Clients, requests, portals, and public forms

Keep the client record at the center of every request, project, message, file, invoice, and payment.

What it helps you do

• Capture leads and requests through forms and public workflows.
• Track client history, contact details, job context, and related files.
• Share the right information with clients without exposing the whole workspace.

Where it connects

Requests can become projects, calendar events, tasks, estimates, proposals, invoices, and inbox conversations.