How it works

A calm path from brief to bank.

Each step advances the same client record. No retyping scope into invoices, no hunting for signatures, and no AI action without your approval.

01
Capture the client
Create the client and project once. Their commercial history stays connected from this point forward.
Client record
02
Bound the work
Draft a proposal, define deliverables and exclusions, review scope risk with Assist, then send a polished portal.
Accepted proposal
03
Secure agreement
Turn accepted scope into a contract and capture a timestamped electronic signature.
Signed contract
04
Invoice the milestone
Create deposit, milestone, retainer, or final invoices with currency-aware totals and provider payment links.
Open receivable
05
Follow up intelligently
Run deterministic reminder sequences or use Assist to draft a contextual message that you review before sending.
Clear next action
06
Close with proof
Record payment, preserve the complete event trail, and export accountant-ready records.
Settled and documented

The operating principle

The client sees confidence. You keep the operating truth.

Public portals stay simple and polished while your workspace preserves versions, statuses, payments, reminders, and evidence behind the scenes.

You approve every send, signature request, payment record, and AI-assisted draft.

Amounts, statuses, ownership, and event history come from the application—not a model.

Retries, idempotency, and audit trails protect important workflows from accidental duplication.