Your Dashboard
Everything in one place.
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Projects
0
Ideas
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In Progress
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Completed
Recent Updates
📅 Next Meeting Topics
Projects
Track active work, milestones, and status.
+ New Project
Ideas
Concepts worth exploring — not yet projects.
+ New Idea
Updates
Progress notes and announcements.
+ Post Update
Next Meeting
Capture topics before the call. Both you and your client can add to this.
My Notes
Private — only visible to you. Never shown to clients.
🔒 Private — Client cannot see this
All Clients
Everyone in the portal.
Add Client
Create a new portal account and generate their magic link.