One workspace
One platform for your work, clients, documents, communication and AI.
Clients, tasks, files, messages, and answers stay on the same work. PDF editing and Ask a PDF run on Windows today. The rest of the workspace is in development.
Connected
The client is the center. The work hangs off it.
Northwind is not a row in a separate CRM, a thread in Gmail, and a file in another tool. Those links are the product. Mail sync is still planned.
Northwind
Maya Khan · renewal · $18,400
Keep 12 March
Proposal.pdf · page 4
Call Maya · today 2:00
Services · $18,400
Cites page 4 and page 9
Signed the NDA · 1h
Tasks · planned
The task knows the client, the file, and the person.
List, board, or timeline. Priority, due date, comments, and the document stay on the card.
CRM · planned
A company, a deal, and the work already on it.
Northwind’s renewal sits next to the email, the proposal, the task, and the activity. This record is a preview.
Maya: keep 12 March. I’ll confirm on the call.
It renews on 12 March unless either party writes thirty days before.
Documents · planned
Folders, versions, and who can comment.
The shared library is planned. Opening and editing a PDF on this PC is what the Windows app does now.
PDF Studio · Windows
Change the line already on the page.
Text, highlight, image, comment, signature, page controls, and export stay in the file you opened.
This agreement continues for another year.
It renews on 12 March unless either party writes thirty days before.
The fee for that term is $18,400, paid on the first of the month.
AI · on Windows
Summarize the contract. Land on the page.
Ask a PDF names the pages it used. A wider assistant across clients and tasks is planned. The file is not uploaded to finish the question.
The engagement covers editing, signature, and the client thread.
This agreement renews on 12 March unless notice is given before that date.
Either party may end the renewal with thirty days’ written notice.
Fee for the next term: $18,400, due on the first of the month.
Signed for Northwind by Maya Khan, client lead.
Can we keep 12 March, or do you need the list?
Fee on page 9 matches the proposal.
Communication · planned
Mail, comments, and the client in one place.
Gmail is a planned connection. The sample thread already knows Northwind, Proposal.pdf, and the 2:00 call.
Studios
Write the proposal or the letter.
Templates, brand colors, fields, and a writing assist. Both stay next to the PDF.
Services for Northwind
We will edit the renewal, collect the signature, and keep Maya’s thread on this client.
Integrations
Connect the tools you already use.
Mail, files, meetings, and developer tools are grouped around the workspace. Every connection except license checkout is marked Planned.
The workspace these tools are meant to meet.
One platform
A few modules. Many kinds of work.
Not fifty disconnected tools. The same clients, files, tasks, and answers change with the industry you select.
Harrison & Co. keeps the return, the letter, the questions, and the open tasks on one client.
Modules
The workspace, not a pile of apps.
Select a module. The note says what it connects to, and the screen changes with it.
Tasks
A list, a board, and a timeline for the work attached to a client and a file.
Start here
One platform for the work, the clients, and the files.
Start on Windows. Yearly $79.99 or lifetime $149. Connected modules are marked planned until they ship.