Software that runs the business the way you would.
A private command center that sits next to the tools you already pay for, takes over the repetitive work, and keeps the procedures, sign-offs and records a well-run operation needs. Click through the demo below. Every tab is running today for a client; the firm and the data in the demo are made up.
- Keeps your practice and accounting software
- Sign-in protected, with roles
- Lives on accounts in your name
- Built one module at a time
- Every box links to the tab where the work is.
- Red means something is late, like an inquiry waiting over 24 hours.
- Reach out today picks five firms and recruits each morning.
- Give a to-do to anyone, with an optional email heads-up.
- Nothing to fill in. It is worked out from the other tabs.
- Pick 3, 6, 12 or 24 months at the top.
- Click a box to filter the list, and click it again to clear it.
- Open a lead to reply, set the status, assign it and set a follow-up date.
- Record the outcome when it is decided, so the dashboard knows why work was won or lost.
- Mark junk as Spam instead of deleting it.
Click a lead to open it.
NewDana KimMill Street Capital · Portfolio valuationWebsite · 18 min
We need a valuation of six multifamily properties for our Q4 lender review, ideally by month end. Can you send credentials and your fee schedule?
Hi Dana, thanks for reaching out. Six multifamily properties by October 31 is workable. Could we take 15 minutes tomorrow to confirm addresses and what your lender needs to see? Our credentials and fee schedule are attached.
Hi Dana, attached are the CVs and fee schedules for the appraisers we would put on this. Ava Ruiz, MAI would lead. Happy to answer anything.
Hi Dana, to get started we need the rent rolls, trailing 12 month operating statements and any recent capital work for each property.
Hi Dana, thank you for thinking of us. This one is outside what we do, but here are two firms who would be a good fit.
NewRaj PatelHarborline Lending · Lender appraisal, SalemGmail label · 26 hrs
Need a lender appraisal on a 40,000 sq ft retail center in Salem. What is your turnaround?
Files sent · openedAshby & Rowe LLPRepeat clientJ. Rowe · Litigation supportPhone
Oct 9: called, conflict check clear. Oct 10: credentials sent by private link. Oct 10, 4:12 PM: link opened by J. Rowe.
Became a jobCoastal RealtyT. Nguyen · Estate valuationWebsite
Opened as job J-109 on Sep 28.
- Open a job with + New job, or from an inquiry with Open as job.
- Move the stage along and record the conflict check date.
- Prepare the engagement letter, check it, then send it for e-signature.
- Updates from your team arrive with a New tag. Mark them read or add the dates to deadlines.
J-118Mill Street Capital · Portfolio valuationIn progress
Click a stage to move the job along. Change any field in the engagement letter.
Dear Dana Kim,
Brightwater Appraisal Group will provide an appraisal of six multifamily properties for a lender review for Mill Street Capital. Our fee is $4,800, and the report will be delivered by October 31, 2026.
Lead appraiser: Ava Ruiz, MAI, at $185 per hour for any additional work.
J-114Ashby & Rowe LLP · Litigation supportNew updateReport
Attorney moved my deposition to November 4. I will need the final exhibits by October 28.
J-112Coastal Realty · Estate valuationDeadline 2 days late
Client documents were due Oct 11. A reminder draft is ready on the job.
J-121Coastal Realty · Estate valuationEngagement sent Oct 9
Waiting on the client's signature. When Google emails that it was signed, the Gmail label marks it Signed here.
- At the start of each month, create invoices from Time ready to invoice.
- Make the same invoice in your accounting software and send it as usual.
- Record payments as they arrive. The balance and aging update by themselves.
- Late invoices get friendly, second and final reminder drafts.
Click an invoice to record a payment or draft a reminder.
INV-2017Coastal Realty · J-109$4,2009 days late
Hi T., a quick note that invoice INV-2017 for $4,200 was due on October 4. Let me know if you need another copy.
Hi T., following up on INV-2017 for $4,200, now past due. Could you let me know when we should expect payment?
Hi T., INV-2017 for $4,200 is now well past due. Please arrange payment this week or call me to discuss.
INV-2029Ashby & Rowe LLP · J-114$6,90012 days
Friendly reminder sent Oct 5.
INV-2031Mill Street Capital · J-118$4,800Sent
Recorded from the sent email Maria labeled "Add invoice". Due Oct 27.
INV-2030Northgate Realty Trust · J-116$13,600Sent
Due Nov 2.
INV-2012Northgate Realty Trust · J-104$3,600Paid by ACH
Paid Oct 2. Contractor paid on Oct 5.
- Built automatically from inquiries, jobs, outreach and your team.
- Import your old list once. Duplicates are skipped and the import can be undone.
Dana KimMill Street CapitalClient
dana@millstreet.example · 617 555 0142 · Jobs: J-118 · Last touch today
Raj PatelHarborline LendingLead
From an inquiry yesterday · Also on Find Clients
Jon RoweAshby & Rowe LLPReferral
Sent us 3 jobs this year · Last touch Oct 10
Ava Ruiz, MAIBrightwaterTeam
Portal user · 3 active jobs
T. NguyenCoastal RealtyClient
Invoice INV-2017 overdue
- Start with priority A firms and set yourself as the owner.
- Open the next email as a Gmail draft, then log it.
- Every log sets the next follow-up date, which shows on Today.
- Anyone who says no: mark Do not contact.
Open a firm, log a touch or open the next email.
Harborline LendingSalem · lender · priority AEmail 2 due today
Commercial lender closing about 40 loans a year on the North Shore. Source: the bank's own lending page.
- Oct 6 · Email 1 sent by Leo
- Oct 8 · LinkedIn note sent
Hi Mark, Maria Brooks at Brightwater. We turn commercial appraisals around in as little as five days, which matters when a closing is waiting. Worth a short call?
Hi Mark, one more thought: we keep two certified appraisers free each week for lender rush work. If a deal is stuck waiting on a report, send it my way.
Hi Mark, I will leave it here. If timing ever changes, I am one email away.
Hi, this is Maria Brooks with Brightwater Appraisal. I am not selling anything today; I am trying to find who orders commercial appraisals for your loans. Could you point me to them?
Pierpoint PartnersLynn · law firm · priority BTalking
Estate litigation practice. Call set for Oct 15.
Northgate Realty TrustQuincy · REITBecame a client
First job J-104, paid.
Seaview HoldingsBeverly · family officeLinkedIn note due
12 properties. Source: firm website.
- Start with priority A in the specialties where you are thin.
- Only use contact details people publish professionally.
- Recruit 1, 2 and 3 go about a week apart.
- When someone joins, add their files and rates in Files.
Open a candidate to see the source and the recruiting emails.
AGrace Holt, MAIHospitality · licensed MA, NHInterested
14 years in hotel and resort valuation. Source: her firm's team page. Contact details as published there.
- Oct 2 · Recruit 1 sent
- Oct 8 · Replied, interested
Hi Grace, we get steady requests for hospitality valuations and want a specialist we can rely on. Would you be open to contract work alongside your practice?
Hi Grace, following up. The work is flexible and paid at your own rates. Happy to send details.
Hi Grace, I will leave it here, but the door is open any time.
BBen OkaforIndustrial · licensed MARecruit 2 due
Source: state appraisal society directory, then his own site.
BLena Ferris, SRAResidential, estates · RI, MANot contacted
Source: LinkedIn and firm site.
ASam OrtizLitigation · MAJoined
Joined in August. Files and rates are in Files; portal login given on Users.
- Deals and disputes shows stories that name firms you could work with.
- News to share comes with a LinkedIn post to start from.
- Check nobody on your team is on the other side before reaching out.
MarketBoston office values fall again in Q3 report2 hours ago
A good one to share. Here is a LinkedIn post to start from:
DisputeTax appeal over Quincy tower turns on comparable salesyesterday
Counsel named: Pierpoint Partners. Check nobody on your team is already working for the other side before reaching out.
ProspectHarborline Lending opens a North Shore branch4 days ago
Saved by Leo. A reason to send email 2 this week.
RulesNew appraisal standards take effect January 1yesterday
Flagged for a short article on your site.
- Upload many files at once; each is matched to the right person by name.
- Rates read from fee schedules fill into jobs and agreements.
- Send files as attachments or a private link, and see when it is opened.
Ava Ruiz, MAILead appraiserCV · Fees
Rates were read from her fee schedule. They fill into jobs and agreements automatically.
Sam OrtizLitigationCV · Fees
Updated Sep 30.
Priya ShahResidentialFee schedule missing
- This is what a contractor sees after signing in with a one-time code.
- They only see the jobs they are on.
- Time they log flows into next month's invoice.
Total on this job: 5.0 hours
- Download a template, then use Save As so the template stays clean.
- Every script has a copy button.
Scripts open with a copy button.
Voicemail, under 20 secondsPhone
Maria Brooks, Brightwater Appraisal, 617 555 0100. We turn commercial appraisals around in as little as five days. If a deal is waiting on a report, call me back. 617 555 0100.
LinkedIn connection noteLinkedIn
Hi, I run a commercial appraisal firm on the North Shore. Many of our requests come from lenders on tight closings, so we keep capacity for rush work. Happy to be a contact.
- Tick each item as you do it. The time is recorded.
- If something could not be done, add a note saying why.
- Sign off at the end of the day. The day is then locked and kept.
- The owner can edit the checklist and the procedures.
Tick the boxes, add a note to anything you could not do, then sign off.
Past dayslast 45 days
Procedure: How to bill a job at the end of the month7 steps
- At the start of each month, Today shows Time ready to invoice.
- Open Invoices. Each job's unbilled time is listed at each person's rate.
- Click Create invoice.
- Make the same invoice in your accounting software and send it as usual.
- Enter the same invoice number here and save. The time is marked billed.
- Label the sent email "Add invoice" in Gmail.
- Record payments as they arrive.
Procedure: How to answer a new inquiry4 steps
- On Today, click the inquiry.
- Pick a reply template and open it as a Gmail draft.
- Set the status to Contacted, assign it and set a follow-up date.
- Add a note about what you did.
- Runs by itself once a week.
- Anything under Fix now needs attention. Worth improving can wait.
Every page loads, has a title, a description, one main heading, working links and valid structured data.
- Choose which tabs each person can open.
- Access is enforced on the server, not just hidden.
- Remove someone in one click when they leave.
Click a tab name to give or take away access.
| Person | Role | Can open |
|---|---|---|
| Maria Brooks | Owner | Everything |
| Leo Chen | Staff | |
| Jess Morin | Bookkeeper | |
| Ava Ruiz | Contractor | Portal only |
- Every change, by whom and when.
- Restore anything changed or deleted by mistake.
- Owners only.
A working demo with a made-up firm and made-up data. Click into rows, change fields, pick email templates, tick the checklist and sign off. Buttons that would email or download in the real system explain what they do instead.
The repetitive work, automated
Your team keeps working in Gmail. A label is all it takes to send an email to the right place.
Controls you would expect at a bank, sized for a small team.
Twenty years of running trade operations taught one thing above all: if it is not written down, checked and recorded, it did not happen. Every command center is built that way.
- Procedures. Every everyday job written step by step, with a daily checklist that is signed off and locked.
- Roles. Staff, bookkeepers and contractors see only their tabs, enforced on the server.
- Audit log. Every change recorded with a name and time, and anything can be restored.
- Reconciliation. Imported records are matched to the penny, and anything that does not tie out is flagged for you to check.
- No surprises. Nothing is sent, signed or paid without a person doing it.
- Tested. An automated test suite runs before every release. The current client build has 159 checks.
- Yours. It runs on accounts in your name, and you can export everything at any time.
Moving in is part of the job
Map the work
We trace how an inquiry becomes a paid job today, and where it gets stuck.
Bring your history
Contacts, jobs, invoices and payments exported from your current tools, imported, and reconciled.
Write it down
Procedures, a daily checklist and a plain-English guide for your team.
Train and run it together
We fix what does not fit how you work, then add the next module only when this one earns its keep.
Your practice management and accounting software stay. We build around them, and we will tell you when something you already pay for does the job better than anything we could build.
What it costs
One working tool with logins and roles, the audit log, your records imported and reconciled, training and 30 days of support.
Several modules with Today, live dashboards, procedures with a daily sign-off and a written staff guide. Built and paid for one module at a time.
Six hours a month for fixes and small features, new users and same-day answers.