Document Management

Store project documents in secure cloud. AI auto-classification, instant access.

How It Works

Create your free account in 2 minutes

Add your team and set up workflows

Create your first project and boost productivity

Upload files up to 20 MB per project

AI automatic document classification

Secure cloud storage and access control

All document types: PDF, Word, Excel, images

What is the maximum file size?

Files uploaded per project can be up to 20 MB each.

Which file formats are supported?

PDF, Word (DOCX), Excel (XLSX), PNG, JPEG, and other common formats are supported.

How does AI classification work?

Uploaded documents are analyzed by AI and auto-categorized. You can accept or change the suggestion.

Are documents secure?

Yes. All documents are protected with SSL encryption and role-based access control.

Is there a storage limit?

Solo plan: 1 GB. Team plan: 10 GB. Professional plan: 100 GB of storage.

Manage all your clients in one place. Profiles, contacts, notes, projects, and financial history — all in one platform.

Organize client projects. Tasks, documents, expenses, and contacts — all in one project view.

7-day free trial, cancel anytime.