Lancii Features
From smart project scoping and automated scheduling to dedicated client portals, questionnaires, and integrated chat.
Centralized Dashboard
A single pane of glass showing upcoming tasks, KPI widgets like capacity, earnings, utilization, and quick actions.
Customizable Widgets
Toggle and reorder dashboard KPIs to perfectly fit your unique workflow and priorities.
Dark/Light Mode Support
Full theme support with a premium UI, smooth transitions, and glassmorphism design out-of-the-box.
Service & Deliverable Library
Create and manage reusable service blocks with pre-set prices and estimated hours.
Smart Timeline Builder
Automatically sequence deliverables, meetings, and buffer blocks into an actionable timeline.
Revision Loops & Buffers
Configure tentative revision rounds with adjustable buffer settings, including or excluding non-working days.
Template Engine
Save complex scopes as master templates to instantly reuse for future clients.
Real-time Cost & Budget Calculation
Automatically compute project totals, adjust hourly rates, apply discounts, or add custom fees on the fly.
Client Proposal Portal
Send beautifully generated proposal links directly to clients for instant approval.
Automated Project Scheduling
Automatically distributes estimated hours across working days, accounting for existing meetings and busy slots.
Multi-View Calendar
Day, Week, and Month views to easily visualize project timelines, tasks, and admin blocks.
Working Hours & Availability
Configure exact working hours, days off, and daily scheduled breaks (e.g., lunch) to ensure accurate capacity planning.
Admin & Overhead Allocation
Automatically block off a percentage of your week (or fixed hours) for administrative tasks and business overhead.
Client Profiles & Contacts
Manage companies, brands, and individual contacts all in one centralized directory.
Client Portals
Dedicated, secure spaces where clients can view projects, sign contracts, and access deliverables.
Project History & Pipeline
Track leads, active projects, and past engagements per client over time.
Dedicated Project Workspaces
Isolated workspaces for each project including Overview, Tasks, Calendar, Files, and Chats.
Task Management (Kanban & List)
Track deliverables through statuses (To Do, In Progress, Review, Done) your way.
File Management
Upload, organize, and share project assets and documents securely with clients.
Integrated Project Chat
Communicate with clients and team members directly within the specific project context.
Custom Form Builder
Build complex intake forms, feedback surveys, and questionnaires with a drag-and-drop builder.
Multiple Field Types
Utilize text, multiple choice, file uploads, ratings, date pickers, and more.
Conditional Logic
Show or hide follow-up questions dynamically based on previous client answers.
Form Analytics
Track responses and visualize form submission data instantly.
Invoicing
Generate and send professional invoices linked directly to scoped projects.
Expense Tracking & Balance Sheet
Track business expenses and monitor your overall financial health in one dashboard.
Discount & Fee Management
Easily apply line-item adjustments, discounts, or specific fees during scoping.
Asana Sync (In Progress)
Connect projects and tasks to Asana for seamless two-way workflow synchronization.
External Calendars
Visual integration of events and meetings alongside project deliverables.
Brand White-labeling
Customize the portal with your own logo, branding colors, and domain settings.
Granular Notification Settings
Control exactly what events trigger alerts for you and your clients.
Sidebar Preferences
Customize the navigation layout to match your specific workflow needs.