Encrypted
Data is encrypted in transit and at rest.
Features
One workspace from first call to final invoice
Projects, time, invoices and clients share the same data, so every number is current and nothing gets typed twice.
Product areas
Plan, track and deliver
Boards, lists and timelines over the same tasks. Time tracking sits on every task, so billing is never a guess.
Atlas websiteReview, due Fri
Brand refreshIn progress, 56%
Q3 campaignPlanning
Onboarding kitReady to ship
Get paid without the chasing
Quotes become invoices, invoices carry a payment link, and reminders go out on the schedule you set.
INV-1042, Harbor & PinePaid
INV-1043, NorthwindSent today
INV-1044, Kite LogisticsReminder in 2 days
Monthly retainer, LumenRecurring, 1st
Every client, one page
Contacts, projects, invoices, files and notes for each client in one place, with a private portal you can share.
Harbor & Pine3 projects, $12.4k
Northwind Studio1 project, $3.1k
Kite Logistics2 projects, $8.9k
Lumen DigitalRetainer
Know where the money comes from
Revenue, profit per project and team utilisation, updated as work happens. Export to CSV any time.
Revenue, last 30 days$48,260
Average project margin38%
Team utilisation76%
Overdue invoices2
Automations
Let the routine work run itself
Rules move tasks, notify the right person and send reminders when something changes. Start from ready-made rules or write your own in plain words.
- When a task moves to Review, notify the client
- When an invoice is 3 days late, send a reminder
- Every 1st of the month, create the retainer invoice
When a task moves to Review, notify the clientOn
When an invoice is 3 days late, send a reminderOn
Every 1st of the month, create the retainer invoiceOn
Client portal
Give clients their own view
Each client gets a private link with their projects, files and invoices. They approve work and pay in one place, without another account to remember.
- Share progress without writing update emails
- Collect approvals and comments on files
- Clients pay by card or bank transfer
Share progress without writing update emailsOn
Collect approvals and comments on filesOn
Clients pay by card or bank transferOn
Time tracking
Track time where the work happens
Start a timer on any task, add hours by hand or fill in a weekly sheet. Billable time flows straight into invoices.
- Timers on every task
- Weekly timesheets with approvals
- Billable and internal hours kept apart
Timers on every taskOn
Weekly timesheets with approvalsOn
Billable and internal hours kept apartOn
Integrations
Works with the tools you already use
Connect payments, calendars, accounting and chat in a few clicks.
StripePayPalGoogle WorkspaceMicrosoft 365SlackQuickBooksXeroZapierDropboxGoogle CalendarHubSpotNotion
Security
Built to keep client data safe
Roles and permissions
Decide who sees billing, clients and reports.
Daily backups
Backups every day, kept for 30 days.
Your data, your choice
Export everything as CSV whenever you like.
Run your business from one place
Start free for 14 days. No card needed, and you can bring your clients over from a spreadsheet in minutes.