AEAlex Everettalex@everettdesign.com
New client intake
Scope, goals, budget, timeline
Documents
3 files
Document collector
Requested docs with upload checklist
96Tasks
Project tracker
Milestones and progress per engagement
Time tracker
Log billable hours, roll-ups, exportable
Can't access portal
Invoice question
Password reset
Client help desk
Categorized requests in a triage queue
Assembly is live for the whole team
Internal communications app
Announcements and team channels
Build the firm only you can build
Stop stitching together tools that were never meant to fit.
Run and build everything in one place.