Job visibility
Filter, sort, and review every client job by type, status, staff member, manager, reviewer, or due date.
Client work, clearly managed
Keep every client job moving.
Client Job Manager brings assignments, deadlines, workflow controls, communication, and review into one focused workspace.
Built for professional teams that need clarity without unnecessary complexity.
Caldwell EngineeringIn Progress
Northwind DesignAwaiting Review
Riverside PartnersFinalizing
One operational view
Everything your team needs to move work forward.
See ownership, stage, deadlines, conversations, and required steps without piecing the story together across spreadsheets and inboxes.
Controlled workflows
Use stage checklists and gates so important work cannot advance before its required review is complete.
Job conversations
Keep messages and mentions attached to the work they concern, preserving context for the entire team.
Assignments and attention
Give each person a focused view of work that needs action while managers retain firm-wide visibility.
Files and locations
Record labeled websites, network paths, documents, and folders directly on the corresponding job.
Reporting and history
Export current views, review time and activity, and retain a traceable history of important changes.
How it works
A clear path from intake to delivery.
Client Job Manager turns scattered work into a visible, repeatable process.
Create the jobConnect the work to the right client and job type.
Assign the teamName staff, manager, and reviewer responsibility.
Move through stagesTrack progress with meaningful, consistent statuses.
Complete required checksUse checklist evidence before gated transitions.
Deliver with confidenceFinish with context, history, and accountability intact.
Growing thoughtfully
Designed for the full client relationship.
The next generation expands beyond jobs to richer client records, secure outbound email, and a dedicated client portal—while preserving the workflow discipline already at the product’s core.
About the product
Built from real operational needs.
Client Job Manager is being developed for professional organizations that need an understandable system for recurring client work, responsibility, review, and deadlines. It is intentionally industry-neutral and adaptable to different types of professional practice.
Interested in seeing it work?
Join the early product conversation or request a guided demonstration.