Client Ledger

Apps

Connect the tools your clients write in

You choose the threads, files and channels we read. One at a time. The rest of your account is none of our business.

Google

Gmail, Drive and Calendar. You tick the threads and documents tied to the project, we handle the rest. We read nothing else, and you cut off access whenever you like.

Slack and Zoom

The channels you name, the meeting transcripts you allow. We never join a channel on our own initiative and we never record a meeting.

Trello, Notion, Asana and the rest

The catalogue grows in this order: the tools clients write in most. The current list, with the real state of each app, sits in your workspace on the Apps page.

Or connect nothing at all

Copying an email and pasting it works from the first minute, with any tool, including ones we will never connect. Plenty of our users stop there.

See what it looks like

A complete sample project, no sign-up. Click anywhere, nothing breaks.

Open the sample