All features
Features built for how you actually work.
AI-native tools that turn your workflow into a single, seamless process — from the first quote to the final deliverable.
Feature
Quotes & Invoicing
The old way
Draft quotes in Google Docs, calculate line items by hand, send PDFs manually. Chase payments. Re-enter everything into your accounting tool.
With Workspace Studio
Generate professional quotes from a brief, adjust in seconds, convert to invoices with one click. Tax-ready, PDF export, payment tracking.
How it works
Create a quote with line items, set rates and quantities, add scope details. When the client accepts, click to convert into an invoice. Everything stays connected.
AI role
AI helps draft quote descriptions from your brief, suggests line items based on past quotes, and flags pricing inconsistencies.
Feature
Quote-to-Task Pipeline
The old way
Quote goes out in one tool. When it's accepted, you manually create tasks in another tool. Copy-paste every line item. Miss something? Rework.
With Workspace Studio
Every line item becomes a task automatically the moment a quote is accepted. Tasks are assigned, prioritized, and ready to go.
How it works
When a client accepts a quote, each line item spawns a task. Scope bullets become sub-tasks. The project is already built.
AI role
AI estimates task durations from similar past work, suggests assignees based on workload, and flags scope creep before it happens.
Feature
Project Management
The old way
Set up a board manually. Add tasks one by one. Chase updates. Status meetings to figure out where things stand.
With Workspace Studio
Kanban board that's already populated from your quote. Drag-and-drop, timeline view, team oversight without the overhead.
How it works
Open the project view. See all tasks from your quote organized on a board. Drag to update status. Timeline view shows deadlines.
AI role
AI auto-generates timelines from task estimates, suggests task dependencies, and highlights at-risk items before deadlines slip.
AI & your data
You bring the key. We bring the AI.
All AI features run through the API key you provide — Google Gemini, OpenAI, or others. Your data stays yours. No vendor lock-in, no hidden training on your work.
Bring your own key and get full access to AI quote generation, smart task creation, and intelligent timeline suggestions. No subscription to a separate AI platform needed.