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TermClerk

PROJECTS. PEOPLE. PROGRESS.

Keep projects moving.
Keep clients in the loop.

Turn your spreadsheet into a shared project plan. Connect tasks, timelines, budgets and client reviews—without updating each one by hand.

Try the project demoOpen your workspace

Explore the demo without an account.

Project workspaceInteractive example

NORTHLINE STUDIO

Operations improvement

Kickoff complete
Project timeline
Task
Week 1Week 2
Project kickoffAlex
Site reviewJordan
3 days
RecommendationsAlex
Client reviewClient
Scroll to see a longer site review update the rest of the plan.
Travel forecast$525at $175/day
Client reviewDay 9Linked to recommendations
Client updateYour choicePublish when you’re ready

LESS COORDINATION. MORE PROGRESS.

One plan.
Fewer things to chase.

See what needs attention, what a delay changes and what your client is waiting for.

Start with the work you already have.

Import a dated Excel task plan. Review the tasks, owners and dependencies before saving.

Change the date. Keep the plan connected.

Reschedule linked tasks and update daily-cost forecasts when the work takes longer.

Give clients a clear next step.

Share selected milestones and PDF deliverables. Collect approvals, change requests and feedback in their portal.

YOUR WORKSPACE. THEIR WINDOW INTO IT.

Less “any update?”
More moving forward.

Your team manages the detail. Your clients see the progress, deadlines and deliverables you choose to publish.

Internal notes, staffing and budgets stay private.
Explore the client view
Northline StudioClient portal · Example

OPERATIONS IMPROVEMENT

Your next milestone,
ready to review.

The site review is complete. Your recommendations are ready for feedback.

PDF
Recommendations.pdfRevision 1 · Ready for review
Approve revisionRequest changes
A recorded decision. A clear next step.

TERMCLERK STARTER

Your team’s work.
One shared workspace.

$49.00 USD / month

Per company workspace · Billed monthly

  • Up to 50 projects and 3 team members
  • Excel task imports and connected timelines
  • Task owners, progress and assignment overlaps
  • Budget forecasts and manually recorded costs
  • Private client portals and PDF reviews
  • Contract tracking included

Keep your project plan, day-to-day progress and client conversations together.

What gets updated automatically?

Changing a task’s dates reschedules its dependent tasks. Daily budget items linked to that task recalculate, and overdue work appears in the follow-up queue. You decide when to publish client updates.

How do clients access their project?

Add the client’s email, select the milestones and PDF revisions to share, then publish the update. Clients sign in using their approved email. They can leave feedback and record a decision for each file revision.

What should I know before starting?

Excel imports need dated task columns and require your review. Actual costs are entered manually. PDF uploads are limited to 5 MB each and 20 revisions per project. Follow-ups provide a queue and message drafts; automatic email delivery is not connected.

Cancel at the end of your paid period. 7-day first-payment refund policy.

Start your workspace

See what changes when the plan changes.

Try the project demoTalk to us