A board keeps the list. A project manager keeps the promise.
WorkPM runs the boards your team already knows how to read, turns client email into tasks on its own, sits in your meetings, and tells you which project is drifting before the client does.
address per project, and it files email into tasks
views of the same work: list, kanban, timeline
checks the AI runs on every project, every day
answers it invents; every note cites its source
The problem, named plainly
The board is never the problem. The board being out of date is.
The client's real requests, the scope changes and the little yeses arrive as email to whoever was on the thread. A human PM with twelve projects cannot retype all of it, so the board drifts.
The one that changes the day
A client sends an email. The board is already correct.
Every project has its own address. Forward a thread to it and the thread becomes a task, with a summary and the field changes written for you, each one citing the line it came from.
Re: intake build, one more thing
Also, we do need lien tracking on PI matters before go-live. Sarah has the field list from the old system. And can we push the closed-matter search review to the 26th?
Add lien tracking fields for PI matters
Summary: lien tracking required on PI matters before go-live; field list held by Sarah.
cites: email 11:42, paragraph 1
Closed-matter search review
Sep 19→Sep 26
cites: same email, paragraph 2
Where to go next
Three ways to look at it
Boards, email, meetings and an AI PM
Six things, running on every project at once, all of them writing to the same board.
See the product → How a project runsDiscover, Plan, Run, Watch, Close
Five stages, and what the product carries in each one, from the first interview to the client's verdict.
Walk the five stages → Who it is forTeams that answer for client projects
Implementation partners and law firm operations, and exactly what the client sees of it.
See the fit →Discovery
The kickoff questionnaire nobody fills in, replaced by a conversation
You write the questions once. The client gets a private link. Workup Agent asks them one at a time, by voice or text, follows up when an answer is thin, and reads back what it collected.
- Answers recorded in the client's own wording, never paraphrased into something sharper
- A requirements sheet, the transcript and a CSV, in the project before the kickoff call
- Skipped questions stay open and visible, so the call starts with the gaps
Say it plainly
Why this is not another board
The difference is not the views. It is where the information comes from, and whether the board can tell you when to stop believing it.
| A project board | WorkPM |
|---|---|
| Waits for someone to update it | Updates itself from email, meetings and time entries |
| Shows status | Shows status and says whether to believe it |
| Knows the tasks | Knows the tasks, the emails and the meetings behind them, and cites them |
| Starts at kickoff | Starts at discovery, with the client's own answers already in the project |
| Ends when the last task closes | Ends with the client's verdict, a review and a referral |
One Workup
Two products, one arc: the first visit to the referral
Most tools cover either the enquiry or the delivery. Workup covers the handoff between them, which is where the client's first impression usually goes missing.
It greets every visitor the second they land, asks what your intake team would ask, in chat or live voice and in whatever language they opened with, and books the consult.
- Answers in seconds, day or night, on every page
- Qualifies and verifies the contact details
- Hands your team a file, not a form fill
It runs the boards your team already reads, turns the client's email into tasks on its own, sits in your meetings, and tells you which project is drifting before the client does.
- Discovery answers in the project before kickoff
- A board that updates itself from the work
- A close that earns the review and the referral
They are not just cousins. The discovery interview in WorkPM is run by Workup Agent: the same engine that qualifies a stranger on your website asks your new client the kickoff questions, and writes the answers into the project in their own words. See how discovery works →
See it on one of your own projects
Thirty minutes. Bring a live project and its email thread, and watch WorkPM file it.