Praxis puts projects, tasks, client portals, docs and KPIs in one workspace. Your logo on it, not ours.
One tool for tasks. Another for chat. A third for SOPs. A drive for files. A sheet for the numbers. And email for the client, because there was nowhere else to put them.
Praxis is one login. For your team, and for the people paying you.
The workspace
Four surfaces your team lives in every day.
Table view when you are planning. Board view when you are working. Same data, one click apart.
The process lives next to the work it describes, so nobody hunts through a shared drive for the checklist.
Targets instead of vibes. Each metric knows which direction is good and gets scored against it.
The context that usually dies in a DM thread, attached to the project it belongs to.
The portal is its own surface with its own board, files, messages and updates. Membership decides what loads, so there is no setting to get wrong and no way for one client to see another client's work.
Book a demoWorth reading before you decide. Most agencies are nervous about giving clients a login, and the honest answer is that the walls are in specific places.
Connects to
GitHub, Vercel and Cloudflare are read-only. Slack only receives notifications. Nothing here can change your data in another tool.
Fathom brings call recordings and transcripts onto the project. Five AI agents cover call scoring, client health, marketing, funnel and proposal work, and they run on your own provider keys in the fallback order you set. Leave those keys blank and the rest of Praxis behaves exactly the same.
If something here rules you out, better to find out now than on the call.
No time tracking, no invoicing, no automations, no timeline or Gantt view, and no custom fields on tasks. Those are real gaps rather than roadmap language. If your agency bills by the hour and needs that inside the same tool, Praxis is the wrong fit today.
Your workspace name, your logo and your sidebar theme, on both the staff app and the client portal. That is what your clients see. The Praxis name still appears in system emails and the browser tab. If you need that gone too, raise it on the call and I will tell you what it actually takes.
By hand, on a call. There is no self-serve signup. I create your workspace, load your clients and projects, invite your team, and you are invoiced off-platform. That is deliberate for now.
Yes. Clients sign in with a magic link sent to their email. Your staff use passwords.
Every agency is its own tenant, and row-level security is on for every table in the database rather than enforced in application code. A query that is not scoped to your workspace returns nothing.
It depends on your team size and how much setup you want me to do. Working that out is most of what the first call is for.
Thirty minutes. I load two of your live projects into a workspace first, so you are looking at your own work instead of a demo account.