Client records
Find a client and open their engagements from one view.
01
Scope and source
Define deliverables, exclusions, dependencies and acceptance. Source references help reviewers trace each field; conflicting values require a decision.
02
Pricing and sensitivity
Review fee, analyst and lead effort, tools and direct contribution. Compare discount and overrun scenarios without treating the result as net profit.
03
Version review and outputs
Inspect the actual saved commercial fields before approval. Generate proposal and commercial schedule outputs from an identified reviewed version.
04
Changes and handover
Record a requested change and preserve the earlier approved snapshot. Negotiation and pipeline notes remain separate from the terms that were reviewed.
05
Feedback and follow-through
Record the task and version, assign a review owner, resolve an issue and reopen it when needed.
06
Research and founder operations
Keep researched organisations, founder tasks and evaluation requests in separate management views.
See the workflow for yourself.
Start with a worked engagement in the local beta.
Explore beta ↗Local beta capabilities
Team accounts, connected AI, payment processing and electronic signing are in development.
MANAGE THE ENGAGEMENT
Keep the work within reach.
Visible workflow tools
Move directly between scope, pricing, review, documents, scenarios, negotiation and handover.
Recorded activity
Review saved engagement changes and follow them back to the current record.