FEATURES
Every feature.
How to use it.
What each part of Angelwood does, who it’s for and step-by-step guides to setting it up.
CLIENT PORTAL
What your clients see.
Client portal
A secure login portal for each client, with the permissions you choose.
Client updates
AI-drafted project status updates, reviewed by your team before clients see them.
Client approvals
Approval routes for client sign-off, plus a decision log in every portal.
Client forms
Forms with file uploads, signatures and payments, shared by link or in the portal.
Update cadences and follow-ups
Update cadences that remind your team, and portal activity that shows who to chase.
Client questions
Portal messaging with AI-drafted replies your team reviews before sending.
BACK OFFICE
What runs behind it.
Proposals
Build, send and track proposals, and collect e-signatures.
Estimates
Estimates with margin checks, shared in the portal for client approval.
Invoices
Invoices from scratch or from tracked time, with online payment and voiding.
Time tracking
Timers, weekly timesheets, approvals, capacity and reports.
Billing rates
Cost and bill rates by person, project and client.
Profitability reports
Profit, margin and effective rate for each project and client.
Expense tracking
Project expenses with receipts and approvals, and budget vs actual.
Calendar sync
Google, Outlook, iCloud and ICS calendars in one schedule, with double-booking flags.
Online payments
Stripe-powered online invoice payments in the client portal.
THE CLIENT EXPERIENCE, IN ORDER
See it with your own clients.
Bring the work you share with clients into one place.