Documentation.
A library of guides: articles every client gets, a set written for one client, and team-only manuals.
Live simulation · What your client sees
Every client, lead and number shown is illustrative.
Library
Documentation
Guide
Category
Updated
For
How to request work
Getting started
Oct 2
EveryoneReading your hours
How-to
Sep 30
EveryoneYour intake form, explained
Your system
Oct 4
NorthwindApproving a design
How-to
Sep 18
EveryoneReminder texts — how they work
Your system
Oct 6
NorthwindNorthwind sees the common guides plus the ones written for them
How it works.
Write once
Guides every client gets, plus a set written for one client.
Sort it your way
Your own categories, renamed or reordered any time — no redeploy.
Each reader sees their shelf
Clients see common guides plus their own; manuals for your team stay internal.
What you get
- Categories you manage yourself
- Search and filter by client or category
- A guide per role, if you need one
More in what your clients see.
All features →Client dashboard
Where things stand, what needs them, and their next call — the first thing they see.
Projects
Their projects and tasks, live from ClickUp. They comment, you reply, and new requests land as tasks.
Files
A shared folder per client: uploads and links, comments on each file, and who can see what.