Agencies & Freelancers
Track deliverables in a client work log, keep creative files together, and send invoices when work is ready to bill.
Deliverables, files, and invoices
A little less admin. A lot more clarity.
Your clients. Your work. Beautifully organized.
Manage clients, records, files, forms, invoices, and follow-ups in one workspace built for service businesses.
Free to start. No credit card required.
Your workspace, at a glance
For the people behind great client work
- Agencies & freelancers
- Accountants
- Consultants
- Law firms
01 / A home for every client
Bring Your Client Work Together
Keep the details behind every client relationship in one workspace, from the first information request to the next invoice.
Files Within Reach
Organize client and organization files, browse images and documents, and filter assets by type.
Track Every Client
Search your client list and track each relationship as Active, On Hold, Completed, or Archived.
Collect What You Need
Publish forms for client details and file uploads. Clients can respond through a link without signing in.
A clearer picture of every relationship
Less searching. More getting things done.
02 / Make it your own
Built Around the Way You Work
Start with a work log, bookkeeping ledger, case tracker, or project template, then adapt the records to your team.
Flexible Work Records
Use custom columns for dates, prices, files, statuses, and assignments. Open any row for detailed notes and task lists.
Bring Your Team Together
Invite teammates into your organization and manage their access with owner, admin, and member roles.
Works on Any Device
Work from desktop or mobile with a responsive dashboard, light and dark themes, and an organization switcher.
Your process. Your workspace.
Built to fit the way your team works.
Everything, connected
The Tools Behind Every Client Relationship
Manage day-to-day client work with connected records, information collection, and follow-ups.
Client Workspaces
Keep each client’s records, invoices, reminders, and forms together so your team can find the next step.
Files & Documents
Upload client documents and organization assets, browse by file type, and track your storage usage.
Forms & Submissions
Build forms with required fields and file uploads, share a public link, and review responses in your dashboard.
Invoices & PDFs
Build invoices from reusable templates, download PDFs, send them by email, and check delivery status.
Scheduled Reminders
Schedule email follow-ups and reuse reminder templates with client and organization details.
Team Access & Activity
Manage organization roles, review activity and email-delivery logs, and choose your notification preferences.
See Every Part of the Workspace
Walk through the screens your team uses every day, from the client list and work records to invoices, reminders, and support.
Built for Service Teams
A Workspace for the Work You Do
Different businesses. One shared need: keeping client work moving.
Accountants & Bookkeepers
Use a bookkeeping ledger, collect supporting documents through forms, and schedule reminders for missing information.
Records and document collection
Consultants
Keep engagement notes, assign follow-up work, and reuse forms to gather the details you need from each client.
Engagements and follow-ups
Law Firms
Start with a legal case tracker, organize supporting documents, and record deadlines and responsibilities in custom columns.
Cases and team responsibilities
Make room for your best work
Ready to organize your client work?
Start free with one organization, up to 3 clients, and 500 MB of storage. No credit card required.