Workspaces & Jobs
The staff hub and the client portal, end to end.
4:46 walkthrough, recorded on real data.
Workspaces & Jobs
Workspaces group jobs by client. Staff see a board and a timeline, a stage line that shows what is waiting on the client, and task drawers with procedure steps. Threads are marked internal or client-visible. Clients get a portal where they review, sign and upload.
In this video
- Jobs grouped by client on the board and the timeline
- The stage line and what is waiting on the client
- Task drawers with procedure steps
- The client portal: review, sign, upload
The capabilities
Everything below ships in every tier. You own the source, so any of it can be changed.
One workspace per client
Every job, thread and file for a client in one place.
Internal vs client-visible
Decide thread by thread what the client sees.
Procedure steps
Tasks carry the steps to complete them, so handoffs do not lose detail.
Client portal
Clients review work, sign off and upload files without an account on the staff side.
Watch next
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File library
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- AI agents + automated outreach
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