NC75%
Onboarding wizard
Multi-step flow with saved progress
Start from an app template
Get startedNCNorthwind Co.
Project typeBrand + website
Budget$25k to $40k
New client intake
Scope, goals, budget, timeline
Documents
3 files
Document collector
Requested docs with upload checklist
96Tasks
Project tracker
Milestones and progress per engagement
Time tracker
Log billable hours, roll-ups, exportable
March newsletter
Draft
Content approval flow
Posts and campaigns with status history
Can't access portal
Invoice question
Password reset
Client help desk
Categorized requests in a triage queue
Proposal
$18,500
Pricing
Terms & e-sign
Proposal builder
Branded proposals clients can e-sign
What are the 2026 filing deadlines?
Searching the web…
Ask a question
Client AI assistant
Answers client questions from your docs
00:17:56
Voice AI integration
AI voice calls with status and transcripts
KM
@all Should we push the launch date?
Launch timeline
AMT
20 repliesClient discussion forum
Threaded topics clients can search
AnnouncementPinned
All-hands Thursday at 10am.
ASJDMKLP
+3Internal communications app
Announcements and team channels
Brand guides
18 items
Client resource library
Branded guides and resources for clients
Data room
Securely share sensitive documents
7stages12 total
Progress tracker
Track records through stages
To do
Design review
3:00 – 3:30 pm
Client call
4:00 – 6:00 pm
Send recap
6:30 – 7:00 pm
Client to-do list
A clear checklist of next steps per client
Lead12
Qualified8
Proposal5
Won3
$248kopen
Deals pipeline
Open deals by stage, with value and owner
Case status
In review
12 Updates
Case status page
A live status page for each client case
33.540h
Retainer usage overview
Hours used against each client's retainer
BusinessIndividual
Northwind Co.
Conditional forms
Smart forms that adapt to each answer
Friday6No events today
Client calendar
A shared calendar of key dates
Send to all
Mass messenger
One message, every client
Client workshop
12 going9 AM10 AM11 AM12 PM
Events & RSVPs
Invites, RSVPs, attendee lists
Design reviews
Homepage hero
Round 2
Brand palette
Round 1
Social kit
Round 1
Design approvals
Creative sign-off, round by round
2.4k/ 3,000
Goal tracking app
Client goals with progress to target
Team guides
Read this week
18/24+5
Internal resource library
Playbooks and guides for your team
How do I reset a client’s portal password?
3 answers · 24 upvotesWrite a response
Jargon quest
Gamified glossary of your terms
Block builder game
Drag-and-drop building game
What’s the meeting about?
30 minDiscovery
Meeting Request
Clients book time from your availability
Intake form.pdf
Scanned · 3 pages
PDF to digital intake
Turn a static PDF into a real form
Add a comment
Markup & comments
Comment directly on files
Internal AI assistant
An assistant trained on your playbooks
2newrequestsWebsiterefreshfromAvaEllisneedsaquotein2days
Service request intake
One front door for new work
37
Internal ticketing
Track team requests through to done
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