How it works
Design forms, automate approvals, manage documents, and keep business operations moving from one structured digital workspace. This is the real product, not a mockup.
Feature Highlights
The core modules teams use every day to build workflows, manage information, and keep decisions accountable.
Build forms without writing code
Create forms in a drag-and-drop builder with templates, themes, smart fields, validation rules, and real-time preview. Connect a form to a workflow and every submission starts its process automatically. Full-text search even looks inside form content.
- Drag-and-drop builder with templates and themes
- AI assistant that generates forms from a prompt
- Connect to Workflow to route every submission
- Submissions tracked per user and across the organisation
Route work through governed stages
Workflows are chains of task stages, each owned by a person or a workgroup. Owners move work forward or back, refer it, or pause it, and decision stages branch on approve, deny, query, or recommend. Rehearse the whole flow yourself with Test Run, then activate Runtime to go live.
- Visual builder plus spreadsheet import
- Approval, query, recommend, and parallel task types
- Test Run routes every stage to you for rehearsal
- Completion reports capture the final Accepted or Denied outcome
File everything, control who sees it
A structured document system for your whole organisation. Drag files between folders, set per-role view and edit rights, and add passwords, expiry dates, and access limits on sensitive files. Everything stays searchable from one place.
- Folder trees with drag-and-drop filing
- View, edit, and full-control permission levels
- Passwords, expiry dates, and access-count limits per file
- Export lists to CSV, Excel, or PDF
Sign documents and memos digitally
Draw or upload a signature once and use it across memos, documents, and workflow stages. Saving or replacing a signature is verified with a one-time passcode, so signatures stay yours.
- Draw or upload your saved signature
- OTP verification on save, replace, and sign
- Place and resize signatures on documents
- Signatures flow through memos and approvals
Keep events and deadlines in view
Schedule events with invitees, recurrence, reminders, meeting links, and attachments. Each invitee's confirmation status is tracked, and events sit beside the tasks and workflows they belong to.
- Day, week, and month views
- Invitees with per-person confirmation status
- Recurrence, alarms, and meeting links
- Active and archive views with export
One platform, many operations
Every module shares the same organisation, permission model, and audit trail, so nothing falls between systems.
Case Files
Matter and project containers that bind clients, tasks, milestones, documents, memos, and linked workflows, with per-member permissions and secure client messaging.
E-Memo Manager
Formal internal memos with recipients, attachments, and signatures. Memos travel with workflow stages, so every hand-off keeps its paper trail.
Task Manager
Personal and organisational task queues with priorities, due dates, and progress tracking, feeding the dashboard's attention-needed view.
HR Management
Leave requests and approvals, team presence, availability tracking, employee directory, onboarding dossiers, organograms, and cover queues.
Finance
Invoices, expenses, payments, client accounts, and aging reports, with invoice approval wired into workflow tasks.
Reports and Data
Model custom tables, register forms as data sources, save reusable queries, and assemble drag-and-drop reports you can share by public link.
Workspace Agent
A role-scoped AI agent that navigates the workspace, generates forms, guides workflow builds, and performs confirmed actions on your behalf.
Admin and Governance
Custom roles with granular permissions, workgroups, full audit logs, SLA escalation tickets, and API tokens for integration.
Bring Your Own Stack
Connect your own database, S3-compatible storage, vector store, and LLM provider, with per-model usage metering and encrypted credentials.
See it with your own data
Set up your organisation, build your first form, and take a workflow from rehearsal to runtime.