Reviewed product guidance
Getting started
Create a workspace, add a client, open an engagement, and share a portal link.
Client, engagement, and checklist tracking: availableMagic-link client portal: available
Create the workspace
Register with email or Google, then provide the firm name and owner name. The early-access setup creates one owner seat; team invitations are not publicly released.
Run the first workflow
Add a client, create an engagement from a checklist template, set a due date, and generate a magic portal link. Share that link through an approved channel and treat it like a credential.