AI Meeting Notetaker
Auto-join Zoom, Meet, and Teams calls, transcribe in real time, and surface action items, decisions, and follow-up tasks back into your projects.
Target: H2 2026
ClientsPlace Roadmap
What we're building next
Roadmap items are subject to change. We ship as we go and move items to /features once they go live.
AI & inbox-to-CRM
Email Lead Capture
A browser extension that turns any LinkedIn profile or website contact into a ClientsPlace lead in one click — no copy-paste, no missed signal.
Target: H2 2026
Plain-English Workflows
Describe an automation in plain English ("when an invoice is paid, thank the client and assign onboarding") and ClientsPlace builds the workflow.
Target: H2 2026
Project management
Real Gantt + Portfolio
Critical path, baselines, and dependencies on every project; roll up to a portfolio dashboard with RAG status across all your delivery work.
Target: late 2026
Finance depth
Cash-Flow Forecasting
Project cash position 30/60/90 days out from invoices, recurring billing, and known bills — with what-if scenarios for late payments and pipeline.
Target: H2 2026
Vendor & Bill Pay
Track vendors, log bills, schedule payments, and generate 1099-NEC reports without paying for Bill.com or Melio.
Target: H2 2026
Bank Reconciliation
Connect bank feeds, auto-match transactions, and reconcile in minutes — without standing up a separate Xero or QuickBooks subscription.
Target: H2 2026
Tax & E-Invoicing
Multi-jurisdiction tax, sales-tax reporting, and country-specific e-invoicing connectors — drop the standalone tax-compliance tool.
Target: H2 2026