Features

Nine surfaces. One quiet system.

Each surface is the smallest thing it can be while doing its job well. They share state so the lead never re-enters anything. A closer look at all nine.

01 Work orders

A focused board for the team. The full picture for the lead.

Every brief becomes a work order against a contract. Drag it across the kanban, switch to calendar when the month gets crowded or jump to timeline for the production view. Designers see only what they own. The lead sees every brief in motion across every account, with one filter for owner, due date or client.

  • Auto numbered per studio and per client
  • Kanban, calendar and timeline in one tap
  • Per-owner views so designers stay in flow
  • Comments and mentions tied to the work, not a side channel
app.uplytics.ai/work-orders
Briefed4
WO-001-014
Eid carousel set
2 deliverables
WO-001-013
Onboarding deck
2 deliverables
In design3
WO-001-011
Reel . product hero
2 deliverables
WO-001-009
Packaging mock v2
2 deliverables
Approved5
WO-001-007
Logo refresh
2 deliverables
WO-001-005
Banner pack
2 deliverables

02 Tracking sheets

A month at a glance. Per client, in one grid.

Every customer gets a monthly tracking sheet. One row per content type, one cell per slot. Click a cell to open the lightbox, edit copy inline or drop a comment thread. A progress meter at the top tells you how much of this month is ready. Bulk approve a row when the brand person says yes to the whole carousel.

  • Per-customer monthly grid with status pills per slot
  • Lightbox preview, inline copy edits, comment thread per cell
  • Progress meter showing approved vs queued vs review
  • Bulk approve, bulk schedule, bulk export to portal
customers/clientx/tracking-sheet
May . ClientX
22 of 32 ready . 8 awaiting approval
Type
W1
W1
W2
W2
W3
W3
W4
W4
Reels
Carousels
Stories
Static
LiveApprovedReviewQueuedIdle

03 Deliverables

Versions live with the brief. Approvals live with the version.

Drop a file into the work order and it becomes v1. Drop a revision and it becomes v2 next to v1, never on top of it. Originals sit on encrypted object storage with short-lived signed URLs. Clients open a lightbox in their portal and approve with one tap. The audit trail writes itself.

  • Versioned uploads with full history
  • Lightbox previews for images, PDFs and reels
  • Per-version approval and feedback threads
  • Branded share links for clients without portal access
work-orders/wo-001-011/deliverables
Drop a new version
png . jpg . pdf . mp4
v3Reel . product hero
just nowCurrent
v2Reel . product hero
yesterdayArchived
v1Reel . product hero
4 days agoArchived

04 Tax chain

Quotation to Mushak in a straight line. Both sides of the ledger.

Sales side: quotation becomes invoice becomes money receipt becomes Mushak 6.3 with one click between each step. Purchase side: vendor + purchase order becomes bill becomes Mushak 6.6 with TDS challans attached. Every line carries its own VAT rate and TDS section, never hardcoded. Numbering is gapless per BIN per fiscal year. BIN and TIN snapshot at the moment of issue so an audit three years later still matches the filing.

  • Quotation, invoice, money receipt, Mushak 6.3 all linked
  • Purchase order, bill, Mushak 6.6, TDS challan all linked
  • Per-line VAT and TDS, never hardcoded
  • Gapless per-BIN per-fiscal-year sequence, immutable once issued
invoices/inv-2606-001
Mushak 6.3
MSK63-FY25-26-0014
Locked
Carousel x 3
x315,000VAT 7.5%TDS 3%
Reel edit
x122,000VAT 15%TDS 3%
Photo half day
x138,000VAT 5%TDS 5%
Net payableBDT 126,210

05 Client portal

A magic link. Each client sees only their own room.

Your client opens an email, clicks once and they are inside their portal. No password to forget, no support ticket to file. They see only their own work orders, deliverables, contracts, money receipts and invoices. Nothing leaks across rooms because tenant scope is enforced at the database layer, not in the UI.

  • Magic link sign in, no password required
  • Mobile responsive for approvals on the go
  • Tenant scoped at the database layer
  • Client portal users are free on every plan
portal.uplytics.ai/clientx
Welcome back
ClientX
5 work orders this month . 2 approved . 3 in flight
Awaiting you
Reel . product hero v3
Carousel set . monsoon
Approved 2 days ago
Brand discovery deck
In design

06 Bilingual content

Three Bangla. Three English. The lead picks.

Drop the brief into the planner. The assistant returns three caption variants in Bangla and three in English for every slot. The lead picks one or edits inline, then ships it to the schedule. AI features can be disabled per studio if your brand voice needs hand-written copy only.

  • Bilingual Bangla and English output
  • Three variants per slot per language
  • Brief auto summary, concept image suggestions
  • Disable per studio when policy requires
content/may-plan
May plan . ClientX
12 slots . 3 variants per language
BN + EN
EN . v1
One tap to pay. Bill cleared in under two minutes.
EN . v2
Skip the queue. Bill paid in 90 seconds.
BN . v1
Ek chap-e bill paid. Maatro dui minit-e.

07 Customer 360

One feed per client. Email, portal, comments, documents.

Every customer has an activity tab that merges every signal from every surface. Email opens and clicks. Portal pageviews and approvals. Comments on work orders and deliverables. Tax document status changes. The lead opens the tab once a week and knows where the relationship stands without writing a single status report.

  • Email opens, clicks and bounces per recipient
  • Portal pageviews and approval actions
  • Comments and status changes across work orders and tax docs
  • Filter by date, surface or person on the client side
customers/clientx/activity
ClientX . activity
email + portal + comments . merged
live
  1. Mushak 6.3 issued5m
    MSK63-FY25-26-0014 . BDT 126,210
  2. Invoice opened12m
    finance@clientx . 2 mins reading
  3. Deliverable approved1h
    Reel . product hero v3
  4. Comment posted3h
    brand lead . "looks great, ship it"
  5. Portal session5h
    tahmid@clientx . 4 pages viewed

08 Trackers

Know when the brief is read and the invoice is opened.

Every outbound email and every shared deliverable carries a tracker. You see the moment the brief is opened and the moment the finance person reads the invoice. The next nudge is informed instead of guessed. Per-recipient timelines mean you never wonder which person on the client side has actually seen the file.

  • Open tracking on outbound email
  • View tracking on shared deliverables
  • Per recipient timeline on every send
  • Quiet by default, opt in per studio
trackers/inv-2606-001
Activity timeline
today
09:4211:0816:12
4:12 pm
Invoice opened
finance@clientx
11:08 am
Deliverable viewed
brand lead . 4 mins
9:42 am
Email delivered
3 recipients

09 Roles + access

Six roles. The same rule, three layers deep.

Owner, admin, manager, creative, finance and sales. Each role sees a different shape of the workspace. The same permission gate runs three times: when the page renders, when a server action handles a form post and when a database query executes. A creative cannot list invoices because the page wouldn't render the tab, the action would reject the call and the query would never run.

  • Six pre-built roles with sensible defaults
  • Per-page render gate, action gate and query gate from one rule
  • Tenant scope enforced inside the database layer, not in the UI
  • Audit log on super-admin actions and role changes
settings/access
Access matrix
6 roles . enforced before the database read
AllowRead onlyHidden
Role
Invoices
Mushak
Work
Files
Customers
Settings
Owner
Admin
Finance
Creative
Manager
Sales
Roles gate page renders, server actions and database queries. Same rule, three layers.

Ready to see it on your own work?

We walk every new studio through the first week, live. Drop us a note and we'll set a time.