New Record

Let agency staff quickly create new clients, projects, invoices, approval requests, or users with guided, context-aware forms.

Add a new client organization with primary contact and billing preferences.

Create a new project under an existing client with dates, budget, and owner.

Issue an invoice linked to a client and optional project, with due dates and totals.

Request internal approval for a client, project, or invoice change.

Invite a new team member and assign the right role and permissions.

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