Modules

Tasks

Boards for the work, checklists for the steps, a due date on the calendar. Tasks arrive by hand, from a forwarded WhatsApp message or email, from a meeting note, or from the assistant.

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Task boards1 / 4

Features

Boards

Each board has its own columns, labels and column rules. A column can set the assignee, the client and the priority of whatever lands in it.

Intake

A forwarded WhatsApp message or email is filed as a task with its photos attached. The assistant tidies the title and the checklist.

Permissions

A client or a freelancer sees one board and nothing else. Assignment still reaches them.

Notifications

Assignment, comments and due dates reach the people on the record, in the app, by email and on the native apps. Quiet hours apply to email only.

Links

A task carries its client and project and shows on both. Its due date is on the calendar.

Sharing

A task can be shared with someone outside the workspace by a link that shows that task and nothing else.

Works with

Clients and projects

One record per client: contacts, notes, files, meetings, the pipeline before the work and the money after it. Projects group the work and the finance of one engagement.

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Client record1 / 3

Features

Pipeline

Prospects move across lanes from New to Won, with an owner, an expected value and the proposals and estimates sent. A won prospect becomes a client.

Summary

A client's record opens with a written summary of what has happened, drawn from its tasks, invoices, meetings and notes.

Finance

Billed, paid and due, the margin and the expenses, on the client and on each of its projects.

Meetings

Meetings, their decisions and the tasks they produce stay with the client.

Projects

Estimates, invoices, payments, expenses and tasks attach to the project, with its contract and milestones.

Everything

Everything about the client in one place, including its websites, domains and email accounts where those modules are on.

Works with

Finance

Estimates, invoices, payments, expenses and credit notes on one ledger, in USD and IQD, with a month that closes. Issued documents lock. Changes are recorded, never made in place.

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Invoices1 / 4

Features

Locked

A change is a void and a reissue, or a credit note. The audit trail keeps every step and who took it.

Currencies

Each document carries its currency and the rate of its day. Totals agree on the dashboard, the client and the reports.

Close

A closed period refuses dated writes. The books for September stay the books for September.

Documents

Invoice PDFs with the company stamp, payment and expense receipts, ready to send.

Approvals

Whoever records expenses cannot approve them unless that right is given separately.

Reports

Outstanding, received, spent and the margin, per client and per project.

Works with

Calendar and calls

One calendar with the dates that already exist in the business, meetings with notes, video calls with recordings, and a whiteboard.

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Calendar1 / 3

Features

Dates

Invoice due dates, renewals, shoots, task deadlines and meetings, without being entered twice.

Sync

A personal feed subscribes any calendar app. Shared calendars for teams and for the field.

Notes

Decisions and actions are typed during the meeting. Each action becomes a task. Notes export to PDF and Word.

Calls

Video and audio calls for members and guests, recorded, with on-screen annotation and a shared whiteboard.

Reminders

Reminders per event, in the app, by email and on the native apps.

Works with

Studio

Creative operations for agencies: the social media month per client, shoots, branding and web projects, with client review links and publishing through Meta.

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Studio calendar1 / 5

Features

Plan

Post count, posting days, formats, pillars and budget set the month. The assistant drafts the posts and their captions.

Produce

Each post carries its deliverable in versions. Feedback is pinned or drawn on the design. Approval is recorded per version.

Review

A client sees the month, comments and approves without an account.

Publish

Instagram and Facebook from one panel, now or at a set time, with the first comment and a grid preview.

Ads

Boosts run against a monthly budget. Organic and paid numbers return to the post and to the monthly report.

Shoots

Shoot lists and bookings, branding and website projects on the same client record.

Works with

Proposals

Proposals written on the client's record, in the company's brand, with custom and HTML sections. Shared by link, opened by name, accepted in one click, exported to PDF.

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Proposal

Features

Brand

Logo, colours and fonts from the workspace settings. The same proposal in a second language.

Sections

A library of sections, custom text, pricing tables and raw HTML where a design needs it.

Shared

Every open is recorded, with the visitor's name where it is known. Acceptance is one click for the client.

Pipeline

A proposal can create its prospect. An accepted one moves the prospect to won.

PDF

The same document, exported.

Works with

Inventory

Company assets and equipment: what exists, where it is, who has it, and what it has cost to keep. Not stock for sale.

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Inventory1 / 3

Features

Records

Vehicles by plate number, devices by serial, each with its photos and its condition.

Warranty

What was paid, when the warranty ends, and the renewal on the calendar.

Assignment

Assigned to a person or a location. A driver's truck, a surveyor's total station.

Maintenance

Every service with its date, who did it and what it cost. The cost is an expense.

Works with

Chat

Conversations beside the work. A task, an invoice or a payment as a chip in the thread, calls from the same window, and a whiteboard when a drawing says it faster.

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Chat1 / 3

Features

Chips

A task, invoice or payment reference in a message becomes a live chip with its status. Slash commands create them.

Calls

Audio and video calls, screen sharing and a shared whiteboard, with the conversation kept.

Buzz

A nudge that rings the other side's phone when a message is not enough.

Presence

Group chats per team, who is online, do not disturb and invisible.

Media

Files sent in chat are the same files as everywhere else, kept once and shared.

Works with

Assistant and MCP

An assistant that works inside the workspace, as the person asking, with memory that grows with each task. Every module is reachable from outside tools over MCP.

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Features

Permissions

The assistant can do what the person can do, and nothing more. Its actions are in the audit trail under the person's name.

Drafts

Records that matter arrive as drafts with an Approve button: payments, expenses, proposals, contracts.

Memory

Facts learned while working are kept and used next time, per workspace.

Knowledge

A client's website, documents and notes become a knowledge base the assistant reads before it writes.

Studio

A month of posts per client, with pillars, formats and captions in three languages.

MCP

Claude, ChatGPT and other tools connect to the workspace with a token and the same permissions.

Product

Solutions

Account

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