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
Home
Your daily dashboard — workload, at-risk tasks, check-ins, and budget burn at a glance.
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.
Knowledge
The three-tier memory dpaperwork builds and maintains for your Workspace — Company Context, Activity, and Decisions.
Inbox
Your notification centre — Monitor signals, check-ins, escalations, approvals, and task assignments.
Settings
Workspace configuration — General, Monitor, Brand Voice, Billing, Roles, Team, and your personal profile, security, and notifications.
Walkthroughs
Win a new client
From a name on a call to a live deal in Proposal — one conversation, no forms.
Kick off delivery
Win the deal and the project appears — then load it with tasks in one message.
Run a retainer
Set up recurring client work as a Cycle — not a one-off project — so each month renews itself.
Build a playbook
Describe a recurring routine in plain English; Chat drafts a Playbook you review and activate.
Teach it your decisions
Tell Chat a rule once and it holds you to it later — the Company Knowledge in practice.
Draft a proposal and reuse it
Chat drafts a client proposal from the real deal, then saves its structure as a template.
Log a call by pasting it
Paste raw call notes and Chat files the interaction, then turns the follow-up into a task.
Monday morning review
One prompt instead of four screens — ask Chat where things stand and read your whole business back.