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Workroom add-on

A client experience designed to feel like your firm

Create a fully customizable, high-end destination for approvals, selections, documents, payments, and progress.

Trusted by the studios doing the work

ART DIRECTIONProduct mockup + interior-design context

Luxury portal art direction: desktop and mobile views, firm branding controls, customizable navigation, editorial project imagery, approvals, financial documents, schedule, files, and curated visibility.

What this changes
01

Customize branding, navigation, and presentation

The information stays useful because it remains attached to the people, project, and financial context around it.

02

Give clients one polished place to decide and pay

The information stays useful because it remains attached to the people, project, and financial context around it.

03

Control exactly what each client can see

The information stays useful because it remains attached to the people, project, and financial context around it.

The connected record

One update should not create five cleanup tasks

This capability connects with Projects, products, estimates, invoices, payments, documents, and Comms. The final visual should demonstrate how a change propagates instead of presenting the feature as a standalone tool.

CaptureConnectActLearn
See the connected workflow

Bring the real work into the demo

We’ll show how this part of Workroom connects to the records your team already uses.