minimal
9 modules
Minimal Client Workspace
A lean workspace for smaller clients that need contracts, invoices, payments, documents, files, support, meetings, and approvals without delivery-heavy modules.
Modules Included
WorkspaceContractsInvoicesPaymentsDocumentsFilesSupportMeetingsApprovals
Recommended For
small retainerslightweight consultingdocument-only clientsshort engagements
Future Module Placeholders
No future placeholders
Default Folders
ContractsInvoicesDocumentsFilesMeeting NotesApprovals
Default Documents
Master Services AgreementStatement of WorkInvoice Payment Schedule
Default Milestones
KickoffDocument ReviewApprovalHandover
Default Approvals
Contract reviewSOW reviewFinal approval
Default Meetings
Kickoff MeetingReview Meeting
Permissions
owneradminproject_managerfinancelegalclient_adminclient_memberviewer
Default Finance Structure
Currency
USD
Contract value
$0
Payment plan
Simple invoice or retainer structure
Default Roadmap Phases
Phase 1
Setup and Delivery
Active
Phase 2
Review and Handover
Planned
Setup Checklist
Client profile
pending
Confirm client name, legal name, slug, account manager, and workspace owner.
Commercial setup
pending
Confirm contract value, payment cadence, outstanding balance, and launch condition.
Module review
recommended
Review enabled modules and disable anything that should not be exposed yet.
Document seed
recommended
Prepare default contracts, SOWs, approvals, and file folders.