Work your way, without
splitting work across tools
Milestones, tasks and dates that agree with each other
Progress is derived from the work itself, so a milestone can't report done while its tasks are still open. Everything a project touches sits on one screen.
Get startedYour clients see progress, not your inbox
Share a document, a milestone or an invoice and it appears in their portal. Everything else stays internal, including notes, unshared files and anything still in draft.
Get started
Everything your agency runs on
One workspace for leads, projects, and client updates, with no tab-switching.

A portal your clients actually check
Share progress without another email thread.

Meetings become action items
AI turns notes into decisions and tasks, automatically.
From requirement to delivery
Break work into milestones and tasks, tracked in one view.
One place for all of it
Not eight integrations.
Start free, upgrade when it pays for itself
No card to start, no trial countdown, and nothing is deleted if you stop paying.
Free
Everything you need to run up to 5 clients, properly.
- Try Remi — 1 free hour of AI meeting notes
- Up to 5 clients with a full client portal
- Up to 5 projects, 50 tasks
- Quotes and invoices — 20 of each a month
- 1 GB of document storage
Solo
For a freelancer running their client work solo.
- Unlimited clients, projects and invoicing
- Remi joins 10 meetings
- Scheduling and booking pages
- Full client portal
- 10 GB of document storage
- For 1 team member — bring on more with Agency Pro
Agency Pro
Most popularOne flat price for your whole team — no per-seat bill.
- Everything in Solo, unlimited team members included
- Remi joins up to 20 meetings a month
- Auto summaries, decisions and requirements from every call
- 100 GB of document storage
- Your branding on the client portal and booking pages
- Priority support
Everything a client touches
Eight modules on one data model, so a lead becomes a client, a client gets a project, and the invoice already knows who it is for.
Leads
Track a lead from first contact to signed client, with the history following them across.
Clients
Every contact, project, document and invoice for a client on one record.
Projects
Milestones with real target dates, and progress derived from the work rather than typed in.
Tasks
One list across every project, grouped by project, assignee, status or due date.
Meetings and scheduling
Share a booking link, then let the recording become a summary, decisions and action items you can assign.
Documents
Contracts, briefs and deliverables previewed in the browser, shared only when you say so.
Quotes and invoices
Convert a quote to an invoice in a click, export a PDF, and track the payment against it.
Client portal
Your clients sign in to see progress, documents and invoices. Nothing else.

