One platform. Every module you need.
A complete business portal built around how your company actually works. Customers, invoicing, projects, HR, compliance, documents, and more — activate the modules you need, skip the ones you don't. Customized for your industry, hosted and managed by us.
The modules
30+ modules and growing. Activate what you need, skip what you don't — every module works independently and integrates with the others when it makes sense. We're continuing to add general and industry-specific modules to the platform.
Time Clock
Clock in/out, time records, schedule visibility, admin reporting.
Document Management
Full DMS with library, upload, versioning, template collections, cross-module document bridge.
Project Management
Tasks, phases, progress bars, Kanban board, team assignments.
Matter Management
Cases, deadlines, parties, tasks, documents, activity journal.
Expense Reports
Submissions, receipts, approvals, reimbursement tracking.
Customers
Customer database, contacts, billing details, account management.
Billing & Invoicing
Invoices, line items, payments, status workflow, PDF export.
Sales & Pipeline
Prospects, pipeline stages, activity journal, deal management.
Service Requests
Help desk tickets, asset linking, assignment, resolution tracking.
Procurement
Vendors, purchase orders, line items, receiving, portal credentials.
Assets
Equipment registry, depreciation, assignments, lifecycle tracking.
Inventory
Stock levels, reorder points, adjustments, cost tracking.
Fleet Management
Vehicles, maintenance, insurance, fuel, inspections, docs.
Human Resources
Password-protected HR files, documents, journal, write-ups.
Compliance & Training
Certifications, company compliance, policy acknowledgments.
Contracts
Contract lifecycle, parties, renewals, terms, document attachments, deadline alerts.
Contacts & Directory
Company-wide contact book with categories, tags, and notes.
AI Integration
AI assistant built into every module. Chat about any record or list, analyze data, and get answers in plain language.
Personal Journal
Private journal available on every screen. Quick-capture button, Markdown editor, context-aware entries, internal linking.
Collaboration
Team groups, group chat, AI assistant, shared portal records, online presence, video calling.
E-Signatures
Legally binding electronic signatures with Certificate of Completion. Send from Contracts, HR, or any module.
Document Intake
Inbound document processing, classification, routing, and approval workflows.
Workflow Engine
Configurable workflow stages, automation triggers, approval chains, status routing.
Scheduling Center
Unified calendar with conflict detection. Book appointments from any module — dispatch, service requests, projects.
Knowledge Center
Company, department, and personal knowledge bases. Markdown editor, pinned articles, and AI-assisted search.
My 360 Dashboard
Personal landing page with timeclock, notifications, tasks, schedule, and quick actions.
Metric Reporting
Flight deck dashboards, two-level thresholds, scheduled evaluation, trend analysis.
Notification Center
87+ notification rules, in-app alerts, email alerts, subscriber management.
Report Center
Report templates, merge engine, PDF/HTML/CSV export, scheduled distribution.
Social Media
Email campaigns, social posts, platform connections, AI composer, approval workflows.
Employee Directory
Staff lookup with contact info, department, and job title.
Built into every deployment
These aren't add-ons. Every portal includes the full platform with administration, security, and AI built in.
- ✓ Role-based access control — user and admin capabilities per module, with admin bypass for portal administrators
- ✓ Terminology engine — "Matter" becomes "Case" for law firms, "Engagement" for accountants, "Work Order" for service companies. No code changes.
- ✓ Module administration — enable, disable, and configure modules through the admin interface. No deployment needed.
- ✓ PDF export — generate professional PDFs from any detail view. Customer-facing and internal versions for invoices.
- ✓ Filter bars & sortable columns — every list view has search, filters, and click-to-sort. Sticky headers on scroll.
- ✓ Audit logging — every action tracked with full audit trail.
- ✓ Automated scheduling — scheduled tasks with report templates for morning summaries, health checks, and custom reports.
- ✓ Portal administration — user management, employee management, capabilities, settings, departments, and locations.
- ✓ Secure cloud hosting — we handle the infrastructure so you can focus on your business. Your data is always backed up, encrypted, and accessible.
- ✓ Flexible licensing — straightforward pricing with no surprises. Start with the modules you need and add more as your business grows.
- ✓ QBE search — query-by-example search across all modules. Click any field to build complex filters visually.
- ✓ Global search — search across all modules simultaneously from the command bar.
- ✓ Saved Views — save and recall custom filtered views for any module. Share views with your team.
- ✓ Column customizer — drag, resize, show/hide columns on any list view. Preferences saved per user.
- ✓ Command palette — keyboard-first navigation. Press / to search, jump to any module or record instantly.
- ✓ Toast notifications — real-time in-app notifications for workflow events, assignments, and system alerts.
- ✓ Dark and light themes — full theme support with automatic system preference detection.
- ✓ 360 Views — see related records across modules from any detail screen. Customers show their invoices, contacts, assets, and history.
- ✓ Pins and drafts — pin frequently accessed records. Save work-in-progress as drafts before committing.
How deployment works
We don't hand you a login to someone else's generic platform. We deploy a portal built around your business, hosted and managed by us.
1. Configure
Pick your modules, set your branding, define your terminology.
2. Customize
We adapt the portal to your workflows. Add fields, change layouts, build integrations.
3. Migrate
Import your existing data. Customers, contacts, documents, history.
4. Launch
Train your team, go live, and we stay for support.
Deployment timeline
First client portal: 1–2 weeks including data migration and training. Subsequent deployments: 3–5 days. The template gets smarter with every deployment — patterns proven at one client benefit every future client.
On the roadmap
These modules are in active development and coming soon. Need one sooner? Let us know — we build to demand and your project could move it to the front of the line.
Simple, flexible pricing
Simple per-seat pricing. No surprise invoices. Three clear components that scale with your business.
Portal Setup
One-time deployment fee covers configuration, branding, data migration, and training. You get a fully operational portal customized for your business.
Per-Seat Licensing
Pay per user, per month, for the modules they use. Start with what you need today and add users or modules anytime. No long-term commitment.
Custom Work
Need a module tailored to your specific workflow? We quote customizations as fixed-bid projects. You know the cost upfront, and the work is scoped to your exact requirements.
Hosting & Support
We handle the hosting, backups, security, and updates. You get a secure, dedicated portal without worrying about maintenance.
Questions? Ask Grover.
Our assistant Grover knows everything about the portal, the modules, and how it all works. Ask him anything -- he can answer questions, help you figure out which modules fit your business, and connect you with our team when you're ready.
Talk to Grover