What is included
Projects and tasks
Projects with a client and a deadline, tasks with an assignee and due date, files attached to tasks. For yourself or the whole team.
Clients, contracts, invoices
A light record keeper: invoice status (draft, sent, paid), overdue invoices and the total of unpaid ones. It is not an accounting system and does not issue invoices.
Knowledge base
Articles in Markdown with categories and search. Team members read, editors write, and any article can be opened through a secret link.
Templates
A ready folder structure for a legal case, a client project or an accounting client in one click, with access rights. Room and portal templates for document intake, project handover and NDAs.
Automation rules
Conditions by folder, extension or part of the name. Actions: move, set a confidentiality label, lock for some days, email, create a task.
E-signature
Send contracts for signature from the same place.
Which plans include it
Work tools are included in Premium GOLD, Business and Enterprise. Templates are also in Premium and Family. See plans and pricing.
How to start
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1
Open Projects
Create a project, add a client and a deadline.
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2
Add tasks and files
Assign tasks and attach the files they need.
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3
Write the knowledge base
Add the instructions your team asks about most.
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4
Add a rule
Automate the file moves you repeat every day.
Mga madalas itanong
Is it an accounting system?
No. It is a light record keeper for clients, contracts and invoices. It does not issue invoices.
Can I use it alone?
Yes. Projects and tasks work for one person or a team.
Can a client see the knowledge base?
Only if you open an article through its secret link.
Which plans include it?
Premium GOLD, Business and Enterprise.