// operating system for independent advisors
Engagements, documents, invoices, and a private portal for every client — one precise workspace that makes a one-person practice run like a firm.
free during private beta · invite-only · set up in minutes
// the toolkit
Each engagement moves down a pipeline — discovery → proposal → active → close — with milestones that gate progress and a clean activity trail. Nothing slips.
Each client gets a login-only, branded workspace showing exactly their engagement, progress, documents, and invoices — and nothing about anyone else.
Attach files and links to milestones with private storage and access-checked downloads. No public URLs, no email attachments to chase.
Issue invoices clients see in-portal and flag them paid or due with one toggle. Retainers, monthly or annual.
Log activities and hours; watch your effective rate and hours-to-target in real time — the economics of every engagement, private to you.
Describe the engagement and AI proposes milestones for every stage in seconds. Keep what fits, edit the rest — a first draft, not a blank page.
// getting started
No setup calls, no migration project. Create a workspace, add a client, and you're running. Every workspace is fully isolated from the rest.
See pricingYour firm name becomes your workspace and your clients' brand. Live in under a minute.
Spin up an engagement from the standard pipeline, log activities, share documents, issue invoices.
Each client gets a secure login to follow progress — fully isolated from every other client and firm.
// pricing
The beta is free and invite-only while we build. Paid plans below are coming soon — a flat monthly rate, no per-seat surprises.
Everything you need to run your first clients — free during the private beta.
2 clients · 1GB · 10MB uploads
For a growing solo practice ready for more clients.
10 clients · 25GB · 50MB uploads
For an established advisory firm running a full book.
30 clients · 100GB · 250MB uploads
prices in USD · beta requires an invite code · need more than Ultimate? talk to us
$ vb workspace create
Private beta — bring your first client over with an invite code.