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Approval workflows and client portals for professional servicesIntake to sign-off, without the reply-all.

Paralleon builds client intake flows, approval trackers and project status boards for agencies, consultancies and law firms.

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Built for you by Paralleon, in accounts you own.

Approvals

Example · made-up data

Item	Waiting	Status
Proposal v4	2 days	Awaiting sign-off
New client intake	1 day	Needs info
Change request 2	Today	Awaiting sign-off
Contract renewal	Done	Approved

Where the time goes today.What we'd build instead.

Today

New-client details collected by email
Approvals lost in reply threads
A status slide rebuilt every Monday

What we'd build

Professional services: more examples

Client intake and approval flow
Project status board
Proposal tracker

Try itSee the website demo. It runs on made-up data.

How a build works

Step 1: Free workflow review
Day 0
Step 2: One-page outline
Within 24 hours
Step 3: 10 business days of building
Days 1–10
Step 4: Demo
Day 10
Step 5: Handover
After you accept

Connects with the tools you already use

Google SheetsSpreadsheets
Microsoft ExcelSpreadsheets
GmailEmail
OutlookEmail and calendar
Slack^®Team chat
QuickBooks^®Accounting
XeroAccounting
SalesforceCRM
Procore^®Construction management
AirtableDatabases
NotionDocs and wikis
DropboxFile storage
ClaudeAI models (Anthropic)
OpenAIAI models

Product names are trademarks of their owners. Paralleon is independent and not affiliated with them. Trademarks

Tell us which spreadsheet you want gone.We'll map it with you first, for free.

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