THE PILOTALL WAY
Daily work, with the next step attached.
Prepare and manage operational work in one office-scoped workspace, without a paid AI dependency.
Work from My Day
See recorded overdue work, today’s dates, waiting clients, approvals, follow-ups and renewal preparation. Open the relevant record or client without rebuilding the context.
Start a client with a complete setup
The onboarding wizard prepares the client, work template, owner, requested records, initial tasks, review handoffs, recurring authorization and office-entered dates as one atomic operation.
Make recurring administration repeatable
Use 22 accounting, tax and insurance presets with purpose, stages, date offsets, suggested roles and completion criteria. Authorized internal work is generated while the workspace is active or on request.
Prepare communication without copying between tools
Draft requests, reminders, notes and status updates from actual records. Download text/printable documents or open a short reviewed draft in your mail application. Automatic delivery and email reading are not claimed.
See responsibility and progress
Client 360, deadlines, manager workload, recorded time/capacity, office health and activity history use accessible office records. There are no invented savings, revenue or profitability metrics.
Current availability and limits
Public self-service signup, email confirmation, office onboarding, the 7-day trial and Lemon Squeezy checkout are available. Verified users can accept internal-team and client-only portal invitations. Essential account and invitation email is available. Binding signatures, server file upload/delivery/scanning, paid AI and unattended scheduling remain disabled. Document records are metadata; OCR is not malware scanning.
CRM and switching tools
Manage client records and contacts, categorize and archive CRM profiles, detect name/email duplicates, search authorized records and preview create-only CSV imports. No customer data is fabricated and no existing record is silently overwritten.
Internal team and seat visibility
Review active internal memberships, roles, assignments and workload. Owners/admins see the expected five-seat pricing effect before an existing member is activated or deactivated. Invitations, checkout and external delivery remain gated.
Operational communication and inbox
Prepare reviewed email drafts and explicit portal messages; distinguish draft, shared and recorded response states. In-app notices use real assignments, deadlines, approvals, requests, responses and transitions. Essential account and invitation email is available. Browser push requires separate opt-in; unattended delivery is not guaranteed.
BUILD TRUST INTO THE WORK
Start with a verified workflow.
Explore the product and its current limits before connecting a provider.
Read the getting-started guide →