Communication that stays in context
Channels and DMs sit right next to the work they're about, with mentions, threads and shared files built in.
For teams that work with clients
The Team Workspace With a Client Portal Built In
Chat, task boards, a client portal and invoicing behind one login. Your team plans and delivers in one place, and clients see their own tasks and invoices, and nothing else.
- 7 days free
- No credit card
- Cancel any time
Channels & DMs
Threads, mentions, files
Task board
Kanban, table, list, timeline
Client portal
Scoped to their own work
Invoicing
Line items, PDF
One workspace
Everything lives in one place
Chat, tasks and client work share one dataset, so nothing is re-entered twice.
Delivery you can actually see
The same tasks, shown as a board, a table, a list or a timeline, so people can work the way they think.
Clients and cash, handled
A simple CRM, a branded client portal and Stripe invoicing, so nothing needs a separate login.
Features
Built to work together
Chat, tasks and clients share one workspace, one team, and one real-time engine.
Communication
Talk where the work happens
Real-time messaging built into the same place you plan and deliver. No tab-switching to keep the team in the loop.
- Public and private channels with descriptions
- Rich text, @mentions and 10 MB file attachments
- Eight reactions, pinned messages and threaded replies
- One-to-one direct messages between teammates
- Live online / away / offline presence and unread counts
Delivery
See every task the way that suits you
Plan it on a board, scan it in a table, work down a list, or check the schedule on a timeline. It's the same data, shown four different ways.
- Drag-and-drop Kanban across To Do / In Progress / Completed
- Table, List and Gantt-style Timeline views
- Assignees, priority, dates, a linked channel and a linked client
- Task detail with description, attachments and comments
- Search and priority filters across every view
Clients
Give clients a window, not your inbox
Invite a client with one link. They land in a branded portal scoped to their work, and never see the rest of your workspace.
- Client CRM with contacts, status, notes and an activity history
- Magic-link invite to a firm-branded portal
- Shared tasks with comments; invoices with PDF download
- Invoice builder with line items, discount, tax and a live preview
- Stripe subscription billing with a 7-day free trial
Roles
Scoped access for every role
Admins run the workspace, members do the work, and clients see only what's shared.
Admin
The team owner. Full control of the workspace.
Reaches 10 of 10 areas
- Invite, remove and re-role team members
- Add clients and invite them to the portal
- Build and send invoices; set the invoicing profile
- Manage the Stripe subscription and team settings
- Everything a Member can do
Member
The everyday collaborator. Handles chat and tasks.
Reaches 7 of 10 areas
- Create channels; post, mention, react, pin and thread
- Direct-message any teammate
- Create and edit tasks across all four views
- Comment, attach files and mark work complete
- Manage their own profile and notifications
Client
An invited guest. Sees only what the firm shares.
Reaches 4 of 10 areas
- A portal dashboard scoped to their tasks and invoices
- Read and post comments on shared tasks
- View and download their invoice PDFs
- Chat in channels they were added to
- No access to the internal workspace or other clients
Every permission, side by side
| Permission | Admin | Member | Client |
|---|---|---|---|
| Channels & group chat | Added channels | ||
| Direct messages | |||
| Task board, every view | |||
| Create & edit tasks | |||
| Task comments & files | Shared tasks | ||
| Activity feed & notifications | Their work | ||
| Client CRM & portal invites | |||
| Invoicing | Create & send | View own | |
| Team members & roles | Manage | View | |
| Subscription & billing |
Getting started
Start free trialLive in one afternoon
No migration project. Create the workspace, add your team, and share the first task.
Free for 7 days. No card.
- 01
Create your workspace
Sign up, name your team, add a logo. Start a 7-day trial with no card.
- 02
Bring your team in
Invite members by email, spin up channels, and create your first tasks.
- 03
Invite your clients
Send a magic link. Clients land in a portal scoped to their tasks and invoices.
Pricing
One price, whole team
Add your whole team for one price. Free for 7 days, no card required.
Free Trial
$0
7 days · no card required
- Full access to every feature
- Unlimited channels & direct messages
- Client portal & client management
- Converts to Professional when it ends
Professional
Most teams$99
per team / month, or $999 / year
- Unlimited channels and messages
- Direct messages & threaded replies
- Tasks, notifications & @mentions
- Client portal + client management
- Invoicing with PDF export
- Priority support
Enterprise
Custom
let's talk
- Everything in Professional
- SSO / SAML sign-in
- Dedicated support engineer
- Custom integrations
- Volume discounts
Every plan includes the client portal and invoicing. Billing runs on Stripe, and you can cancel any time.
Ready to move your team in?
Set up the workspace, bring your team across, and invite your first client. Nothing to migrate.
- 7 days free
- No credit card
- Cancel any time