Pick up where you left off.
Client notes, relationships, and session history, together. Less searching before the next conversation.
Your practice.
All in one place.
A connected workspace for the business of advice.
Built around your clients, and the way you work.
Maya Bennett
Existing client
Timeline
Follow-up appointment
2:00 PM · Video · 50 minutes
A new direction
Talked through priorities for the coming months. Pick up here next time.
Session noteFirst paid session
The beginning of the relationship.
Appointments
Wednesday, September 23
Mon 21Tue 22Wed 23Thu 24Fri 25
JLVideo
Jordan Lee
Advice session
MBVideo
Maya Bennett
Follow-up session
RPVideo
Riley Patel
Discovery call
Payments
The work and the payment, connected.
Collected this month$3,840.00
Awaiting payment$180.00
| Client | Session | Amount | Payment |
|---|---|---|---|
| Maya Bennett | Sep 18 | $240.00 | Paid |
| Jordan Lee | Sep 15 | $180.00 | Paid |
| Riley Patel | Sep 12 | $180.00 | Due |
Example workspace with fictional data.
Built around
the relationship.
Good advice starts with knowing the person.
Keep the context close, and the admin out of the way.
Know what's next.
Keep appointments connected to the people they're for. See the work ahead with the context to prepare.
Keep the full picture.
Follow the relationship from the first conversation to the paid session, with payment records alongside the work.