Product

Everything a client engagement needs, in one place

Feedback, planning, sign-off, and billing — connected end to end, so the people, the work, and the money stay aligned.

Projects, boards & roadmaps

See the work the way each person needs to

The same work item lives on a board for your developers, a roadmap for your leads, and a simple status for your client. Plan a sprint, map a quarter, or track a single fix — it's one record, never a copy that drifts out of date.

Kanban, planning, and roadmap views of the same work
Readable IDs you can say out loud in a client call
Dependencies and releases that keep dates honest
Flow Board · Acme storefront
To do1
Promo code on Safari
ALN-2841
In progress2
Saved-card support
ALN-2839
Throttle logins
ALN-2851
Done1
Session store → PG
ALN-2830
Client portal & roles

Bring clients in — without exposing the messy parts

Clients submit requests, watch progress, and approve work in a portal that only shows what's theirs. Your team keeps its internal notes, estimates, and back-and-forth private — all on the same record, filtered by who's looking.

A client view that maintains itself — nothing to duplicate
Granular roles, from full team access to read-only guests
Approvals built in, so clients sign off where it matters
Who sees what
Roles
Your team
Full access to boards, notes, and tools
Staff
Client
Their projects, progress, and approvals
Portal
Guest viewer
Read-only access to shared status
View
Cost, time & invoicing

Get paid the moment the work ships

Draft a cost estimate in seconds and route it for approval before work begins. Log time against the work as it happens. When a release is signed off, Align rolls approved time and estimates into a draft invoice — finance just reviews and sends.

Estimates your client approves up front
Time captured against the work, at the right rate
A draft invoice generated automatically on release
Draft invoice · INV-0042Draft
Acme Retail
Release v2.4 · May 2026
Discovery & scoping$2,400
Checkout fixes (v2.4)$4,200
QA & release$1,880
Saved-card support$4,000
Total due$12,480
Approvals & agreements

Sign-offs and contracts that move as fast as the work

Set the approvals a release needs and Align gates it until they're cleared. Send agreements for signature and store every signed version alongside the work — no separate contract folder, no chasing PDFs over email.

Multi-step approvals, in the order you decide
Send, sign, and store agreements without leaving Align
A complete, time-stamped history for every sign-off
v2.4 — Billing & sign-offReady
Cost estimate approved
QA verification complete
Release dependencies resolved
Draft invoice queuedIn review
Max & AI workflows

AI that drafts the busywork — your team approves it

Max, your built-in assistant, drafts cost estimates, summarizes long threads, and writes status updates and release notes. Every draft lands inside the same approval and history trail, so a person always has the final say. Nothing ships on its own.

Drafts estimates, summaries, and updates in seconds
Project health checks and executive summaries on demand
Every suggestion is a draft your team reviews and approves
Max · suggestions
Draft
Cost estimate
Drafted from the request — ready to route
Review
Thread summary
14 comments condensed to 3 points
Review
Release notes
Drafted from what shipped in v2.4
Review
Reporting & dashboards

Client-ready status in a click, not a Sunday night

Turn the live state of a project into a clean, shareable report — progress, velocity, releases, and cost — without copying anything into slides. Dashboards keep your team oriented; exports keep your clients informed.

Polished project, team, and release reports on demand
Export to share with clients and stakeholders
A customizable dashboard for every role
Reports
Export
Project status
Entries, releases, completion rate
PDF
Team performance
Velocity and cycle time by member
PDF
Release burndown
Remaining work over time
CSV
Security & trust

Built for the data your clients trust you with

Single sign-on for your team, role-based access on every screen, encryption in transit and at rest, and a complete audit trail of who changed what. Privacy is a brand value here — client data is yours, and you control who sees it.

Single sign-onRole-based accessFull audit trailData export & deletion
Read our security overview

See it on a real project, end to end

A 25-minute walkthrough with the Align team. We'll show you the loop on data that looks like yours.