CLIENT WORKFreelancers
Enquiries, proposals, projects, invoices and payment follow-ups from one workspace.
Planned workspaceWhat it will organise
- Client enquiries
- Proposals
- Projects & milestones
- Invoices & reminders
FOR PROFESSIONALS · PROFESSIONAL SAASLess admin.
Less admin.
More time for your clients.
Clients, bookings, projects, documents and payments for an independent practice, built on the same apps businesses use.
FIND YOUR PROFESSIONYour practice.
Your practice.
Your workflows.
Each profession lists the work a workspace will organise,
the closest demos and the matching industry page for teams.
CLIENT WORK
CLIENT WORKConsultants
Engagements, statements of work, time, deliverables and renewals for advisory work.
Planned workspaceWhat it will organise
- Engagements
- Statements of work
- Timesheets
- Renewals
CLIENT WORKCreators & photographers
Brand deals, shoots, content calendars, deliveries and usage rights.
Planned workspaceWhat it will organise
- Brand deals
- Shoot bookings
- Content calendar
- Deliveries
CLIENT WORKReal estate agents
Property listings, buyer and tenant leads, site visits and deal follow-ups.
Planned workspaceWhat it will organise
- Listings
- Buyer & tenant leads
- Site visits
- Deal follow-ups
CLIENT WORKTechnicians & field experts
Service calls, visit schedules, parts used, AMC renewals and payments.
Planned workspaceWhat it will organise
- Service calls
- Visit schedule
- Parts used
- AMC renewals
PRACTICESAccountants & CAs
Client files, document collection, compliance calendars and filing status.
Planned workspaceWhat it will organise
- Client files
- Document collection
- Compliance calendar
- Filing status
PRACTICESLawyers & advocates
Matters, hearing dates, case documents, client updates and fee notes.
Planned workspaceWhat it will organise
- Matters
- Hearing dates
- Case documents
- Fee notes
PRACTICESTutors & coaches
Students, batches, class schedules, fee collection and progress notes.
Planned workspaceWhat it will organise
- Students & batches
- Class schedule
- Fee collection
- Progress notes
PRACTICESDoctors & therapists
Appointments, patient records, follow-ups and consultation fees for a solo practice.
Planned workspaceWhat it will organise
- Appointments
- Patient records
- Follow-ups
- Consultation fees
ONE APP. YOUR SCALE.Start solo.
Start solo.
Grow into a firm.
A solo CA and an accounting firm share the same core workflow. The planned approach is one underlying app with a different workspace configuration, so growing never means switching software.
| Capability | Solo CA | Accounting firm |
|---|---|---|
| Client management | Yes | Yes |
| Document collection | Yes | Yes |
| Deadline and compliance calendar | Yes | Yes |
| Team assignment | Optional | Yes |
| Multi-user approval | Optional | Yes |
| Branch reporting | No | Optional |
DEMOS YOU CAN OPEN TODAYTry the building blocks
Try the building blocks
of your workspace.
These run as business-workspace demos today.
Your screens may depend on your account.
Demo availableBusinesses · ProfessionalsCRM & Sales
Track leads, opportunities, follow-ups and the sales pipeline.
- Demo availableBusinesses · Professionals
Billing
Organise invoices, payment schedules, receipts and collection follow-ups.
Demo availableBusinesses · ProfessionalsAppointments & Bookings
Coordinate service appointments, availability and customer bookings.
Demo availableBusinesses · ProfessionalsMemberships
Manage membership plans, member records, dues and renewals.
Demo availableBusinesses · ProfessionalsProjects & Tasks
Coordinate project milestones, timesheets, budgets and delivery.
Demo availableBusinesses · ProfessionalsDocuments & Records
Organise business documents, records, versions and controlled access.
DON’T SEE YOUR PROFESSION?Tell us how
Tell us how
your practice works.
Describe your clients, bookings and paperwork.
We will point you to the closest fit.