THE WORKSPACE
The conversation. The next step. The bigger picture.
Give every part of your work a place to belong.
Made for independent businesses, small teams and agencies.
The proposal looks good. Let’s talk next steps.
Illustrative workspace · Sample data
Less jumping between tools.
More room for the work you love.
Thursday, 1 October
Your workspace, at a glance.
2 tasks due today. 2 conversations waiting.
Your agenda, tasks and conversations. Know what needs you next.
And a connection between the parts.
Bring Google, Microsoft or a compatible IMAP mailbox into your workspace. Keep attachments and email-linked tasks and events together, with Google and Microsoft calendar sync on every plan.
Follow a lead into a client relationship. Coordinate project milestones, owners and dependencies, and record client acceptance alongside conversations and financial context.
Organize files, write documents and search by meaning. Keep sensitive entries in your vault and manage who can access them.
THE DETAILS THAT MAKE THE DIFFERENCE
Not just a place to collect work. A way to keep it moving—with the context, people and next steps together.
Drag tasks through your own columns. Add owners, dates and checklists, then coordinate project milestones with dependencies and recorded client acceptance.
Plan the handoffReview statement imports, match payments to invoices, and follow bills and receivables. Statistics brings cash flow, spending and client revenue into view.
Explore your workspaceOrganize files in folders, write documents and search their content. Connect a Google Drive folder when configured, with sync conflicts brought back for review.
See the connectionsAssign work to teammates and manage access with roles and permissions. Follow background analysis, review its changes and keep tasks and events linked to their source emails.
Find your starting pointLESS SWITCHING. MORE DOING.
You don’t need another place to put things.
You need a clearer way to move them forward.
See the conversations waiting for a reply, tasks coming due and the next meeting on your calendar. Your dashboard brings the day into focus.
Move from a client conversation to its project, documents and next steps. The details stay connected as the work moves forward.
Follow project milestones, finished tasks and incoming payments. Come back to a clear view of what’s done and what still needs you.
A LITTLE HELP WITH THE BIGGER PICTURE
Sidekick brings relevant details from your emails, documents, clients and projects into the conversation. Ask a question. Find a useful next step.
Meet SidekickGOOD QUESTIONS
Email, tasks, clients, projects, leads, documents, invoices and transactions, with a dashboard that brings them together. Google and Microsoft calendar sync is included on every plan. Live bank feeds require Team or Agency and a separate LunchFlow subscription.
Yes. Solo is built for one person running one company. Team and Agency add capacity for more people, connected accounts and shared work.
No. Start with the parts you need. Add a mailbox, import documents or bring in a bank statement, then connect more of your work as you go.
