Clients & projects
Scoped client records, inquiry qualification and project delivery states.
99 Technology Services · Client delivery
Client delivery, from brief to handover.
Keep the agreed scope, client approval and project files in one private workspace.
Access is set up with your agency. Scope, support and pricing are agreed before work begins.
Included in the workspace
The tools for that delivery.
Proposals & approval
Versioned scope and USD amounts, client acceptance, basic PDF export. Not electronic signature or payment.
Document delivery
PDF/text up to 2 MiB, AI summaries, generated PDFs and expiring shares. New uploads expire after 30 days. Daily encrypted recovery is available after owner recovery-kit setup.
Individual access
Individual revocable owner/staff/client keys, manual onboarding and operator key recovery. Email/password registration remains unconnected.
Set up with care
Know what is included.
Individual owner, staff and client access. PDF/text files up to 2 MiB;100 files/100 MiB per client. New uploads expire after30 days. Encrypted file recovery requires the owner to save a private recovery kit.
Payment processing is not connected. A proposal can record a USD quote and USD/USDT preference; payment arrangements are confirmed separately. Invitations and support are handled by your agency.