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FeaturesThe full toolkit

Every project management primitive you'd expect. None of the data entry.

Decisions, scope changes, dependencies, successors, meeting tracking, risks, tests, sign-offs — the structures a real consulting engagement runs on. Built the way a senior PM would build them, and ready the moment you drop in your SOW.

Willie keeps it current. You hold the pen on every record.

01Five categories

Built like a project tool. Run like Willie was sitting next to you.

Each of these is a first-class record in Groundskeeper — editable, linkable, searchable, exportable. The same primitives any project tool offers, with one difference: you don't have to fill them in yourself.

01Category

Plan & timeline

The structural backbone — milestones, tasks, owners, dates — built from your SOW, not entered by hand. Edit any cell; the rest of the plan adjusts.

Milestones
Phase markers with start, end, and the deliverables that earn them.
Tasks
Owners, due dates, status. The unit everything else stitches together.
Dependencies & successors
Explicit "blocks" and "is blocked by" links. Surfaces what moves when something slips.
Owners & assignees
Every item has a human. Internal teammates or client-side stakeholders.
Critical path
The chain that determines your finish date. Highlighted on the plan view.
Baseline & drift
Compare the current plan against the one you signed. See drift before it becomes a problem.
02Category

Decisions & approvals

A decision log that's actually a workflow. Every call has a draft, a rationale, an approver, and a result — captured in one place instead of buried in email.

Decision log
Every call you've made, with rationale, date, and the person who approved it.
Decision requests
Draft a decision, route it to the right person, capture their response.
Approver assignment
One human approver per decision. No ambiguity about whose call it is.
Rationale & citations
Every recommendation links back to the source — transcript, email, document.
Sign-offs
Phase gates, deliverable acceptance, milestone closure — captured with timestamp.
Edit before you send
Drafts are drafts. Rewrite, retitle, reroute. You decide what goes out.
03Category

Scope & change control

The discipline that keeps fixed-scope engagements profitable. Capture what changed, who asked, and the impact — without making it a project of its own.

Scope baseline
The scope you signed, locked in version one. Everything else is measured against it.
Change requests
When the work expands, capture what changed, who asked, and where it landed.
Impact analysis
What does this change cost — in days, deliverables, or budget?
Versioned scope
Walk back through every version. See when each change landed and why.
Out-of-scope log
Items the client asked for that don't fit the current SOW. Tracked, not lost.
04Category

Meetings & cadence

Recurring meetings, transcripts, action items, and the status report you send afterward — all on one rhythm. Drop in a transcript; the open items land in the plan.

Meeting tracker
Every recurring meeting, with agenda, attendees, and outcomes in one place.
Transcript ingestion
Drop in a transcript — decisions, action items, and parking-lot updates come out.
Email intake
CC Groundskeeper on an email and the whole thread lands in the project — read it in context, then hand it to Willie in a session.
Action items
Extracted, assigned, dated. Surfaced in your next session, not lost in notes.
Attendance & roles
Who was there, who owned what part of the agenda, who needs the follow-up.
Weekly status reports
Drafted from what changed this week. Edit, sign, and send from the same screen.
Recurring rituals
Weekly status, monthly steering, ad-hoc working sessions — all on one cadence.
05Category

Risks, tests & open items

The RAID-style register — risks, assumptions, issues, dependencies — plus the acceptance discipline that lets you close a milestone with the client on record.

Risk register
Probability, impact, owner, mitigation. The discipline, without the spreadsheet.
Tests & UAT
Acceptance criteria, test runs, sign-offs — captured from the client, not assumed.
Parking lot
Items raised but not ready to act on. They don't fall through the cracks.
Open questions
Anything blocked on someone else — with who, how long, and the last nudge.
Issues log
Active problems and their resolution path. Closed issues stay searchable.
02How the work gets divided

Willie does the setup. You hold the pen.

Every primitive on the page above can be created and updated by Willie from the materials you hand her. None of them are read-only. The system is built so a human always owns the final state.

Willie
Drafts the records
You
You edit them

When Willie creates a decision, scope change, or status report, it lands as a draft with citations. Nothing leaves the surface without you reading it.

Willie
Updates as the project changes
You
You override what doesn’t fit

New transcript, new doc, new email — Willie keeps the plan in sync. Any field you edit by hand stays that way until you say otherwise.

Willie
Suggests, surfaces, recommends
You
You make the calls

Every approval, every external message, every irreversible action requires a human on record. Willie never clicks send on your behalf.

03Built in: the client portal

The same primitives, surfaced to your client.

Decisions you've requested. Status reports you've sent. Open items waiting on their side. Files they uploaded. The client sees a live view of the project, scoped to what they should see — and answers their own questions through the portal instead of emailing you for status.

  • One portal per engagement, scoped to the client's view
  • Decisions, approvals, status reports, files, open items
  • Unlimited external users — no per-seat charge for clients
  • Anything sensitive routes to you for review before it surfaces
Groundskeeper
APEX Wealth · Digital Transformation
Waiting on you · 2 items
DECISION4d
Approve Q3 scope expansion (3 line items)
QUESTION1d
Who owns the analytics hand-off — IT or data?
Recent
STATUStoday
Week of May 12 — M2 Build on track
04Integrations

Meets the work where it already happens.

Email is live today — CC Groundskeeper on a thread and it lands in the project. Slack, Teams, and calendar are on the way, added only when they bring the conversation in without fragmenting where decisions get made.

Email

Outlook, Gmail, or any provider — CC a thread and it lands in the project.

Available now
Slack logo
Slack

Decisions made in chat reach the project.

Coming soon
Microsoft Teams logo
Microsoft Teams

Decisions made in chat reach the project.

Coming soon
Calendar

Meetings and milestones on one timeline.

Coming soon
New · Mobile companion

The whole toolkit, on your phone.

Every primitive above travels to mobile. Open a project’s inbox, approve a decision with a note, mark a task complete, upload a file, or hand a question to Willie and approve what it proposes — from an installable app that adds to your home screen in seconds.

Explore the mobile appIncluded with every plan
Groundskeeper mobile inbox with a task and a decision waiting on you
Approving a decision on mobile, with the reasoning captured as a note

All of it, current, on day one.

Drop in your SOW, your kickoff transcript, your prior notes. Plan, decisions, scope baseline, risk register, status report draft — built and waiting for your review the next time you open Groundskeeper.