Your clients, one tap from their paperwork
A mobile client experience built to enterprise SaaS standards. Upload a document with the camera, approve a job, sign an engagement letter, pay an invoice and message the person doing the work — without a laptop, a password reset or an email chase.
One token set, two platforms, no guesswork
Every screen is assembled from the same primitives, so a new feature inherits the look instead of inventing it. Colour, type, radius and elevation are defined once and referenced everywhere.
Colour
Primary
Accent
Warning · Error
Canvas · Surface
Type
Display 26/28Title 17/22Body 13/20 — Manrope, optical sizes for small screens.MONO 10 · LABELS AND METADATARadius and elevation
10 · 14 · 18 · pill
Cards 16, sheets 26, device 38
Three shadow steps, never more
Loading skeletons
Shape-matched to real content, so nothing jumps when data arrives
Everything outstanding, above the fold
The client opens the app and sees exactly what is waiting on them — not a menu they have to interpret. Actions first, history second.
The whole engagement, as one honest line
Clients ask “where are we?” because nothing has told them. The timeline shows every stage of the journey, which one is live, and what the firm is waiting for.
Inquiry
The first conversation, captured against a prospect record rather than an inbox.
2026-07-04Proposal
Scope and price presented for review, with the option to accept from the phone.
2026-07-11Engagement
Letter signed and countersigned, filed the moment it completes.
2026-07-14 · 2 signatoriesDocument collection
Requests arrive as tasks. The client photographs what is asked for and the list shortens.
Filed to your SharePointWork in progress
A percentage and a named next step, so nobody has to email for a status update.
Preparer: Amara · since Aug 26Review
Draft output shared for client approval, with comments kept on the record.
Expected 2026-09-08Invoice
The bill appears where the work is, and can be paid in the same session.
Raised on completionCompleted
Filed, dated and archived — and still searchable next year.
Target 2026-09-30Photograph it in the parking lot, and it is filed
The single most common client action deserves the shortest path. Camera, gallery, PDF or drag and drop, then a visible upload state and OCR running in the background while they get on with their day.
Fifteen screens, one language
Splash to settings, every screen uses the same navigation model, the same card shapes and the same status vocabulary.
Reusable parts, not one-off screens
Thirteen components carry the whole app. Each one is defined with its states, so a designer and a developer are looking at the same thing.
Status chips
Six semantic states, never colour alone — each carries a label and an icon.
Progress bars
Workflow completion, upload progress and multi-step forms share one bar.
Charts
Sparklines and column charts with tap-to-inspect, sized for a thumb.
Bottom navigation
Five destinations, translucent over content, safe-area aware on both platforms.
Activity feed
One row shape for every event type, with an icon channel for scanning.
Empty and loading states
Every list has both, designed rather than left to a spinner.
Two themes from one token set
Dark mode is not an inverted screenshot. Surfaces, lines and muted text each have their own dark value, and the accent stays accessible on both.
Light
Soft canvas, white surface, deep ink.
Dark
Deep canvas, raised surfaces, quieter lines.
Native where it matters, identical where it counts
The app follows each platform’s conventions for gestures, navigation and system dialogs, while keeping one visual identity. Nobody should have to learn a second version of your firm.
iOS — Human Interface Guidelines
- Back-swipe, large titles and native share sheet
- Face ID and Keychain for session unlock
- Dynamic Type and safe-area respected throughout
Android — Material Design 3
- Predictive back, navigation bar and edge-to-edge layout
- Biometric prompt and system autofill
- Elevation, ripple and motion tokens from MD3
Micro-interactions
- Pull to refresh, swipe to complete, long-press preview
- Upload progress, success check and haptic confirmation
- Shared-element transitions between list and detail
What firms ask about putting an app in front of clients
Into your firm’s own Microsoft 365 SharePoint library, through the same filing rules as everything else. See documents in your SharePoint — the app shows the record and the metadata, not a second copy of the file.
No. The app is an additional way in, not a requirement. Everything a client can do on a phone can still be done through the client portal in a browser, or by replying to a request by email.
Sign-in is email-based with optional biometric unlock on the device. Access is granted and revoked by the firm against the client record, so removing a contact removes their app access.
The screens on this page are design previews of the client app rather than photographs of a shipped build. If a specific screen or capability matters to your decision, ask us on the call what is live today and what is still in development — we would rather answer that plainly than let a mockup imply otherwise.
The client’s own records — their documents, tasks, deadlines and job status. It answers questions of fact and hands anything requiring judgement to the accountant. See the AI assistant for how that works across the platform.