01
Client foundation
One client record. The whole relationship.
Every project, invoice, contract, file, and request belongs to a client — nothing exists in isolation.
Where client professionals manage client work.
Manage clients, projects, billing, contracts, files, and your client portal in one connected system.
aegi01 — 05
01 / 05
02
Project delivery
From commitment to delivery in one place.
Scope, tasks, time, files, and approvals stay connected to the client — no context switching.
03
Revenue operations
Billing that fits how your business works.
Invoices, subscriptions, and payment status connected to the clients and work they belong to.
04
Files and agreements
Documents where they belong — with the work.
Contracts, files, and approvals stay attached to the client and project — not scattered across folders.
05
Client experience
A client portal worth the name.
Every client gets a branded portal on their own domain — with status, requests, files, approvals, and billing. Your workspace stays private.
One system for your client work.
A single platform replaces the stack of disconnected tools service businesses piece together — built around the client relationship, not around individual features.
Win and onboard clients
From first contact to a full client workspace — without the handoff headaches.
Plan and deliver projects
Scope, tasks, time, files, and approvals connected to the client and project they belong to.
Bill every way you work
Invoices, subscriptions, and payment methods built around the services your business actually sells.
Give every client their own branded portal
A branded portal on each client's own domain — for status, files, requests, approvals, and billing. Your internal workspace stays yours.
Connected from the client relationship to every deliverable.
01 — 03Client workspaceActive
Active projects
Shared files
Clients
One client record. The whole relationship.
Every contact, project, contract, file, invoice, and request organized around the client they belong to. Your team sees the full picture; the client sees a clean, branded view.
Project delivery
Planned
In progress
Client review
Delivery
Deliver without switching tools.
Turn commitments into projects, tasks, time, files, and approvals in one system. Everyone sees what's moving, what's blocked, and what the client needs next.
Revenue overview
Project invoice
Monthly service
Paid
Revenue
Turn delivered work into revenue.
Invoices, recurring services, and contracts connected to the clients and delivery they belong to — no reconciling separate tools.
One platform for every client operation.
Client relationships01
Projects and tasks02
Time tracking03
Invoices and subscriptions04
Contracts and files05
Branded client portal06
Run the operation your best work deserves.
aegi is launching soon. Get early access and product updates straight to your inbox.
Join early access