Who WorkPM is for: implementation partners and law firm operations
WorkPM

Who it is for

Teams that deliver projects for clients, and answer for them

Twelve clients, forty projects, and every one of them emails a different person. WorkPM gives each project an address, a board and an AI PM, and gives you the morning brief that says which three need you today.

Implementation partners

Consultancies, integrators and managed services teams

You are judged on projects you do not control end to end, and the thing that sinks them is not the work, it is what was agreed in an email three weeks ago that never reached the plan.

  • Import from Monday keeps the boards your team already built
  • Hour categories and time entries per task, ready for billing
  • Client-facing boards with guests, on your own domain
  • Patterns that repeat across clients, surfaced instead of relearned
Portfolio12 clients · 40 projects · 07:00 sweep
Haicken LawFilevine implementationWatch
Derber & CoSalesforce rolloutOn track
Northline FoodsSpecright consolidationAt risk
Vance PartnersLitify migrationOn track
Bay Ridge LegalDocuSign CLMOn track
Orrin GroupIntake redesignWatch
Your morning brief
  1. Northline Foods has had no client reply for eleven days and two dates moved. Call today.
  2. Haicken Law needs an owner on the lien tracking task filed overnight.
  3. Orrin Group agreed a scope change on Tuesday's call that is not on the board yet.

every line links to the email, task or transcript it came from

Law firm operations

Migrations, platform rollouts and vendor projects

A practice management migration is a project with a hundred small decisions made over email. WorkPM catches each one, keeps the timeline honest, and keeps the partner who signed off in the loop without another meeting.

  • Discovery interviews for every office and every practice group
  • Meeting summaries with the decisions pulled out, by speaker
  • Satisfaction surveys at close, with the review ask handled properly
  • A record of who agreed to what, and where they said it
Weekly sync · Haicken Law42 min · 4 speakers
JHJonathanIf the lien fields are not in before go-live we will have to double-key everything.12:04
RKRavneetWe can split the library in two, one per office. That keeps permissions simple.12:06
DMDeleAgreed, two libraries. I will move the closed-matter review to the 26th.12:09
Decision

Two SharePoint libraries, one per office.

cites: transcript 12:06 to 12:09
Action

Add lien fields before go-live → Ravneet

cites: transcript 12:04
Risk signal

Closed-matter review moved again, second slip.

cites: transcript 12:09 + task history

What the client sees

A project that answers before they ask

Everything the client touches runs on your branded domain and shows them their own project only. No internal notes, no margins, no other clients.

projects.yourfirm.com/haickenGuest
Data migrationOn trackOct 02
ConfigurationOn trackOct 09
TrainingNot startedOct 21
SharePoint structure sign-offNeeds youSep 24
  • Their project, on your domain. Status, dates and owners.
  • Nothing internal. No margins, no notes, no other clients.
  • Replies land on the task, not in one person's inbox.

Replies that land in the right place

They email the project, not a person. Their message is a task with a summary within the minute, and the reply comes from someone who has the thread.

A close that asks the right question

At the end, a short survey. If they are delighted, a review and a referral ask. If they are not, a person calls. Never the reverse.

Nothing internal, ever

Guests see status, dates and owners on their own project. Your tenant, your data, isolated per client.

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See it on one of your own projects

Thirty minutes. Bring a live project and its email thread, and watch WorkPM file it.

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