Collect records
Agreement, approval, delivery, invoice, and open questions are reviewed together.
Example project
Software Retainer Example
A retainer project where monthly delivery, unresolved bugs, and payment follow-up need careful separation.
Source records
What the workspace reviews.
retainer.pdfMonthly support blockAgreement
github-issues.csvTwo open issuesDelivery context
invoice-204.pdfNet 15Billing
email.emlPayment promised FridayPayment promise
Decision path
The next action comes after context.
Mark uncertainty
Missing approval, scope changes, or delivery concerns are visible before action.
Prepare the message
The user reviews and decides whether to send, confirm, invoice, or wait.
Early access
Help shape a clearer way to run client work.
We are inviting independent professionals and small teams to test with real or anonymized client projects.