Manage files, read documents with AI, schedule clients and track work from one place.

Keep company documents in a structured file area

Use folders for generated files, shared documents, templates and internal utilities. Files can be synchronized from Windows or uploaded in the web application, so the same document structure is available to authorized users.

From the file list you can see processing status and start document actions without moving the file into another application.

Send a document to OCR or TailorBOT from its file menu

Open the actions menu on a file and choose what should happen next: send it to OCR, send it to GPT, preview it, download it, rename it or manage its properties. The document stays in the same controlled workspace while it is processed.

Ask TailorBOT questions about the document you selected

After a file is sent to TailorBOT, the chat opens with that document as context. You can ask for a value, a summary, dates, names or other information without copying the document into a separate AI service.

Turn an uploaded document into usable information

TailorBOT can return a structured answer from the selected file—for example an amount, date, transaction type, customer details, account information or other fields contained in the document. This is useful when staff need the information inside a document, not just a place to store the PDF.

Create a shared space for each client or partner

Add a client or partner as a shared organization and SyncSpace creates the structure used to exchange files between the two organizations. This gives external collaborators a defined place for shared documents instead of spreading files across email threads and personal links.

TailorBOT remains available alongside the workspace, so users can ask questions while they are working with clients, partners and the documents shared with them.

Schedule customer meetings and follow-up work

Create a calendar event, choose its type, start and end time, assignee, recurrence, client and template. For client meetings, SyncSpace can keep the appointment connected to the customer and send the meeting confirmation from the same application.

Turn follow-up work into an assigned ticket

Create a ticket with a clear title, detailed notes, project, status, priority, ticket type, assignee, estimate and logged hours. This gives small teams a practical way to move from a document or customer request to accountable work without introducing a separate heavyweight project-management system.