See the workspace.
Then ask it a question.
Eight short steps through a working day with an example business. You'll see the workspace your team plans in, built on open-source Leantime (My Work, boards, timelines, timesheets and documents), and the assistant that answers from it and shows its sources.
One link to set up. Then everything is in one place.
The owner invites people, and each gets a one-time setup link. The same sign-in opens the team workspace and the assistant. There's nothing to install and no separate tool to learn.
You decide who's in, and whether employees can use the assistant.
One login for the work and the answers.
Owner and staff roles keep project files where they belong.
My Work: every person's day on one screen.
The workspace is built on Leantime, proven open-source project management. Each person's My Work dashboard pulls their tasks from every project, with a one-click timer and their own notes.
Everyone starts the day knowing what matters most.
Your follow-up tasks sit next to the jobs they belong to.
One view across every project, with time tracked as you work.
Boards for the work. Handoffs that stick. Timelines for the deadlines.
Every project can be a board, a table or a list. Tasks move between people with their comments, links and hours intact, through New, In progress, Waiting for approval and Done. Milestones sit on a timeline.
See the critical path, not just a pile of tasks.
Give clients real dates, taken from the timeline.
Every handoff is recorded, so nothing falls between people.
Timesheets, documents and files, in the same place.
Log hours against the task you worked on, by type of work. Reports roll hours up by project and person. Procedures and documents link to the tasks they belong to. Files are virus-scanned before anyone can open them.
Timesheets
| Henderson | Hrs |
|---|---|
| Leo | 22.5 |
| Priya | 9.0 |
| Planned | 28.0 |
Docs linked to work
Write a procedure once and link it to every task that follows it.
Files & calendar
Files stay in the project. Scans happen before anyone opens them.
See where the hours go while there's still time to act.
Quote the next job from real hours.
The procedure is one click from the task.
One assistant, built into the workspace.
Everyone talks to the same assistant. It reads the workspace with the permissions of the person asking, so it only ever sees what they can see. It reads and drafts; it never sends or changes anything by itself.
The assistant
Answers questions about your projects, tasks, deadlines, people and hours, from your own records, with the sources attached. Answers "how do I…?" questions about the platform. Drafts notes for you to review and send.
reads: only what the person asking can seeFor the owner
Sees everything in the business, because the owner does.
example: "what slipped this week, and who owns it?"For an employee
Sees only their own work, with their own private history. Only if the owner turns it on.
example: "what's due on my list this week?"What it won't do
Send email, change records, or look at anything outside your sealed workspace.
reads and drafts onlyYou decide who can use it, and it never has more access than the person asking.
Ask one question; no menus to learn.
It works from the same workspace you plan in.
One question. Every step checked.
Dana asks about schedule and hours. Here's what happens behind the scenes, as the platform logs it. Every step either passes or stops and tells you why.
Schedule and hours in one answer, without calling a meeting.
Know where a client's job stands before you call.
Every answer shows exactly which records it used.
It proves the answer, or tells you it can't. And it never sends anything itself.
This is the step most AI tools skip. If your records don't hold the answer, you're told plainly. When you ask for a draft, you get a draft: you edit it and send it yourself.
Subject: Henderson · permit sign-off
Hi Priya, the permit sign-off on Henderson was due on 16 October and is still open. Can you give me an update today?…
No made-up numbers, and nothing sent in your name by a machine.
First drafts done; you stay the one who sends.
Shows you what's missing from the record.
New to the platform? Ask it how.
The assistant answers "how do I…?" questions from our own help articles, for the role you have. If there's no article yet, it says so, and we write one.
Coming next
A CRM with quotes and invoicing inside your workspace, and questions about the documents you upload.
see "What's coming next" on the home pageAfter that
Saved routines for questions you ask every week, and custom assistants for jobs only your business does, tested before you approve them.
built only from read-only stepsIllustration · example business and data · workspace built on open-source Leantime