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The operating system for the agency-client relationship.

One place to run every client: pipeline, context, communication, a branded portal, and an AI that knows the whole history and helps you act on it.

Launching soon · first seats go to the waitlist

StudioFileEditViewWindow▲ 82%9:02
Mail · inbox (47)

Sarah · Harbor & Co

Re: homepage?

Accounts

Invoice #241 overdue

Verge Type

brand files

Cabin Goods

kickoff notes

No-reply

form response

client-tracker.xlsx
ClientStageValueStatus
Harbor & CoProposal$48k??
NorthwindActive$62kok
Verge TypeLead$24k
Oak & IronWrap$22klate
Cabin GoodsLead$11k
Team Chat · #clients
# general
# clients4
# harbor-co9
# design
# billing

Maya

did anyone reply to Sarah??

Jon

which doc has the harbor timeline?

Maya

it's in email… or the sheet? idk

Calendar · today
10:00Harbor check-in
12:30Verge kickoff
15:00chase invoices (again)
17:00??? find brand files
proposal-harbor-v3-FINAL(2).doc
Billing · invoices
$18,000 due2 OVERDUE
#241 · Harbor & Co$14,400
#238 · Oak & Iron$3,600
#236 · Northwind$11,000
Drive · Clients
Harbor
brand-v2
final_FINAL
onboarding?
Northwind
assets_old
misc
New folder
M

Sarah · Harbor & Co

2h ago

“any update on the homepage?”

B

Invoice #241 overdue

now

$14,400 · 6 days late

C

#harbor-co · 9 mentions

1m ago

“who has the timeline doc??”

F

New onboarding response

now

Cabin Goods · unassigned

C

Harbor check-in in 10 min

now

no agenda attached

471332

9:02. one client, a normal day.

every task opens another window.

the day disappears into the tabs.

so something always slips.

The problem

The relationship lives
in a dozen places.

The work gets done. But nothing holds the whole picture of a client, so context is lost, and clients feel it.

one clienteleven windowszero shared memory

The shift

Open it to one place instead.

cuebor.app/todaylive

Today's work

tuesday · 3 things need you

Active clients

0

Pipeline

$0k

Docs shared

0

This month

$0k

Harbor & Co · waiting on client 6d
Verge Type · proposal viewed twice
Northwind · milestone 2 approved
cuebor · send_client_message

“Hi Sarah, checking in on the homepage designs from last week. A quick yes lets us lock the next round.”

Edit

recent activity

Harbor viewed the portal2h
Proposal signed · Verge Type1d
Onboarding form completed · Cabin1d
Invoice #241 due reminder queued2d

documents

Harbor · agreementSIGNED
Verge · proposal v2VIEWED
Northwind · invoice #236PAID
Oak & Iron · briefDRAFT

Inside the workspace

One workspace. Four surfaces.

Scroll through the console below. The same window, playing itself.

cuebor.app/pipelinelive

Pipeline

$167k active·12d avg
Lead2
Verge Type$24k
74health
Cabin Goods$11k
68health
Proposal2
Harbor & Co$48k
92health
Moss & Co$30k
81health
Active2
Northwind$62k
88health
Fernway$29k
79health
Wrapping1
Oak & Iron$22k
61health

Everything, in one place

One workspace. Every part of the relationship.

01Pipeline
02Context & memory
03Client portal
04AI agent
05Communication
06Onboarding forms
07Payments
08Documents
09Timeline
10Health

Launching soon

Run every client from one calm place.

Cuebor opens soon, in small batches. Join the waitlist and your seat comes with the first ones.

Launching soon · first seats go to the waitlist