Every client's work in a single list.
See every client's work in one place: request steps, cards and approvals together, with what's due first at the top.
Task management has its own page, with boards, templates and time logging. See task management →
Client task management, in detail.
Requests and cards together
Turn a card into a client request, or a request into a card. Your work is never tracked twice.
Boards for client work
Switch between board and table views, and decide who sees each board when you create it.
Templates
Start a checklist from the company's template library in a click, or save your own.
Sign-off before work moves on
A card waits for the right approver before it moves on. Nobody approves their own card.
Ask, check, done
Ask in the app what's due or move a card to Review. You see the card, its new stage and who will hear before you confirm, and you have 10 minutes to undo.
A week of client work
Priya asks "What's on my to-do this week?" in the app.
My work shows 9 items, including a request step to share working papers with Kumar & Associates.
She nudges the owners of the 2 overdue items from the same thread, once she confirms.
Put every client request on track
from day one.
Start free for 14 days. No credit card needed.
14-day free trial. No card needed.