Client Ledger

Features

What Client Ledger does

Your exchanges with a client are scattered across email, meetings and three other apps. Client Ledger pulls out what commits you, and files it where you will find it again.

Everything that commits you, in one place

A decision, a promise, a date, an approval. You paste in an email or a meeting note, we pull out those items, and you keep the ones that are right. Each one holds on to the message it came from, word for word.

  • The original text is never edited
  • You correct the wording, not the evidence
  • Nothing enters your history without your say-so

One page that tells you what is waiting

It only shows what is waiting on an action from you: a request that arrived, an approval running late. A project moving along without you takes no space on it.

Find the exact sentence

“What did we say about rounds of feedback?” Type three words, get the exact sentence and the message it came from. Handy in a meeting, very handy just before an invoice.

Progress updates you do not write from scratch

From what you kept, we prepare a draft update for your client. You read it, you fix it, you send it from your usual mailbox. Nothing goes out on its own.

See what it looks like

A complete sample project, no sign-up. Click anywhere, nothing breaks.

Open the sample