Software built around how you already work.
A private command center that sits next to the tools you already pay for and fills the gaps between them. Click through the demo below. Every tab is running today for a client; the firm and the data in the demo are made up.
- Keeps your practice and accounting software
- Sign-in protected, with roles
- Lives on accounts in your name
- Built one module at a time
Brightwater · Command centerSigned in as Maria Brooks, owner
Good morning, Maria Tuesday, Oct 13
2new inquiries
3jobs due this week
$4,200overdue
5follow-ups due
NewDana Kim Mill Street Capital asked for a portfolio valuationInquiry · 18 min ago
Due FriJ-118 portfolio valuation, Ava Ruiz assignedJob
9 days lateINV-2017 Coastal Realty, $4,200Invoice
Follow upHarborline Lending second outreach email dueFind Clients
All clearWebsite SEO check: nothing to fixSEO
How the business is doing 3 mo6 mo12 mo24 mo
148inquiries
22 mintypical first response
41%became jobs
$312,600collected
Billed by month
Where inquiries come from
Website form92
Email35
Phone16
Referral5
Inquiries + Add leadPaste an email
| Who | Need | Source | Status |
|---|---|---|---|
| Dana KimMill Street Capital | Portfolio valuation | Website | New |
| Raj PatelHarborline Lending | Lender appraisal, Salem | New | |
| Ashby & Rowe LLPJ. Rowe | Litigation support | Phone | Replied |
| Coastal RealtyT. Nguyen | Estate valuation | Website | Became a job |
Open as jobCreates the job with the client's details already filled in.
J-118 · Portfolio valuation In progress
ClientDana Kim, Mill Street CapitalDueOct 31Fee$4,800
Team
| Ava Ruiz, MAILead appraiser | $185 / hr | 12.5 hrs logged |
| Leo ChenResearch | $95 / hr | 6 hrs logged |
To-dos
DoneSite visits, 4 propertiesAva
Due Oct 24Draft reportAva · emailed a reminder
Create engagement letterA Word file with the client, scope, rates and fee filled in.
Invoices + New invoice
$18,400current
$6,9001 to 30 days
$4,20031 to 60 days
$0over 60 days
| Invoice | Client | Amount | Status |
|---|---|---|---|
| INV-2031J-118 | Mill Street Capital | $4,800 | Sent |
| INV-2029J-114 | Ashby & Rowe LLP | $6,900 | Due in 6 days |
| INV-2017J-109 | Coastal Realty | $4,200 | 9 days late |
| INV-2012J-104 | Northgate Realty Trust | $3,600 | Paid |
Contacts Import CSVExport CSV
Search 312 contacts
| Name | Company | Type | Last touch |
|---|---|---|---|
| Dana Kim | Mill Street Capital | Client | Today |
| Raj Patel | Harborline Lending | Lead | Yesterday |
| Ava Ruiz, MAI | Brightwater | Team | Oct 9 |
| Jon Rowe | Ashby & Rowe LLP | Referral | Oct 2 |
Find Clients
412not contacted
21reached out
6talking
3became clients
| Firm | Why they fit | Next step |
|---|---|---|
| Harborline LendingSalem · source checked | Commercial lender, 40 loans a year | Email 2 due today |
| Pierpoint PartnersLynn · source checked | Estate litigation practice | Email 1 |
| Seaview HoldingsBeverly · source checked | Family office, 12 properties | LinkedIn note |
Draft email 2Opens a Gmail draft with their name and an opening line. You edit and send.
Recruiting
| Candidate | Specialty | Priority | Status |
|---|---|---|---|
| Grace Holt, MAILicensed MA, NH · source checked | Hospitality properties | A | Interested |
| Ben OkaforLicensed MA · source checked | Industrial | B | Recruit email 2 |
| Lena Ferris, SRALicensed RI, MA | Residential, estates | B | Not contacted |
| Omar HaddadLicensed CT | Retail | C | Sent CV |
News Watch updated this morning
MarketBoston office values fall again in Q3 reportBusiness journal · 2 hours agoNews to share
RulesNew appraisal standards take effect January 1Industry association · yesterdayNews to share
CourtTax appeal ruling turns on comparable salesState court · 3 days ago
ProspectHarborline Lending opens a North Shore branchLocal news · 4 days ago
Files Upload many filesSend files to a client
| Person | CV | Fee schedule | Updated |
|---|---|---|---|
| Ava Ruiz, MAI | CV.pdf | Fees.pdf | Oct 9 |
| Sam Ortiz | CV.pdf | Fees.pdf | Sep 30 |
| Priya Shah | CV.pdf | Missing | Sep 12 |
Drop 20 files at once. Each is matched to the right person by name, and missing files are flagged.
Ava's portal what a team member or contractor sees
My jobs
J-118 Portfolio valuation, Mill Street CapitalDue Oct 31
J-121 Estate valuation, Coastal RealtyDue Nov 7
My to-dos
Due Oct 24Draft report for J-118Reminder emailed
Due Oct 20Upload updated fee scheduleUpload
SEO Run check nowCheck phone speed
100SEO score
0fix now
0worth improving
36pages checked
Score over time
606075100100
Every page loads, has a title, a description, one main heading, working links and valid structured data.
Users Invite someone
| Person | Role | Can see |
|---|---|---|
| Maria Brooks | Owner | Everything |
| Leo Chen | Staff | TodayInquiriesJobsContactsFind Clients |
| Jess Morin | Bookkeeper | Invoices |
| Ava Ruiz | Contractor | Portal only |
Audit log owners only
Maria Brooks created invoice INV-2031 for $4,800
Leo Chen opened inquiry from Dana Kim as job J-118
Ava Ruiz uploaded Fees.pdf
Leo Chen changed J-114 due date from Oct 15 to Oct 18
Maria Brooks gave Jess Morin access to Invoices
Demo with a made-up firm and made-up data. Use the tabs, or the arrow keys once a tab is selected.
How we build it
Map the work
We sit with you and trace how an inquiry becomes a paid job today, and where it gets stuck.
Build one module
Usually the one costing you the most time. You are using it within two to three weeks.
Run it together
We fix what does not fit how you work, import your old spreadsheets and train your team.
Add the next piece
Only when the last one is earning its keep. Stop whenever it is enough.
Built to be trusted with your business.
Your command center runs on accounts in your name. If we ever stop working together, it keeps running and nothing has to move.
- Sign-in protected. Nobody reaches it without an account you approved.
- Roles. Staff, bookkeepers and contractors see only their tabs.
- Audit log. Every change is recorded with a name and time.
- Your data. Export anything to a spreadsheet at any time.
- Your tools stay. We build around your practice and accounting software.
What it costs
$4,000One module, from
Logins and roles, audit log, your spreadsheets imported, training and 30 days of support.
$12,000Command center, from
Several modules with Today and a live dashboard, built and paid for one module at a time.
$599/moSystems care plan
Six hours a month for fixes and small features, new users and same-day answers.