Planned
3Committed and queued
Import from the tools you already use
Bring work in from the tools agencies leave behind, cleanly enough to stay.
Deeper reporting
Beyond task and client counts — reporting that tracks portal-active clients.
Self-serve plan billing
Prepaid NPR plans via Fonepay. Limits already exist — charging comes after.
In Progress
3Actively being built
Activation to first client session
Guide new agencies from first client and task through to a contact opening the portal.
Agency payment details
Upload bank details and a payment QR so clients know how to pay.
Clients pay invoices in the portal
Contacts can see outstanding invoices, download PDFs, and mark payments for confirmation.
Done
6Recently shipped
Invoices & retainers (agency side)
Create and send invoices, retainers, and download PDFs from the dashboard.
Passwordless sign-in
Sign in with an email link or Google — no passwords.
Team invites & roles
Owner, admin, member, and collaborator roles with client scoping.
Documents & templates
Share documents to the portal or via a public link. Templates with covers and preview.
Agency task board
Internal-by-default tasks, multi-assignee, collaborators, and live updates.
Client portal
Magic-link access for clients: approvals, messages, files, and shared documents in one place.