Clients and cases
Bring authorized client relationships, cases and next steps into context.
In Development
IvaDesk Platform · In Development
One Secure AI Workspace for the Businesses You Manage.
Our future platform is designed to coordinate authorized clients, tasks, documents, business workflows and contextual AI assistance across professional services.
The unified SaaS platform is in development. Screens below are illustrative previews with fictional data. Integrations, client portals, native mobile apps and unified multi-organization switching are not offered here as commercially released platform features.
Explore services available now
Platform concept · In Development
Know where to start.
Our workspace vision brings priorities, client context and proposed work into one view. This is an illustrative concept with fictional data.
Today’s workspace
A clear plan for the day.
Due today
4
Follow-ups
2
New intake
1
Waiting on info
3
Today’s work
- Prepare for a client call
- Review an intake checklist
- Plan tomorrow’s follow-ups
A little help from IVA
Prepare a checklist for tomorrow’s meeting.
Draft for your review1Spot the priorities before opening a file.
2Keep the next step close to the client.
3Ask IVA for help preparing the work.
The connected workspace vision
Automate more. Manage Less.
A clearer view of work across the professional services you manage, with the right context and appropriate human review.
Tasks and priorities
Coordinate outstanding work, reminders and proposed next actions.
In Development
Documents and portals
Explore permission-based requests, forms and document handoffs.
In Development
Contextual AI assistance
Prepare summaries, drafts and checklists for professional review.
In Development
Multiple organizations
A future vision of switching between authorized businesses under one account.
In Development
Governance and oversight
Design around roles, permissions, approvals and reviewable activity.
In Development
IvaDesk · My workspaceToday
Documents needed
2
Follow-ups
3
For review
1
Document checklist
Sample client · File 104
- Intake formReceived
- Requested documentAwaiting upload
- Review summaryDraft
Assistant
Prepare a reminder for the missing document.
A draft is ready. Review the recipient, wording and attachment before approving.
Awaiting your reviewClient portal
Access scoped to this clientComplete your formUpload requested filesView outstanding items
Preview screens do not establish production availability. The mobile screen is an app concept. Security controls, hosting locations, data flows and provider terms require assessment and verification for each implementation; no blanket security or compliance guarantee is implied.
Already using an approved workspace?
Continue using the private access link provided by your team. If you need access help, contact IvaDesk. The public business inquiry form does not create or activate a SaaS account.
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Put useful AI to work while the platform develops.
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