Features
Everything you need to run a translation business — from first quote to final invoice.
Workflow
Manage your entire translation pipeline
From first quote to final delivery.
Quote Builder with CAT Analysis
Build multi-language quotes with fuzzy match breakdowns, per-tier rates, and instant margin preview. Your clients see a professional quote; you see your profit.
- CAT Analysis Import. Import Phrase TMS or Trados analysis files. Fuzzy match tiers break down automatically.
- Multi-Language Pricing. Set different rates per language pair and match tier. Price each target language independently based on complexity and volume.
- Instant Margin Preview. See your projected margin before sending. Compare client rates against vendor costs to ensure every quote is profitable.
- One-Click Convert to Project. Client accepts? Convert to a project with pre-populated workflow, language pairs, and scope lines carried over automatically.
Project Workflow Grid
See every language, step, and vendor at a glance. Advance steps, upload files, and track progress — all from one grid.
- Multi-Language Grid. Every language pair gets its own row, every workflow step gets a column. Spot bottlenecks instantly without drilling into individual tasks.
- One-Click Advancement. Move steps forward with a single click. PM review, translation, and delivery stages advance with built-in validation checks.
- Vendor Assignment. Assign translators, reviewers, and DTP specialists to steps directly from the grid. See who is working on what at all times.
- File Promotion. Output files from one step automatically become inputs for the next. No manual file shuffling between translation, review, and delivery.
Vendor Cascade
Set up fallback vendor chains. If your first-choice translator is unavailable, the system automatically offers the job to the next vendor in line.
- Priority Ranking. Rank your preferred vendors per language pair and specialisation. The best-fit translator always gets first refusal.
- Automatic Fallback. When a vendor declines or times out, the job offer moves to the next in line without PM intervention.
- Deadline Awareness. Cascade timers factor in project deadlines. If time is running short, the system accelerates offers to avoid delays.
- Escalation Alerts. Get notified if the cascade exhausts all vendors. Step in early before a deadline is at risk.
Rate Cards
Client and vendor rate cards with per-language, per-tier pricing. Set it once, apply it everywhere.
- CAT Tier Pricing. Define rates for each fuzzy match tier — from new words to exact matches. Weighted pricing calculates automatically on quotes.
- Client-Specific Cards. Each client can have their own rate card. Negotiated rates apply automatically when you build quotes for that client.
- Vendor Rate Cards. Track what each translator charges per language pair and tier. Compare vendor costs against client rates instantly.
- Weight Adjustments. Apply discount weights to high-match tiers. 100% matches at 30% of the new-word rate? Set it once, apply it to every quote.
Business
Financials, clients, vendors, and reporting — all in one place
Run the business side without switching tools.
Invoicing
Professional invoices that sync with your accounting software. Track payments, send reminders, and see your cash flow in real time.
- Professional Layout. Generate branded PDF invoices with line-item detail, language breakdowns, and your company logo.
- Payment Tracking. Mark invoices as paid, partially paid, or overdue. See outstanding balances per client at a glance.
- FreeAgent Sync. Push invoices to FreeAgent with one click. Payments reconcile automatically when your bank feed updates.
- Multi-Currency. Invoice in GBP, EUR, USD, or any currency your clients need. Exchange rates are tracked for accurate reporting.
Client Management
Contacts, activity history, and project tracking — all in one place. Know your clients, not just their invoices.
- Contact Directory. Store contacts, billing addresses, and communication preferences for every client. Find what you need without searching your inbox.
- Activity Timeline. See every quote, project, and invoice for a client in chronological order. Full context for every conversation.
- Project History. Track which language pairs, volumes, and services each client uses most. Spot trends and anticipate repeat work.
- Custom Tags. Tag clients by industry, region, or priority. Filter your client list to find exactly who you need.
Vendor Details
Language pairs, specialisations, rates, and availability — manage your entire translator network from one place.
- Language Pairs. Record every language combination a vendor covers. Filter your network by source and target language when assigning jobs.
- Specialisation Tags. Tag vendors by domain expertise — legal, medical, technical, marketing. Match the right specialist to the right project.
- Rate Tracking. Store per-language, per-tier rates for each vendor. Compare costs across your network before making assignments.
- Job History. See every job a vendor has completed, including on-time delivery rates and quality feedback. Make data-driven assignment decisions.
Financial Reports
Revenue, costs, and margins — by client, language, and period. Know your numbers before your accountant does.
- Revenue Dashboard. Track revenue by client, language pair, and time period. See which services and clients drive your business.
- Profitability Analysis. Compare client rates against vendor costs per project. Identify your most and least profitable work at a glance.
- Vendor Cost Tracking. Monitor what you spend on each vendor and language pair. Spot cost trends before they erode your margins.
- Ageing Report. See overdue invoices grouped by age — 30, 60, 90+ days. Prioritise collections and keep cash flow healthy.
Portals
Dedicated workspaces for your clients and translators
Self-service access that saves you time.
Vendor Portal
Your translators get their own workspace — accept jobs, deliver files, and track payments without a single email.
- Job Dashboard. Vendors see their pending, active, and completed jobs in one place. Accept or decline offers with a single click.
- File Delivery. Upload completed translations directly through the portal. Files route to the next workflow step automatically.
- Payment Visibility. Vendors see their payment status and history. Fewer "when will I be paid?" emails for you to answer.
- Self-Service Profile. Translators update their own language pairs, specialisations, and availability. Your vendor database stays current without manual upkeep.
Client Portal
Clients check project status, download deliverables, and approve work — without chasing you for updates.
- Project Status. Clients see real-time progress on their projects. Each step shows a clear status so they know exactly where things stand.
- File Downloads. Deliverables appear in the portal as soon as you mark them ready. Clients download files on their own schedule.
- Quote Approval. Send quotes through the portal for client review and approval. No more PDF attachments lost in email threads.
- Branded Experience. The portal carries your branding, not ours. Your clients interact with a professional interface that feels like your own product.
