A template for your line of work
Seven kinds of professional services have their own template, and clients can sign in to see their own work
Pick your industryEvery template can be changed
Brand design studio
From brief, quote and materials to internal drafts, client proofs and delivery
Clients comment on proofs
Click to pin a numbered comment, approved files are saved to Drive
Agreements signed online
Clients see only their own cases, quotes and proofs
Photo delivery
Bookings that never overlap, questionnaires before the shoot, batch upload for picking
Final files after the proof is approved
RAW files stay inside and never reach the client
Video production and sponsorships
Sponsorships, shots, assets and licence reminders
Timecode reviews
The brand comments at the exact second and publishing waits for approval
Architecture projects and drawings
Drawing revisions, RFIs, material submittals and site issues
Interior design projects
Rooms, materials, quotes, change orders, purchases and inspections
Clients see only their own project
Purchases and costs stay inside
Law firm matters
Each matter has tabs for parties, evidence, filings, deadlines and time
Partners approve conflict checks
Engagement letters signed online, reminders before deadlines
Bookkeeping firm
Monthly periods open on their own, document requests marked received, returned or waived
Clients see what is still missing
Clients confirm a PDF, internal working papers are kept apart
Field service
Fault reports, dispatch, site photos, hours and parts
Parts come off stock on their own
Technicians see only their jobs, clients sign off finished work
Combine general templates
Daily sales report
Stores report the day’s sales, seen as a list or a calendar
Shelf life and inventory in and out
Stock updates itself and warns when it runs low
Safety inspections and facility repairs
No industry template, build it from these general ones
Questions
My industry is not listed
Combine general templates or describe what you need and let AI build it
Can I use several templates together
Yes, tables such as customers and suppliers are shared
How do clients sign in
Clients need an account on your company NAS in the client group and see only their own cases
Can we use our own wording
Yes, field, page and option names can all be changed
Are there features for legal or tax rules
No, for example statutory deadlines, tax filing or court e-filing, see When it is not a fit