Available today. Planned for tomorrow.

Company boards, clients, people, logged time and operational finance provide the shared context for work. Chat and document workflows add to these connections.

Planned AI capabilities include turning briefs into plans, using workspace knowledge, identifying blocked work, suggesting time entries and analyzing business performance.

An expanded AI Board is in development. It is intended to link risks, warnings, important information and positive changes to the records behind them and suggest a response. Its analysis is limited to information the user can access.

The current advisory model draws on three roles: Revenue Strategist, Finance & Risk Controller, and People & Operations Director. Private Time Intelligence is still in development.

The automation roadmap starts with observation, suggestions and drafts, then moves toward actions within granted permissions. The planned controls protect manual edits and require approval and a recorded history for high-risk actions. These are roadmap requirements; they do not mean every capability is available today.

CRM core keeps contacts, organizations, sales opportunities and manual follow-ups together, subject to plan and role access. It is separate from the client-management capabilities available today.