Product Logic
Every feature supports the same operating sequence.
No random feature sprawl. Every capability exists to help your team move files clearly, keep clients informed, and keep reminders consistent.
Set up once
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1
Create workspace
Set owner, team defaults, and your service context.
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2
Define workflow
Choose one practical path your files should follow.
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3
Set stages
Use clear stage labels your team can operate from.
Run daily
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4
Add client files
Create one file per active client engagement.
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5
Move files through stages
Just drag or update the stage. Your team sees what changed and what's next.
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6
Send status updates automatically
Clients get a clear update the moment you advance a stage — no manual email needed.
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7
Track billing reminders
Tie due dates and reminders to the same active workflow.