Roadmap

Published templates stay immutable — running cases never change retroactively.

An interactive diagram of the whole case with status colors and data flow.

Global search across templates, cases and tasks via a keyboard shortcut.

Priorities for tasks and cases, with sorting and metrics.

This page — the product roadmap as a timeline.

An editor to freely design the fill-in forms of a task.

Maintain tasks with their fields and messages once and reuse them in every template and running case.

Build templates in one language and translate them into others in translation mode.

Fill in a task as a calm, distraction-free sheet; several tasks as one continuous document will follow later.

Getting-started missions guide new users through template, case, task and roles & permissions.

A role-specific introduction to the case — also read aloud: which tasks are coming your way and who delivers what to you.

View templates and cases as a BPMN diagram.

One workflow can block another until it is finished; a wait step (“wait 14 days, then continue”) is coming.

Save filters and sorting of the case list as your own view and share it with the team.

Keyboard use, focus handling, contrast and reduced motion are built in; a full WCAG audit and an accessibility statement are coming.

An overview of all processes, analysis per template and per case, and a weekly email for owners.

The overview, with selectable scope and period, shows exactly the metrics you picked for each template.

Define your own metrics per template, track goals and analyze lead times.

Lists as CSV, activity and the case log for printing are available; a one-click case file with all values and attachments is coming.

Anchor deadlines to fields or preceding tasks, count in business days and escalate in several steps up the management line.

Process variants, bottlenecks and deviations per case are detected and suggested as improvement opportunities.

Customers sign in the portal or guest form and approve quotes bindingly with a one-time code; qualified electronic signatures for contracts requiring written form are coming.

Approve tasks, phases and workflows on the four-eyes principle — including by managers, external people or straight from chat.

A consistent, calm interface with light and dark themes.

Beyond HubSpot: live fields from Jira and Pipedrive, sync with Excel sheets, and connections to Outlook, Teams and your own mailbox.

Send emails automatically when tasks are completed and prefill fields from maintained records.

Query and work on cases and tasks straight from Claude or ChatGPT — complete tasks, save values, approve.

Export processes as BPMN files and import BPMN files from other tools as templates.

You take all of your organization's data with you in one click: cases, templates, datasets, invoices and attachments, in open formats that any other tool can read.

Retention periods per template with automatic anonymization or deletion, mandatory two-factor and password rules per organization, and AI that can be switched off per organization.

Sign up yourself, create your own organization and get going with an industry example and starter pack — or request a personal demo.

Order seats and manage billing yourself — next up: the pricing model by company size.