Every process has a beginning, a middle, and an end. Orchestrate all of them.
Contracts, onboardings, approvals, investigations — complex processes that lived in email and spreadsheets now have structure and traceability.
Free for up to 3 users. No credit card required.
Frequent incidents
You know these situations.
A process that lives in email and spreadsheets leaves no trail. Each of these becomes a case with an owner, a deadline and a history.
- 01The phantom status“It's 3 PM and someone asks for the third time: where does that case stand?”→ Visible stage
- 02The lost email“The document was requested by email. Three days later, it arrived over the phone. Wrong file.”→ Portal
- 03The side spreadsheet“47 columns, 3 versions, nobody knows which one is right”→ Fields
- 04The process in someone's head“The person who knows the process went on vacation. Nobody knows the next step.”→ Template
- 05The surprise audit“They asked for evidence from last year. It took us two weeks to gather it.”→ Timeline
How it works
Simple to start. Powerful to scale.
- Step 01
Design the process
Define stages, fields, assignees, and automations. Use a ready-made template or build from scratch — no code, no IT.
- Step 02
Open a case
Each demand becomes a case with its own life: documents, deadlines, participants, and complete history.
- Step 03
Let the platform work
Automations move stages, chase deadlines and notify whoever is next. Your client follows everything through the portal — no account needed.
Boards
Every process gets its own board
Stages you define, cases that move through them, and a count you can trust. Drag a card and the timeline, SLA and assignee all follow.
- — Kanban, table, cards, calendar and feed views on the same data
- — Colour-coded stages with initial and final markers
- — Priority, tags and owner visible without opening a card
Traceability
An audit trail nobody has to maintain
Comments, documents, tasks, decisions and stage changes land on one timeline, in order, with the person who did it and when.
- a.Every artifact tied to the stage it happened in
- b.Decisions recorded with justification, not buried in a thread
- c.Grouped by day, searchable, exportable
Dossier index
Not another tool. The structure that was missing.
Stages, documents, decisions, people and automations in one traceable place.
Case Management
Every demand becomes a case with stages, deadlines, and assignees. Know exactly where everything stands — without asking anyone.
Custom Forms
25+ field types: currency, tax ID, dates, signature. Your process data, in your process format.
Versioned Documents
Upload, approval, and digital signature inside the case. Every version tracked. No more lost files in email.
Client Portal
Your client replies via link, no account needed. Documents, messages, and status — all inside the case.
Traceable Decisions
Approvals with justification, reviews with feedback, tasks with owners and deadlines. Who did what, when, and why.
Smart Automations
Stage changed? Notify, assign, follow up. Automatically. 100 rules per template, zero code.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.
Free for up to 3 users. Forever.