Put every document
beside the work it belongs to.
Proposals, contracts, briefs and files belong with the project, deal or client they explain. Keep their status, versions and next decision in one useful library.
01The library
Find the right document.
Know where it stands.
See your proposals, agreements, briefs, reports and files in the same library. A document’s type, linked work and status give it context before you open it.
- Document records and existing files together
- List and card layouts for different jobs
- Type, status, value and collaborators in view
- Useful views for work that needs attention
Illustrative preview · Based on Tamaam’s current module UI.
02Linked work
Keep the agreement
close to the job.
Link a document to a project, deal, client or lead. A proposal keeps its commercial context; a project brief stays beside delivery. Internal documents can stand on their own.
- Projects, Deals, Clients and Leads as linked work
- Client context carried by the selected record
- A home for internal and unlinked documents
- The same names and context across the workspace
Illustrative preview · Based on Tamaam’s current module UI.
03Versions and status
Read the current version.
Keep the history behind it.
Version and lifecycle belong to the document record. Distinguish a working draft from something with the client, and keep signed and filed records easy to find.
- Version and last update visible on the record
- Draft, client and filed states kept distinct
- Collaborators beside the document
- Risk and expiry called out in words
Illustrative preview · Based on Tamaam’s current module UI.
04Your library
Make room for
the documents you use.
Filter, group and sort the library around your team’s work. Save the arrangement as a view, and star the records you return to most often.
- Filter by the facts on the record
- Group and sort for the way you work
- Saved views with a name you recognise
- Favourites kept within reach
Illustrative preview · Based on Tamaam’s current module UI.
05
Nefer in Documents
Catch the assumption
before it becomes an agreement.
Nefer can bring a document decision to your attention with the work and conversation behind it. Review the proposed change against its evidence before keeping it.
- Document decisions collected in Needs your action
- Evidence from the linked work and conversation
- A clear proposal held for your review
- Changes held for a person to approve
Illustrative preview · Proposals wait for your review.
Documents connects to the whole workspace
Give your documents
a place in the work.
Keep the brief, the agreement and the history connected to the people and projects they belong to.
Early access is openFounding members pay 30% less in year one