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One record for every relationship.

Everything about a client in one place. The projects, the files, the contracts, the invoices, the conversation, and a health score that tells you who needs attention.

VA Villa Amandine Retainer since March · Amandine Rousseau Health Strong 86
Brand identity · project opened
From the accepted estimate. Deposit invoice drafted automatically.
March 4
Signed agreement
Stored on the project with its audit trail.
March 9
Moodboard round 2 · approved
Approved in the portal. Unblocked the identity phase.
Yesterday
Invoice INV-0011 · paid
Retainer plus 14.0 tracked hours, reconciled.
Today

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VA Villa Amandine Boutique hotel · client since Mar 2025 Active
Projects3 Billed$14.5k Open$0
Moodboard round 2 approved just now
Invoice INV-0031 paid 4m
Discovery workshop completed 26m

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Relationship health Villa Amandine
Pays on time92% Replies to approvals78% Scope holds64%
Two approvals have sat with this client for more than a week.

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Health is read from what actually happened: payment history, approval replies, and how often scope moved.

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