The right view for every role in your firm.
The owner sees the whole firm. Account managers see their clients. Everyone gets exactly the information they need — and nothing they don't.
Team & dashboard capabilities
Owner Dashboard
The firm-wide view: total open tasks, tasks scheduled today, overdue by AM, per-AM client count and task completion rate. See the health of the entire practice at a glance.
AM Dashboard
Each account manager sees their personal dashboard — their client list, upcoming tasks sorted by scheduled date, and their own completion statistics. Focused, not overwhelming.
Live Activity Feed
A chronological feed of everything that's happened across the firm — tasks completed, documents uploaded, statements reconciled, messages sent. The owner sees all; AMs see their scope.
Role-Based Access
Two roles: Owner and Account Manager. Owners see everything. AMs see only the clients assigned to them — and all related tasks, documents, messages, and bank data inherit that scope automatically.
Team Management
Add account managers, view their stats, and reassign clients as your team grows. The owner controls role assignment — AMs can never elevate their own permissions.
Per-AM Performance Metrics
The owner dashboard shows each AM's open task count, completion rate, and overdue tasks — so you can spot bottlenecks and support the right people before month-end pressure builds.
Scoping that works without configuration
When a client is assigned to an AM, every piece of data attached to that client — tasks, documents, messages, and bank statements — automatically scopes to that AM.
There's no per-feature permission toggle. Scoping is enforced at the server level on every request. AMs literally cannot see data outside their client list, even if they know the URL.
Activity feed — know what changed and when
Every significant action — task completion, document upload, statement reconciliation, message sent, engagement letter signed — logs an activity entry.
The owner sees the full firm feed. AMs see only their clients' activity. No information leak, no extra setup.
A dashboard your whole team will actually use.
Join the beta and set up your team today.
Join the beta