How it works

From first login
to a workspace
that runs itself.

A clear, five-stage path from purchase to a fully structured workspace, with no technical setup required at any point.

01

Choose your plan

Compare the seven workspace plans and pick the one that matches your seat count, project volume and storage needs. Every plan is a straightforward one-off licence purchase with no hidden extras.

02

Add to basket and review

Your chosen plans sit in the basket where you can adjust quantities, add a second plan for another department and see the exact total before you commit to anything.

03

Pay securely with Stripe

Checkout happens in an embedded Stripe payment form on our own domain. Card details go straight to Stripe; we never see or store them. You receive a confirmation page and email immediately.

04

Receive access and set up

Access details arrive within one business day. Import clients and projects from CSV or start with a template for agency work, consulting retainers or product delivery.

05

Automate and scale

Switch on automation recipes, invite your team, share client portal links and use the reporting suite to keep delivery predictable as volume grows.

Under the hood

What happens behind the scenes

Secure hosting

Your workspace runs on UK and EU based infrastructure with encryption in transit and at rest, plus automated daily backups.

Role based access

Invite team members with the permission level they actually need, from full admin down to view-only contributors.

Continuous improvement

Improvements ship regularly and are documented, so you always know what changed and why.

Timeline

A typical first week

Day 1

Purchase completed, access issued and your workspace created with your branding and team seats.

Day 2

Clients and active projects imported. Stages and owners configured from a template.

Day 3

First automation recipes enabled: task assignment, deadline reminders and status updates.

Day 5

Client portal links shared and your first weekly workload report reviewed with the team.

Start today

Bring your whole operation into one workspace

Choose a plan, add it to your basket and complete a secure Stripe payment. Access details follow within one business day.

0