Connected business workflows
Company boards, clients, people, approved time and operational finance provide the shared context for work. Chat and document workflows add to these connections.
PRODUCT DIRECTION
Available today.
Planned for tomorrow.
Explore the platform’s foundations and planned features. Before planning a rollout, confirm which capabilities are available in your workspace.
Planned AI capabilities
Planned AI capabilities include turning briefs into plans, using workspace knowledge, identifying blocked work, suggesting time entries and analyzing business performance.
AI Board
An expanded AI Board is in development. It is intended to link risks, warnings, important information and positive changes to the records behind them and suggest a response. Its analysis is limited to information the user can access.
Advisors and Time Intelligence
The current advisory model draws on three roles: Revenue Strategist, Finance & Risk Controller, and People & Operations Director. Private Time Intelligence is still in development.
Controlled automation
The automation roadmap starts with observation, suggestions and drafts, then moves toward actions within granted permissions. The planned controls protect manual edits and require approval and a recorded history for high-risk actions. These are roadmap requirements; they do not mean every capability is available today.
CRM / Planned
The planned CRM is intended to connect sales opportunities and commercial conversations with the start of client work, so the team can see what was agreed. It is separate from the client-management capabilities available today.