Slateo SlateoKeep each client's projects, documents, and feedback organized and separate, while giving clients exactly the visibility they need, no more, no less.
Track each client organization and its contacts, with the documents and feedback linked to them, so account context is never scattered.
Grant clients a restricted role scoped to their own project, so they can check status without seeing other accounts' work.
Define workflow stages that fit each client's process, or let AI suggest a starting structure when you kick off a new engagement.
Share a public form for client intake or feedback, and turn every response into a task on the right project automatically.
Use acknowledgements to capture a formal, recorded confirmation when a client approves a deliverable or document.
Build custom roles for account managers, contractors, and internal staff, scoped to exactly the clients and projects each person should see.
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