- 01
Connect your work
Import existing clients, deals and projects from a CSV — or just start typing. Five minutes from sign-up to your first piece of value.
Settings → Import takes CSVs of clients, contacts, deals, tasks, leads and invoices, with a downloadable template for each and a mapping step so your column names do not have to match ours. Connect a mailbox and a calendar in the same sitting and the history comes with you.
The client register an hour after you import it — searchable, filterable, and already linked to the companies they came from. - 02
Run the day
Drag a deal to Won. Move a task across the kanban. Add a note. The activity log captures everything; nothing falls between Slacks.
A won deal can mint the client and spin up the project from a template, with its stages and its task list already in place. Time logged against a task counts against the project's budget and the client's retainer without anybody re-entering it.
One project, carrying its own documents, chat, time, financials, emails and agreements — none of it in another tool. - 03
Get paid
Your retainer hours, project budgets, and won deals roll up to a single number per month. Export to your invoicing tool, or use ours.
Recurring invoices raise themselves on the date you set. Expenses marked re-billable land on the next invoice for that project. What is unbilled, overdue or already paid is one screen, not a reconciliation afternoon.
Money, read from the work you already logged — including the invoices quietly ageing past ninety days.
The bit that matters
Nothing gets typed twice.
Every arrow below is a thing you would otherwise re-enter by hand, or reconcile at the end of the month.
Deal won → Client + project
Dropping a deal into Won can mint the delivery client and spin up the project from a type, with its stages and starting tasks already there.
Task → Timer
Start the timer on the task itself. The entry carries the project, the client and the billable flag without you choosing them again.
Time → Budget and retainer
Hours count against the project budget and the month's retainer bucket as they are logged, so overrun shows in week two rather than on the bill.
Expense → Invoice
An expense marked re-billable lands on the next invoice for that project, at the amount on the receipt.
Retainer → Recurring invoice
The monthly invoice raises itself on the date you set, in the client's currency, numbered in your own sequence.
Everything → Activity
Status changes, notes, emails and drops into Won land on one timeline per client, which is what the person covering for you actually needs.
The full list of what is in the workspace is on the product page.