Build a home for each engagement
Link Clients, Projects, and Deliverables. Track the owner, due date, status, and notes for every handoff. Separate workspaces can keep different organizations isolated when they need their own members and data.
Turn records into usable documents
Build document layouts with connected fields, repeating tables, and calculations. Preview a draft before finalizing it. Finalization preserves resolved content and the actual PDF; revisions retain previous versions.
- Reusable quote and invoice layouts
- Connected line items and invoice calculations
- Batch drafts from selected records
Make expectations part of the workflow
Require information before work moves forward and keep record versions for governed changes. Save a workbook as a template to reuse the structure on a future engagement without copying client records.
A little more clarity.
Can I share a restricted client portal?
Restricted client portals and per-record permissions are not currently implemented. Workspace invitations share access according to workspace roles. Review that scope before inviting a client.
Can a client pay or legally sign an invoice here?
Payment collection and legal signatures are not included. Ralti creates and organizes operational documents; use appropriate external services for payment and signing.