One platform. Every module you need.
A complete business portal built around how your company actually works. Customers, invoicing, projects, HR, compliance, documents, and more — activate the modules you need, skip the ones you don't. Customized for your industry, hosted and managed by us.
The modules
Activate what you need. Skip what you don't. Every module works independently and integrates with the others when it makes sense.
Employee Directory
Staff lookup with contact info, department, and job title.
Time Clock
Clock in/out, time records, schedule visibility, admin reporting.
Customers
Customer database, contacts, billing details, account management.
Billing & Invoicing
Invoices, line items, payments, status workflow, PDF export.
Human Resources
Password-protected HR files, documents, journal, write-ups.
Expense Reports
Submissions, receipts, approvals, reimbursement tracking.
Fleet Management
Vehicles, maintenance, insurance, fuel, inspections, docs.
Assets
Equipment registry, depreciation, assignments, lifecycle tracking.
Inventory
Stock levels, reorder points, adjustments, cost tracking.
Sales & Pipeline
Prospects, pipeline stages, activity journal, deal management.
Matter Management
Cases, deadlines, parties, tasks, documents, activity journal.
Project Management
Tasks, phases, progress bars, Kanban board, team assignments.
Service Requests
Help desk tickets, asset linking, assignment, resolution tracking.
Procurement
Vendors, purchase orders, line items, receiving, portal credentials.
Contacts & Directory
Company-wide contact book with categories, tags, and notes.
Compliance & Training
Certifications, company compliance, policy acknowledgments.
Contracts
Contract lifecycle, parties, renewals, terms, document attachments, deadline alerts.
Document Management
Full DMS with library, upload, versioning, template collections, cross-module document bridge.
Report Center
Report templates, merge engine, PDF/HTML/CSV export, scheduled distribution.
Notification Center
87+ notification rules, in-app alerts, email alerts, subscriber management.
Metric Reporting
Flight deck dashboards, two-level thresholds, scheduled evaluation, trend analysis.
Workflow Engine
Configurable workflow stages, automation triggers, approval chains, status routing.
My 360 Dashboard
Personal landing page with timeclock, notifications, tasks, schedule, and quick actions.
Forensic Audit
Deep audit trail analysis, user activity tracking, change forensics.
Security & Access
Role-based capabilities, MFA, session management, login analytics, IP tracking.
Version Control
Git-powered version history, visual record-level diffs, single-record restore, file browser.
RDBMS Integration
Storage abstraction layer for enterprise database connectivity.
Document Intake
Inbound document processing, classification, routing, and approval workflows.
Built into every deployment
These aren't add-ons. Every portal includes the full platform with administration, security, and AI built in.
- ✓ Role-based access control — user and admin capabilities per module, with admin bypass for portal administrators
- ✓ Terminology engine — "Matter" becomes "Case" for law firms, "Engagement" for accountants, "Work Order" for service companies. No code changes.
- ✓ Module administration — enable, disable, and configure modules through the admin interface. No deployment needed.
- ✓ PDF export — generate professional PDFs from any detail view. Customer-facing and internal versions for invoices.
- ✓ Filter bars & sortable columns — every list view has search, filters, and click-to-sort. Sticky headers on scroll.
- ✓ Audit logging — every action tracked with full audit trail.
- ✓ Automated scheduling — scheduled tasks with report templates for morning summaries, health checks, and custom reports.
- ✓ Portal administration — user management, employee management, capabilities, settings, departments, and locations.
- ✓ Secure cloud hosting — we handle the infrastructure so you can focus on your business. Your data is always backed up, encrypted, and accessible.
- ✓ Flexible licensing — straightforward pricing with no surprises. Start with the modules you need and add more as your business grows.
- ✓ QBE search — query-by-example search across all modules. Click any field to build complex filters visually.
- ✓ Global search — search across all modules simultaneously from the command bar.
- ✓ Saved Views — save and recall custom filtered views for any module. Share views with your team.
- ✓ Column customizer — drag, resize, show/hide columns on any list view. Preferences saved per user.
- ✓ Command palette — keyboard-first navigation. Press / to search, jump to any module or record instantly.
- ✓ Toast notifications — real-time in-app notifications for workflow events, assignments, and system alerts.
- ✓ Dark and light themes — full theme support with automatic system preference detection.
- ✓ 360 Views — see related records across modules from any detail screen. Customers show their invoices, contacts, assets, and history.
- ✓ Pins and drafts — pin frequently accessed records. Save work-in-progress as drafts before committing.
How deployment works
We don't hand you a login to someone else's generic platform. We deploy a portal built around your business, hosted and managed by us.
1. Configure
Pick your modules, set your branding, define your terminology.
2. Customize
We adapt the portal to your workflows. Add fields, change layouts, build integrations.
3. Migrate
Import your existing data. Customers, contacts, documents, history.
4. Launch
Train your team, go live, and we stay for support.
Deployment timeline
First client portal: 1–2 weeks including data migration and training. Subsequent deployments: 3–5 days. The template gets smarter with every deployment — patterns proven at one client benefit every future client.
Works for any industry
The same platform powers IT companies, law firms, accounting practices, healthcare facilities, construction companies, and nonprofits. The terminology engine and modular architecture mean you get software that speaks your language from day one.
Legal & Professional Services
Matter management with deadline tracking, party management, and compliance. "Matter" becomes "Case" automatically. Critical dates dashboard prevents missed statutes of limitations.
IT & Managed Services
Service requests with asset linking, procurement for hardware, project management for deployments. Built by an IT company, for IT companies.
General Business
Customers, invoicing, expenses, HR, time clock, fleet, compliance. Everything a growing business needs to run operations without duct-taping five different SaaS products together.
Accounting & Finance
"Matter" becomes "Engagement." Client management, document tracking, compliance certifications, policy acknowledgments. Built for firms that track work by client and deadline.
On the roadmap
These modules are in active development. Need one sooner? Let us know — we build to demand and your project could move it to the front of the line.
Simple, flexible pricing
Simple per-seat pricing. No surprise invoices. Three clear components that scale with your business.
Portal Setup
One-time deployment fee covers configuration, branding, data migration, and training. You get a fully operational portal customized for your business.
Per-Seat Licensing
Pay per user, per month, for the modules they use. Start with what you need today and add users or modules anytime. No long-term commitment.
Custom Work
Need a module tailored to your specific workflow? We quote customizations as fixed-bid projects. You know the cost upfront, and the work is scoped to your exact requirements.
Hosting & Support
We handle the hosting, backups, security, and updates. You get a secure, dedicated portal without worrying about maintenance.
Questions? Ask Grover.
Our assistant Grover knows everything about the portal, the modules, and how it all works. Ask him anything -- he can answer questions, help you figure out which modules fit your business, and connect you with our team when you're ready.
Talk to Grover