The features below describe the AI-in-the-portal product we're building. Today, we can wire up custom AI flows inside a Custom Build engagement. Join the waitlist to be notified when these productized features ship.
Join the waitlistCopilot, digest, doc Q&A, smart messaging, and risk alerts — all grounded in your real project data. Tied to your plan tier with transparent token tracking.
Each feature is a first-class part of the platform — not a chat sidebar tacked on the side. They share context with your projects, invoices, and messages.
Conversational copilot inside your client portal. Ask "what is the status of milestone 3?" or "summarize the last week of activity" and get instant grounded answers.
Every Monday, an AI-written executive summary of progress, risks, and next steps — emailed to stakeholders. No more chasing status updates.
Ask natural-language questions across all of your project documents, briefs, and notes. Cited answers, not summaries.
Hover any line item on an invoice and see a plain-English explanation of what the work covered, with links to the underlying activity.
Suggested replies, tone adjustment, and one-click thread summarization in the project messaging UI. Catch up on a 60-message thread in 5 seconds.
Anomaly detection across spend, churn signals, stalled projects, and failed payments. The platform tells you what needs attention before you ask.
Every AI response cites the underlying data — milestones, messages, invoices, documents — so you can verify what it tells you.
Every AI call is logged per feature and per organization. You and your customers can see exactly what AI is being spent on.
No training on your data. Sensitive fields are redacted before any model call. Full audit log of every AI interaction.
When the AI is unavailable or unsure, the platform falls back to deterministic templates and human-in-the-loop flows. Never broken, never blocking.
Token usage is included in every plan. Enterprise can bring their own model endpoint (Azure OpenAI, AWS Bedrock, or self-hosted).
We will scope a 2-week pilot with one of your existing projects so you can see the difference before committing.