Progress
A dashboard for guided engagements, and a client page, no account needed, where your client follows along and uploads the documents you ask for.
In a guided engagement, the question that comes back is not “is this moving” but “what are you waiting on from me”. It comes back because the answer is written nowhere the client can read it.
Every step of the engagement carries its instruction to the client and the list of expected documents. The team works from an internal dashboard; the client opens a page of their own, no account needed, and sees where things stand, what is coming, and what you need from them.
⚠️ The part that changes things is the last one: telling the client what they owe, and letting them upload it on the same page. Each document lands attached to the step's task, with no email and no chasing. A tracker that only shows the team's progress moves the chasing from the client to you without reducing how much chasing happens.
The page shows no task name, no assignee, no hours and no internal step, and its address closes in one click.
It is built for linear engagements, the ones that go through the same steps every time. An engagement that forks at every client is better followed as an ordinary project.
Comparable to Asana Goals + a homegrown client portal
Shall we look at your case together?
Tell us what you run today. We will tell you honestly whether Symbifox helps or not.
The catalog grows almost every month.
What gets added, what we learn deploying it, and nothing else. You leave whenever you want.
One confirmation email, and nothing before you follow its link. Then 10 welcome emails, one a week, then the updates. No tracker, no resale.