Welcome to Titan Books

Your morning view. Every client's engagement at a glance — pipeline progress, what's outstanding or waiting on the client, and where the month stands — all on one screen before the coffee's done.

Everyone you're working with, each with their own engagement pipeline, transactions, documents, and monthly deliverable. Open a client to see exactly where their work stands and what's still open.

The month's billing activity across every client — categorize, match, and flag open questions without leaving the page. Anything uncategorized or outstanding surfaces itself here.

The pipeline, engagement by engagement — every step from scope confirmation to final delivery, with progress you can see and nothing silently skipped. This is the month's heartbeat.

Your agents live here — this is the intelligence layer of the practice. Sage, your AI consulting partner, is briefed on every engagement. The Auditor is an adversarial reviewer that tries to break your deliverable before the client can. The War Room convenes them together on one engagement, and Sweep All Clients runs The Auditor across every active client in one pass.

The monthly deliverable package and the practice at a glance — revenue summaries and the numbers your clients actually ask for, without building a spreadsheet.

Practice preferences and guardrails — engagement pipeline defaults, billing rules, and Sage's AI settings. Set them once; the whole workspace follows.