Stop losing context at the handoff.
An inquiry becomes a proposal, a job and an invoice. When each step uses a different tool, teams rekey information and chase missing approvals.
A structured intake workflow.
Illustrative scenario: an inquiry is checked for required information, routed to a responsible person and used to prepare a project record after approval. Scope changes require review before they affect billing.
Keep client work moving.
A first implementation starts from $3,000. Connect intake, assignment and approvals around your existing client tools, so the team can spend less time transferring information and more time delivering the work.