Complete visibility
Manage contacts, tasks, notes, workflows and client portals in one unified system. No more jumping between spreadsheets and inboxes.
SPEED-UP THE PROCESS
A workflow portal for your clients
Share workflows through secure links so clients, or teammates can complete steps, submit information, and see what comes next, no account required.
Secure by design
Each client gets their own secure portal experience, keeping data protected while making collaboration simple and trustworthy.
Guided from start to finish
Each step tells clients exactly what to do, so nothing gets missed. From submitting information to uploading files and approving work, your clients always know what’s next and where they stand in the process.
No login required
Give clients instant access through a secure link. They click the link and start right away, making it easier for them to respond, complete forms, and move your projects forward without delays or technical hurdles.
SIMPLE WORKFLOWS
Handle internal or external processes in one place
Give every project a structured, professional experience your clients and team can trust.
Work that actually flows
Standardize how work is done, reduce mistakes, and keep every process consistent across your business with Lattney CRM + Workflows.
Deliver a professional experience
Whether it’s internal teams or external users, give people a clean, predictable process that feels organized and reliable.
DOCUMENTATION
All files in one place
Client files get lost in email chains. Documents end up scattered across inboxes and folders.
Lattney keeps every file attached to the workflow step where it was submitted. When a client uploads documents or approves work, it stays in their record. You can pull up exactly what they submitted and when.
VISIBILITY
Everyone sees what's happening
Clients want to know where their work stands. Your team needs to know who's responsible for the next step.
Lattney shows the current status of every workflow. Clients see what's complete and pending. Your team sees what needs approval and who owns each step.
PROCESS
Replace Spreadsheets and Email
Spreadsheets can't collect files from clients. They don't track approvals or route work to the next person.
Lattney replaces spreadsheets with structured workflows. Each client moves through defined steps. Approvals route work automatically. Files and decisions stay attached to the client record.
Private & Secure
Lattney is engineered with industry best practices. Security and privacy are a core feature.
- Your data is always encrypted
- Your data is always available just to you
WORKFLOWS + CRM
One platform. All your workflows.
- No credit card required
- Fast and easy onboarding