Engineering · Legal · Audit · Tax · Consultancy

Run client assignments
with payment-locked OTP gates.

Workflowzer turns proposals into structured, billable assignments. Send a proposal, collect the advance, gate drafts behind OTPs, raise interim invoices, and unlock final deliverables only after the final payment — all from one dashboard.

WF-2026 numbering

OTP-gated drafts

Milestone payments

Live · WF-2026-000142

Structural Design — Phase 3

Draft OTPawaiting client

Built for a four-role chain

From platform owner down to client — clear permissions, clear handoffs.

SuperAdmin

Platform-wide companies, plans, suspensions and analytics.

Company Admin

Owns the firm, manages SPs, subscription, billing.

Service Provider

Drafts proposals, runs the OTP-gated workflow.

Client

Accepts proposal, pays milestones, enters OTPs.

The assignment lifecycle

Nine stages. Two OTP gates. Zero ambiguity.

Every assignment moves through a deterministic state machine. Payments unlock the next step; OTPs lock-in client confirmations.

1Proposal sent

2Client accepted

3Advance paid → ACTIVATED

4Draft submitted (OTP issued)

5Client OTP-confirmed draft

6Interim requested → paid

7Final submitted

8Final paid (Final OTP issued)

9Completed (OTP unlocked)

Subscription

Activated Assignments — fair, transparent caps.

Starter

$29/mo

5 Activated Assignments

8 system templates
OTP workflow
Stripe payments

Run client assignmentswith payment-locked OTP gates.

From platform owner down to client — clear permissions, clear handoffs.

Nine stages. Two OTP gates. Zero ambiguity.

Activated Assignments — fair, transparent caps.

Run client assignments
with payment-locked OTP gates.