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Features16 pages

Every part of the workspace, one page each.

Planner, pipeline, invoices, activity tracking and meetings share the same records, so a small studio can drop the separate tools and the Zapier glue between them.

  1. Today's plan

    09:00

    Deep work: Northgate proposal

    11:30

    Client call prep

    14:00

    Review portal feedback

    01

    Planner

    Today’s work, pulled from real projects and deadlines.

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  2. Inbox with context

    Northgate Dental

    Re: March deliverables

    2 action items

    North Lane

    Invoice question

    Draft ready
    AI draft with project context
    02

    Email Assistant

    Inbox replies and tasks, with client context attached.

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  3. Client kickoff

    Ozer Assistant · macOS

    Recording

    Transcript

    You

    Phase one scope by Friday…

    Client

    Can we add the portal mockups?

    Tasks

    Send proposal by Friday

    Add portal mockups to scope

    Schedule follow-up call

    03

    Desktop Assistant

    Native macOS app · Download for Mac

    Mac app for meetings, dictation, and activity tracking. Tasks and follow-ups without a separate stack.

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  4. Dictation

    fn

    Speaking into any app…

    Hi Sarah — thanks for the brief. I'll send the updated proposal by Friday with the portal mockups included.

    PunctuationGrammarPaste anywhere
    04

    Dictation

    Included in Ozer Assistant for Mac

    Press fn, speak, get clean text in any Mac app.

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  5. Activity

    Mon 30 Jun – Today

    Today

    2h 18m

    Selected range

    14h 06m

    F

    Figma

    Northgate Dental · Northgate homepage

    1h 40m
    G

    github.com

    3 sessions

    Northgate Dental · 3 sessions grouped

    52m
    C

    Cursor

    Unassigned · Portal API

    38m
    05

    Activity tracking

    Included in Ozer Assistant for Mac

    See where studio time goes and assign blocks to clients and projects.

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  6. Pipeline

    Lead

    4

    Proposal

    2

    Won

    1

    06

    Pipeline

    Leads become projects. Win once, never re-enter.

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  7. Active projects

    Timeline

    Northgate rebrand

    Design

    North Lane site

    Build
    07

    Project Management

    Jobs, phases, and timelines on the client record.

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  8. All tasks

    Send proposal revision

    Northgate

    Urgent

    Review portal mockups

    North Lane

    School run prep

    Personal

    08

    Tasks

    One task list across workspaces, linked to real work.

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  9. Contracts

    Northgate SOW, phase 1

    Signed

    North Lane retainer

    Sent
    09

    Contracts

    Send and track contracts on the client and job.

    Read more

  10. Monthly close

    Reconcile bank feed

    Chase outstanding invoices

    File contractor expenses

    2 of 3 complete

    10

    SOPs

    Playbooks your team runs, instead of PDFs nobody opens.

    Read more

  11. Northgate client portal

    Brand guidelines.pdf

    Ready for review

    Homepage v3

    Ready for review

    Invoice #1042

    Ready for review

    Synced with project

    11

    Client Portals

    Branded client spaces that stay on the project.

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  12. From project

    Invoice · Northgate rebrand

    £2,400

    Client details pre-filled from project

    12

    Invoicing

    Raise invoices from the project. Chase what is unpaid.

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  13. Revenue overview

    This month

    £8.2k

    Outstanding

    £1.4k

    FreeAgent synced
    13

    Finances

    FreeAgent sync for UK books

    What you earned and what is owed, with optional FreeAgent sync.

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  14. Northgate rebrand project

    Portal looks great — approve v3?

    Approved. Please send the invoice.

    Thread saved to project record

    14

    Messaging

    Client and team chat on the project instead of WhatsApp.

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  15. Project notes

    Northgate kickoff

    • • Launch date: 14 March
    • • Portal mockups in phase two
    • • Weekly check-in Thursdays
    15

    Notes

    Notes on the client or project they belong to.

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  16. Ask your second brain

    What did we agree with Northgate on launch?

    Launch is 14 March — from kickoff transcript and follow-up email.

    16

    Second Brain

    Ask what you agreed. Answers cite meetings and mail.

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