Your team, and everyone around it.
Run your core team in one place, and staff each client like a firm around them. Your team is simply priced; the external collaborators and clients you bring in are free and money-blind by design. You only ever pay for the people who track and manage the work.
Everyone a client engagement needs.
Each person lands with a sensible default. Bring them in, put them on just the work they're on, and stand them down when it ships.
Core team
Owners, admins, managers, and members who track and run the work. The only people who take a seat.
External collaborator
Outside specialists, 1099s, or a partner agency. They log time on the work you share, free on up to three active projects.
Viewer
A client or stakeholder with a live, read-only view, scoped to exactly what you grant. Unlimited, never a seat.
Project manager
Hand a member a single client to run end to end, its people, rates, and engagements, with no workspace admin.
Specialists who do the work, not just watch it.
Pull in the outside specialists each client needs and share just the client or project they’re on. As external collaborators, they track time and complete tasks like anyone else, and they’re free on up to three active projects each. Put someone on a fourth, and they simply become a paid seat, no surprise, no payroll.
They log time on the work you share, and never see your rates or margin.
- Edit projects, tasks, and engagements
- Set bill rates on this client
- Manage its people and share access
- Workspace settings and members
- Cost rates and margin
- Any other client
Hand off the work, not the keys.
Two kinds of lead, and neither needs the keys to your workspace. Make a member the manager of a single client, and they run the whole engagement: the work, its bill rates, and its people. Or put a manager over a team, and they see, edit, and approve just their team’s time.
Both stop short of workspace settings, other clients, and anyone’s cost rates.
Bring in outsiders without opening the books.
The reason you can add people this freely: your rates and margin simply aren’t there for them. Money is a home-workspace privilege, so an external collaborator never sees your billing, whatever their access. Flip the view and see the same entry as they do.
For your own team, seeing billing and seeing costs are two separate switches; setting cost rates stays with owners and admins.
You see every rate and the margin behind the work.
Sensible by default, yours to change.
Start from sensible defaults, then shape every role to fit: who can reach which work, and who sees the money.
Bring in your whole team, and their clients.
Add people freely; pay only for the seats that track and manage the work.
30-day free trial · unlimited projects & seats · no credit card