Every feature, built for delivery work.
Seven modules, client delivery and your own team in one place. Each solves a specific problem an agency has. No separate tiers; every workspace gets the whole product.
Tasks built for delivery work.
Most task tools optimise for engineering sprints. Auctores Helm optimises for the lifecycle of an agency deliverable, todo → in progress → internal review → client review → done.
- A status flow that mirrors how delivery actually moves, with rework + awaiting-client states
- Priority, due date, time estimate, assignee, collaborators, recurring templates
- Workload view: each operator's committed vs free hours, by week
- Per-client filter, search, custom sort, every task page is one click from any view
- Time logs against the task; the brief and the whole conversation live in one activity feed
Every client in full context.
A client page that's actually useful, not just a list of tasks. AI-built profile, recent feedback, hour-cap progress, and the linked credential vault.
- Auto-generated client profile (cadence, preferences, pain points, recent context)
- Plan + monthly hour cap with warning thresholds and an at-a-glance health badge
- Stakeholder list with optional portal logins
- Timesheets grouped by week, billable vs non-billable
- Activity log of every change, searchable and filterable
Time tracking that doesn't feel like work.
Start a timer with one click on any task. Stop it. Done. Logged against the task, the client, and the operator. No filling spreadsheets at 5pm Friday.
- One-click timers (only one running per operator at a time)
- Manual entries when you forgot to start the timer
- Billable / non-billable per entry; the client portal shows billable only
- Per-client monthly cap, alerts when 80% / 100% reached
- Workload view: committed (estimates) vs logged (actuals) per operator
Manage your team, not just the work.
Auctores Helm runs your own people too, attendance, schedules, workload, and payslips, so you're not bolting an HR tool onto the side. Punch in, track breaks, see who's at capacity, and pay the team from the hours they actually logged.
- Punch in / out with break tracking and automatic on-time / late classification
- Org + per-member work schedules, weekly off-days, and a holiday calendar
- Self-tracking toggle, let operators punch themselves, or keep it admin-only
- Workload view: each operator's committed (estimates) vs logged (actuals), by week
- Payslips generated from logged hours, set a salary, draft monthly, mark paid, export a branded PDF
A credential vault, not a Google Doc.
Per-client encrypted vault. AES-256-GCM, secrets server-side only, every reveal logged. The client portal sees only the credentials you flag as shareable.
- AES-256-GCM with a per-deployment encryption key held only on the server
- Per-credential "share with client" toggle
- Audit log of every reveal (who, when)
- Search by platform / username
- Notes field for context (not the secret itself)
Secrets stay server-side. Every reveal is logged.
An inbox that turns messages into tasks.
Paste a message into the inbox chat, or connect Gmail. Auctores Helm reads it, checks your open tasks, and proposes new tasks or updates, review-ready drafts you accept or reject. It never auto-creates a real task.
- Inbox chat: paste a brief, WhatsApp thread, or note, get scoped tasks back
- Gmail-to-task (read-only OAuth): each email becomes a review-ready draft
- Per-item approve / reject, nothing lands in your task list without a click
- Confidence score + reasoning on every parsed item
- Noise filter: LinkedIn alerts, OTPs, newsletters auto-marked as ignored
Can you make the wordmark a touch smaller and try the navy on the footer? Need it before the board deck Thursday.
A client portal that doesn't suck.
One link, the client's brand, the work that's been done, the hours billed, invoices to pay, credentials to copy. No login required, just a shared access code.
- Per-client branding (logo, primary color), they never see a generic Auctores Helm screen
- Clients approve work or request changes right from the portal, no logins to chase
- Invoices visible + payable from the portal
- Hours used vs the monthly cap, and time spent per task
- View-tracking: see when the client opened, viewed an invoice, clicked pay
One link. The client's brand. No login to chase.
AI you can turn off.
Every AI feature in Auctores Helm is included on every paid plan. They run through one wrapper that checks a master kill switch, flip the switch in admin settings and every Anthropic call short-circuits. Your tasks, clients, time tracking, and billing keep working, only AI is suspended.
Trial workspaces don't get AI by default, start your trial to try the rest of Auctores Helm first, then unlock AI when you subscribe.
Paste a WhatsApp message, brief, or meeting note into the inbox chat. Auctores Helm reads it, checks your open tasks, and proposes new tasks or updates to existing ones, each routed to the right client, every one accept/reject.
Connect Gmail and each message becomes a review-ready draft task. You approve. No surprise auto-tasks, no AI hallucinating a deadline.
Cadence, preferences, pain points, recent context | Auctores Helm reads your tasks + feedback + emails and writes a markdown profile per client.
When a task moves to DONE (or you click "Suggest next"), Auctores Helm proposes 1-3 logical next-step tasks for that client.
Today's priorities, bottlenecks, at-risk clients, quick wins. One short Markdown brief generated overnight.
LinkedIn alerts, OTPs, newsletters, password resets | Auctores Helm marks them IGNORED so they don't clog your review queue.
Make it look like yours.
Set your logo and brand color in Settings → Workspace and the dashboard wears it. Per-client portals can carry the client's own brand - they never see a generic Auctores Helm screen.
- Org-level: logo + accent color in the dashboard sidebar
- Per-client: full portal theming (logo, primary, accent)
- Pasted URLs (no upload infra to deal with)
- Reset to Auctores Helm defaults any time
Changes apply across every page in the dashboard for everyone in your org.
Security & data
More detail on security and data handling & backups.
Every row in the database carries an organizationId. Queries are scoped at the auth layer, different workspaces never see each other's data.
AES-256-GCM with a 32-byte key held only on the server. Even with database access, the cipher text is useless without the key.
Passwords are bcrypt-hashed (10 rounds). Sessions are JWT-signed with a server-side secret. Demo-mode click-a-name is off in production.
Every Anthropic call is gated by a per-org kill switch, so you can suspend AI across the whole workspace in one click.
Auctores Helm runs on managed Postgres (Neon) with continuous backups. We don't train AI on your data, ever. Export to CSV any time.
Every server action verifies the actor's organization before touching a row. Compound foreign-key uniqueness (orgId + slug) prevents leaks.
Now do the part where you try it.
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