Collect records
Agreement, approval, delivery, invoice, and open questions are reviewed together.
Example project
A fixed-fee redesign where approval, a pricing-page request, delivery, and overdue payment need to be reviewed together.
Source records
Decision path
Agreement, approval, delivery, invoice, and open questions are reviewed together.
Missing approval, scope changes, or delivery concerns are visible before action.
The user reviews and decides whether to send, confirm, invoice, or wait.
Early access
We are inviting independent professionals and small teams to test with real or anonymized client projects.