Planned projectsAgree the work.
Agree the work.
See it through.
Turn agreed scope into a plan your team can deliver. Compare actual effort with the plan and keep conversations and billing connected.
01 / Scope & plan
Start with agreed scope.
Plan manually, or turn a quotation PDF into a private, resumable draft with optional AI. Review before creating; the source stays attached.
02 / People & effort
Connect recorded time to the plan.
Assign people, hours, and dates. Compare recorded time with planned task effort. Review suggested matches before assigning. Linking time does not change planned hours or billing balances.
Task conversations & AI review
03 / Work & value
Bill in stages. Keep the balance.
Bill an amount, percentage, or selected work. Review an invoice draft before sending and booking. Reconcile existing PDFs independently.
04 / The bigger picture
See what needs attention across projects.
Spot overdue work, capacity gaps, and unbilled work. Compare invoice trends across projects, then share selected client progress and status reports.
