Leaf

Keep teams aligned.
Never lose a task.

Leaf is a team + client task platform built for operational accountability: assignments, approvals, client billings, client reports, comments, files, reminders, and an audit trail that doesn’t lie.

Operations Overview

Structured visibility across all active client work.

Active Tasks
142
Pending Approvals
12
Overdue
3
Unpaid Invoices
$42.5k
Recent Status Changes View audit log →
Q3 Compliance Audit Report
Vertex Financial · Approved by Sarah
Approved
Brand Assets Delivery
Echo Studios · Rejected by Lead
Needs Revision
Monthly SEO Optimization
Orbit Inc. · Due in 2 days
Pending Review
Built for real operations

Everything you need for accountability

A structured workflow that matches how teams actually work.

Task & Project Management

Assign tasks, set deadlines, and visualize progress with boards, lists, and timelines tailored to your team's style.

Client Billings & Invoicing

Generate invoices, track payments, and manage recurring billing—weekly, biweekly, or monthly—with automatic or manual drafts.

Client Reports & Transparency

Send automated work reports to clients on a schedule: daily, weekly, or monthly. Keep stakeholders informed without extra effort.

Task: Quarterly Review Deck

JD

Status changed to Needs Approval

Attached file: Q3_Deck_v2.pdf

Approval Rejected by Manager

Reason: Financial projections on slide 12 are using outdated client data. Please revise and resubmit.
Accountability

No task falls through the cracks

Operations break down when communication scatters. Leaf centralizes task assignment, threaded comments, and file attachments. Our required rejection reasons ensure feedback is clear, actionable, and permanently logged.

  • Threaded comments with @mentions
  • Direct file attachments on tasks
  • Automated overdue alerts and reminders
End-to-End Delivery

From approved task to paid invoice

Close the loop on your operations. Once client work is approved, seamlessly generate billings, configure recurring invoices, and track payment status without leaving the platform.

Recurring Billing
Scheduled Reports

Invoice #INV-2024-089

Sent to Client
Item Description Amount
Monthly Retainer - October $4,500.00
Additional Ad-hoc Consulting $750.00
Total Due $5,250.00
Auto-schedule client performance report on payment
Built for real operations

Everything your team needs to work smarter

From task tracking to client invoicing and reports, our features keep your team connected, organized, and moving forward—together.

Clients + teams

Map teams to clients, assign members, and keep work scoped and searchable.

Approval workflow

Submit for review, approve/reject (with reasons), resubmit fast. Clear history.

Client Billings

Create invoices, configure recurring billing per client, and export PDFs. Track sent and paid status.

Client Reports

Automated work summaries delivered to clients. Configure daily, weekly, or monthly reports—no manual updates.

Reminders + overdue

Automatic reminders before due dates and overdue detection—no more silent failures.

Comments + @mentions

Threaded collaboration with mentions and notifications, right where the work is.

Files attached to work

Upload PDFs, spreadsheets, and screenshots to tasks and comments.

Audit timeline

Immutable activity log: assignments, status changes, submissions, approvals.

Pricing

Start with a 14-day trial

Pick a plan now. You won’t be charged until the trial ends.

Ready to bring accountability to your operations?

Start your 14-day free trial today. No credit card required.