What’s in it for you
- A client portal clients use
- Reviewed updates with source links, client approvals and recorded decisions, and a view of who needs a follow-up.
- AI drafts, your team reviews
- Updates are drafted from your notes and connected project tools. Nothing reaches a client until your team has reviewed it.
- Onboarding from the agreement
- Turn a signed proposal or statement of work into an onboarding plan with document requests and approvals.
- Proposals and e-signatures
- Send proposals and agreements, see when they are viewed, and collect signatures and countersignatures.
- Time tracking and utilisation
- Timers, timesheet approval and utilisation against each person’s capacity, with Google Calendar and Outlook suggestions.
- Invoices clients can pay
- Send invoices with tax and discounts. Clients pay online through Stripe from their portal.
- Works with your project tools
- Sync with Asana, ClickUp, Monday.com, Trello and Basecamp instead of moving delivery into another tool.
- Try it first
- Start with a 14-day free trial. No credit card required.
Our Vision
We envision a world where running a professional services firm doesn't mean juggling five different tools. By integrating AI-driven automation with comprehensive business operations, we aim to transform scattered workflows into seamless productivity, empowering professionals to focus on what they do best.
We believe in removing the friction of context switching and manual administrative tasks, enabling teams to deliver exceptional client service rather than wrestling with tool integration. Our goal is to equip every consulting firm, law practice, and accounting firm with a unified platform that scales with their ambitions.
– The Angelwood Team