After the sale, one agent runs every client’s project.

What it may search is decided in code before every answer, from who it is talking to: a client’s person gets that client’s and the project’s open documents, never another client’s and never a team-only one. A stranger gets nothing, not even whether a company is a client. Saying “I’m Lena from Fernwick” opens nothing; signing in to the portal or a personal code does.

With the invitation link, or a six-digit code sent to their email — no password. Inside they see the tasks you chose to show them, their calls, their documents, and a chat with your project manager agent, and they can ask for new work there.

It becomes a request with a number, like #14, whether they asked in the portal or told the agent, and the number is told back to them. The project manager agent can propose whether it falls under the contract, how long it takes and what it would cost; a person decides, unless you turn on automation for that contract.

A contract says how many hours of work are included in the period — a month, a year or the whole project — and the hourly rate beyond them, and SoloRiff counts the hours used and left. Work outside it is quoted: the price comes from your rate and the estimate, never from the model, and the client accepts or declines the quote in their portal. Contracts and hours are your team’s only; clients never see them.

From your team, from the client’s requests, from the agent, and from video calls: tasks agreed on a call land on that client’s board by themselves. A board can also live in Notion and stay in step both ways.

Yes. Through the SoloRiff connector, Claude or a developer’s own tool takes a request from the queue, holds it so nobody does it twice, and delivers it with a summary and a link; your team accepts it or sends it back. Agents take work on their own only where the contract allows it.

By default clients write, in the portal. Turn on voice for a client and their people can also talk to the agent on your phone line or your website; first they prove who they are with a personal six-digit code. A caller ID or a name is never enough.

The portal and the boards have no seat fee and no charge per client. The project manager agent’s look at a request costs one credit, and conversations with the agent draw on the same credits as the rest of SoloRiff.