Client Workflow Command Center
Good work starts with clarity.
One operating layer for inquiries, proposals, scope decisions, delivery control and closeout. The built-in copilot is an offline workflow assistant; you remain the decision-maker.
Workflow
Attention Queue
Operating Rules
AI is the engine, not the decision-maker.
Never accept ambiguous scope, invented facts, deadlines or guarantees because an AI suggested them.
Never accept ambiguous scope, invented facts, deadlines or guarantees because an AI suggested them.
Clarify before you quote 01
Document every scope decision 02
Approve before new work 03
Human review before sending 04
01 · Intake
Capture the real request.
Turn a messy inquiry into a usable client record without inventing facts.
02 · Qualification
Know what you know.
Six categories, scored 0–2. The score is a workflow state, not a judgment of the person.
03 · Proposal Builder
Make the promise precise.
04 · Scope Change
Protect the boundary without friction.
Classify first. Communicate second. Approve third.
05 · Follow-up
Follow up with purpose.
06 · Onboarding
Start only when conditions are clear.
07 · Delivery
Make progress visible.
08 · Closeout
Finish deliberately.
09 · Pipeline
See the whole book of work.
10 · Settings
Your data. Your browser.
V3 is local-first. No account or server is required. No AI provider is connected in this version.