Client desk · not a free tool
Register or log in.
This is where you review drafts, drop your written processes, and leave questions. Existing customers can open the billing portal. Work and commercial terms follow your written agreement.
Desk
The desk.
Drafts wait for your approval. Documents and async questions live here. Work and billing follow your written agreement.
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Billing for existing customers
Your written agreement sets the scope and commercial terms. Contact John to discuss new work or changes to an existing engagement.
Use the Stripe customer portal for existing invoices and billing details. Registering here does not start a paid engagement.
External mail stays on your side of the line. Status is draft until you send.
Bulk upload written processes, system exports, email templates, the paths you follow. Not claims. Not PHI. 25 MB per file.