Project & team planning
Built for partners, managers and their teams — on the desktop and in the field on your phone.
Set up projects with your own types, stages, fees and due dates — or import them straight from a budget spreadsheet.
Assign tasks to your team, then track preparer and reviewer progress with overdue flags.
One team calendar with drag-to-book planning, leave, and a dashboard showing who has capacity.
Budget-vs-actual warnings per client, review sign-off steps and a full activity log per project.