The Tools You Need.
Working Together.
From client relationships and daily operations to digital experiences, communication, and automation, 12 Workspace brings essential business capabilities into one connected platform.
Configure what works for your organization.
Expand as your needs evolve.
Welcome to 12 Workspace
Customize this dashboard anytime by clicking Edit Dashboard. Add, remove, or rearrange widgets to fit your workflow.
| Account Name | Organization Type | Primary Contact | Configured Solution | Retainer | Status | Open Tasks | Lead |
|---|---|---|---|---|---|---|---|
| Aria Patel Design | Professional Practice | Aria Patel | Connected Workspace + Web | $2,400 | Active | 4 | E. Ward |
| Marin Advisory Group | Advisory Firm | Diego Marin | Operations + Scheduling | $1,850 | Active | 2 | M. Hill |
| Northwind Studio | Architecture & Design | Sarah Chen | Client Portal + Billing | $3,100 | Onboarding | 7 | E. Ward |
| Locke & Co. Partners | Membership Association | Elena Locke | Member Suite + Inquiries | $2,750 | Active | 3 | S. Vance |
| Highland Field Group | Specialized Services | James Thorne | Custom Automated Workflows | $3,600 | Active | 5 | M. Hill |
Good morning, Robert.
Thu, Oct 15 · 3 appointments
9:30 AM · Discovery Consultation
Northwind Studio · Virtual
Messages
Thanks for the proposal — looks great.
Confirming tomorrow's review.
Tasks · 3 today
Keep Your Relationships
Organized.
Manage client and contact information, track interactions, and keep important activity connected.
Contacts
47 totalExample Workspace Configuration
Your Digital Presence,
Connected.
Manage professional websites and online experiences that connect with the rest of your business systems.
Professional Services
Platform Capabilities
Keep the Details
Moving.
Organize appointments, routine tasks, and the workflows that support your organization.
Stay Connected
at Every Step.
Bring important conversations and marketing activity into a more organized environment.
Messaging reach and available channels depend on configuration and supported integrations.
Simplify
the Business Side.
Connect important payment and transaction processes to the client experience.
Payment processing requires appropriate integrations and may involve third-party transaction fees. Not a replacement for accounting software.
Example Workspace Configuration
Extend the Experience
Beyond Your Office.
Provide convenient digital access to information, services, and experiences.
These capabilities are configuration-dependent.
Make Routine Work
Simpler.
Connect processes and reduce repetitive administrative work.
Not every third-party system has a native integration — connections depend on supported services and configuration.
Introduce Intelligence
Where It Helps.
Support communication, information access, and selected operational processes with AI-powered capabilities.
Availability depends on configuration, enabled services, and integrations. AI functionality is described with appropriate human oversight and clear operational boundaries.
Explore AI SolutionsCapabilities may include
One Platform.
Different Ways to Work.
Every organization has different priorities.
12 Workspace can be configured with the capabilities that support your operations — whether that means managing client relationships, improving communication, connecting memberships, or introducing more advanced automation.
Start with what matters. Add capabilities as your requirements evolve.
A More Connected
Way to Work.
Explore the capabilities that make sense for your organization.
Discuss Your Workspace