What it does for you

Workbench replaces Notion, Asana, Linear for the freelancer. You manage client projects, personal tasks, time-tracking. Each task can be polymorphically linked to a CRM contact, a Counsel invoice, a Studio draft.

V2 shipped 2026-05-10 adds milestones, project_members, EntityPicker, member app /tasks, prospect->member invite, onboarding seed. It is the daily-driver engine.

The AI suggestions engine watches context (project, contact card, recent audit) and proposes the next logical actions. You accept or dismiss.

How it works

Tasks

Simple model: title, description, status, date, assignee, project. Inline edit. Kanban, list, calendar views.

Projects

Group tasks. Each project has a client (CRM contact), dates, milestones.

Milestones

Commercial steps of a project. Client validation per milestone, fires Counsel billing in milestone mode.

Project members

Several people can access a project (subcontractors, client read-only). Fine-grained per-project RBAC.

EntityPicker

Cross-module component: search a contact, a project, an invoice, a presentation. Unified results. Used in TaskInlineFields.

Time-tracking

Start/stop on a task. Per-project cumulation. CSV export for manual billing.

Polymorphic links

A task can point to anything: contact, invoice, draft. Handy for "call client X" or "chase invoice Y".

Contextual AI suggestions

While viewing a contact or a project, the AI proposes tasks: "send the quote", "follow up on the NDA", "prep slide 3 for Thursday's call".

Workbench