From client brief to billing. One connected workflow.

Briefing 5 capabilities

• Brief Queue/Tracker
• Content Library
• Asset Ordering
• DAM Integration
• Content Library w/ Asset Ordering

CRM & Client Access 7 capabilities

• Client API
• Client Lists
• Contacts and Info
• Client Access
• Client Lists & Contacts
• Client Access with Granular Permissions
• Personalized Client Portal

Rates 6 capabilities

• Rate Cards
• Price Tables
• Markets
• Brands
• Time Rates
• Rate Cards, Price Tables, Time Rates

Estimation 14 capabilities

• Payment Conditions
• Purchase Orders
• Expenses
• Burn Rates
• Supplier Access
• Estimates
• Contracted, Planned, and Actual Time
• Overheads
• Margins
• Payment Conditions, Purchase Orders
• Burn Rates, Overheads, Margins
• Contracted, Planned & Actual Time
• Estimates & Supplier Access
• Multi-Project Profitability

Contracts 5 capabilities

• Fees
• Multi-Project
• Profitability
• Burn
• Fees & Burn Tracking

Resource Management 11 capabilities

• Resource Timeline
• Gamification
• Scheduler
• Web Calendars
• Allocation
• Effort and Capacity
• Reservations for people, rooms, and licenses
• Priorities
• Effort & Capacity Allocation
• Scheduler & Web Calendars
• Gamification, Priorities

Timesheets 12 capabilities

• Auto Timesheet
• Auto Planning
• Auto Location
• Timesheet Scheduler
• Timesheet Approval
• Forecast
• Capacity
• Closing Periods
• Auto Timesheet, Auto Planning, Auto Location
• Timesheet Scheduler, Approval & Closing Period
• Attendance
• Forecast, Capacity

Leave Management 9 capabilities

• Holidays
• Leave Types
• Multi-Level Approval
• Scheduler
• Leave Form
• Half-days
• Leave Types & Holidays
• Leave Form with File Upload
• Scheduler & Half-Days

Project Management 20 capabilities

• Projects
• Tasks
• Deliverables
• Reactions
• Checklists
• Mentions
• File Preview
• Annotations
• Gantt
• Calendar View
• Kanban View
• Feed
• Projects, Tasks, Deliverables
• Reactions, Mentions, Checklists
• File Preview, Annotations
• Gantt, Calendar View, Kanban View
• Customizable Teams
• Delay Detection, Rework Tracking
• Triggers and Automations
• Granular Profiles

Workflow Automation 6 capabilities

• Customizable Teams
• Delay Detection
• Re-work Tracking
• Triggers and Automations
• Granular Profiles
• Custom Workflows & Process Templates

Workspaces 8 capabilities

• Global Search
• Attendance
• Configurable Lists
• Dashboards
• Configurable Layouts
• Breadcrumbs
• Configurable Lists & Layouts
• Custom Branding & Naming

Notifications 6 capabilities

• Push Notifications
• Email Notifications
• Email Alerts/Digest
• Configurable Notifications
• Push & Email Notifications
• Digest / Alerts

Marketplace & Templates 5 capabilities

• Off-the-Shelf Workspaces
• Configurations
• Versions
• Prebuilt Workspace Templates
• Custom Configurations & Versions

Mobile 2 capabilities

• iOS Application
• Android Application

Reporting & Compliance 8 capabilities

• Audit Tracking
• Reports
• SOX Reporting
• Email Reply
• Email Reporting
• Excel Export
• Custom Reports
• Email Reporting & Reply

Expenses 7 capabilities

• Track Project Costs
• Approvals
• Expense Sheets
• Reimbursements
• Cash Advance
• Approvals & Expense Sheets
• Cash Advances

Access & Metadata 10 capabilities

• SSO
• Multi-Currencies
• Access Rights
• Versions
• Delegates
• Tags
• Custom Profiles with Roles & Granular Permissions
• Delegate & Access Control Management
• Multi-Currency Support
• SSO, Tags & Versioning

AI Assistance 4 capabilities

• NLP Assistant
• Automated Timesheets
• AI Text Generator
• AI-Powered Search

Production Finance 9 capabilities

• Issue POs
• Bill Clients
• Supplier Invoices
• Payment Conditions
• Control Third-Party Costs
• Billing Forecast
• Live Reporting
• Issue POs & Bill Clients
• Supplier Invoices & Third-party Costs