Guides
Everything you need to get productive with dpaperwork — from first-day setup to end-to-end playbooks for winning clients and running retainers.
Basics
Features
Today
Your daily focus page — your list for today, everything that needs your attention, and (for founders) team oversight, all in one place.
Clients
The Company Hub — your per-client home base covering deals, delivery, contacts, history, and decisions.
Pipeline
Your live sales board — see and move deals across every company in one place, with budget and burn tracking.
Delivery
All in-flight Projects and Cycles across every client — the program manager view, with tasks, dependencies, and capacity.
Docs
Client-facing documents — proposals, contracts, reports — drafted by AI and sent via Gmail.
Playbooks
Automated workflows — build, run, and schedule multi-step automations across your Workspace.
Objectives
Track Objectives and Key Results with live progress and regular check-ins — in the app and by email.
Automation & Approvals
How dpaperwork decides what it can do on its own versus what waits for your sign-off — and how to grant it standing permission.
Knowledge
The three-tier memory dpaperwork builds and maintains for your Workspace — Company Context, Activity, and Decisions.
Connect Claude with MCP
Give Claude Desktop, Claude Code, or any MCP client direct read/write access to your Workspace.
Settings
Workspace configuration — General, Monitor, Brand Voice, Billing, Roles, Team, and your personal profile, security, and notifications.