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Verticals

Same platform. Different vocabulary.

Each pack extends the core data model with the entities, rules, and rhythms of your industry. The chassis is the same — the pack is what makes it feel like it was built for you.

PACK · 01

CPA & Accounting

Engagements

Tax seasons, audits, advisory retainers. Deadline math that knows your jurisdiction. Client requests that don't fall through the cracks.

Reserve a CPA & Accounting pack

ENTITIES IT KNOWS

  • Engagement (1040, 1120, 1065, audit, advisory)
  • Filing (jurisdiction, form, due date, extension)
  • Reconciliation
  • Engagement Letter
  • Time entries

RULES THAT FIRE

  • Filing deadlines roll forward when extensions are granted
  • Unverified reconciliations surface 5 days before close
  • Engagement letter expiry flags before season starts

PLAYS WELL WITH

  • Stripe (firm billing)
  • Plaid (client bank link)
  • Email & calendar

PACK · 02

Construction & GC

Projects

Bids, submittals, RFIs, change orders, daily logs. The platform knows which deadlines have float and which are critical path.

Reserve a Construction & GC pack

ENTITIES IT KNOWS

  • Project
  • Submittal
  • RFI
  • Change Order
  • Daily Log
  • Bid
  • Subcontract

RULES THAT FIRE

  • Critical-path tasks bubble up regardless of order
  • Submittals due to architect surface 48h before deadline
  • Bid coverage thresholds trigger BD attention

PLAYS WELL WITH

  • Email & calendar
  • Drive (drawings)
  • Procore-compatible export

PACK · 03

Consulting

Engagements

Statements of work, hours against scope, deliverables on the runway. Margin signals before you're underwater.

Reserve a Consulting pack

ENTITIES IT KNOWS

  • Engagement (SOW)
  • Phase / Workstream
  • Deliverable
  • Time entry
  • Approval

RULES THAT FIRE

  • Scope creep alerts when work outpaces SOW hours
  • Margin signals before they hit reporting
  • Deliverable status rolls to client-facing dashboards

PLAYS WELL WITH

  • Email & calendar
  • Drive (deliverables)
  • Time-tracking imports

PACK · 04

Real Estate Brokerage

Transactions

Listings, buyer reps, closing checklists, commission splits. Every contingency deadline tracked, every disclosure named.

Reserve a Real Estate Brokerage pack

ENTITIES IT KNOWS

  • Transaction (listing, buyer rep)
  • Contingency
  • Disclosure
  • Closing Checklist
  • Commission Split

RULES THAT FIRE

  • Contingency deadlines tracked per jurisdiction
  • Disclosure completeness check before closing
  • Commission splits auto-computed at close

PLAYS WELL WITH

  • Email & calendar
  • DocuSign-compatible signing
  • MLS imports

PACK · 05

Creative & Marketing Agencies

Engagements

Retainers and project work side by side. Hours, deliverables, approvals — and the AI drafts the status email before the client asks.

Reserve a Creative & Marketing Agencies pack

ENTITIES IT KNOWS

  • Engagement (retainer or project)
  • Deliverable
  • Approval
  • Time entry
  • Retainer hours

RULES THAT FIRE

  • Retainer health: hours-used vs hours-allotted
  • Approval-overdue surfaces to account lead
  • Status email drafted weekly from real activity

PLAYS WELL WITH

  • Email & calendar
  • Slack-compatible status digest
  • Drive (creative)