Client Request Management
Receive and organize incoming client requests in one shared space.
- Custom categories, statuses and priorities
- Single workspace for all open requests
- Ownership and hand-off without side channels
Client Request Management Platform
Every client
request lands
somewhere real.
Gray Alder is subscription software for receiving client requests, turning them into tracked tasks, organizing workspace records, and producing plain operational summaries your team can actually read.
Route incoming request → assign owner → set follow-up
live view
REQ-0148
Billing inbox
Priority · High
Triaged
REQ-0149
Client portal
Priority · Normal
REQ-0150
Shared address
Priority · Low
Queued
03 — What the platform does
Four modules. One operating surface.
Gray Alder is general business productivity software. Each module handles one part of the request-to-record loop — nothing more, nothing decorative.
Task & Follow-Up Tracking
Turn a request into a task with a due date and a name attached to it.
- Tasks created directly from requests
- Deadline and current work status tracking
- Follow-up reminders and internal notes
Workspace Record Organization
Keep records and comments structured instead of scattered.
- Structured working records and comment threads
- Grouping by project or by client
- Search and filtering across saved records
Activity Summary Tools
Plain summaries of what came in, what moved, and what is still open.
- Simple roll-ups across tasks and requests
- Open versus completed item counts
- Exportable operational summaries for internal use
From a message to a closed record.
Five stages, always in the same order. Click through them.
A request arrives from your intake address, portal form, or manual entry.
Why it matters
It gets an ID, a timestamp, and a place to live. Nothing sits in someone's inbox.
05 ANATOMY
One record, dissected.
Hover a label to see which part of the record it points to.
01
Record header
ID, client, category and priority stay pinned to the top.
02
Status track
Statuses are yours to name — the record only moves through the ones you defined.
03
Task list
Tasks created from the request, each with an owner and a due date.
04
Internal notes
Team-only commentary that never leaves the workspace.
05
Follow-up
A scheduled nudge attached to the record, not to a person's memory.
REQ-0351
Priority — High
Contract copy revision — Halvorsen Studio
Status Track
New
In progress
Closed
Tasks
Draft revised clause set
Due Thu
Second read by account lead
Due Fri
Internal Note
"Client prefers changes bundled into one reply — hold until Friday read."
Follow-up
Reminder set · 2 days before due date
06
A day on the rail
The same eight hours, with far less searching.
Move along the shift strip to see what the workspace is doing at each point of an ordinary day.
Shift 08:00 — 18:00
Auto-playing
Export
PRICING
Subscription plans, priced per workspace.
All prices in USD. Cancel any time from the workspace settings — no contracts, no setup fees.
Solo Desk
1–3 Seats
Small teams handling client requests out of a shared inbox.
$29
/month
billed monthly
- ✓ Up to 3 workspace members
- — Unlimited requests, 5 categories
- — Task creation from requests
- — Follow-up reminders & internal notes
- — Standard activity summary export (CSV)
- — Email support, 1 business day
Most Chosen
Studio
Up to 15 Seats
Service teams running several client tracks in parallel.
$79
/month
billed monthly
- ✓ Up to 15 workspace members
- — Unlimited categories, statuses & priorities
- — Project and client record grouping
- — Saved searches and filter views
- — Scheduled operational summaries
- — Priority email support, same business day
Operations
Up to 50 Seats
Larger operations teams that need structure across departments.
$189
/month
billed monthly
- ✓ Up to 50 workspace members
- — Multi-workspace record organization
- — Advanced filtering and record archiving
- — Custom summary templates for internal use
- — Onboarding session and workspace setup review
- — Named support contact
Voices from early workspaces
What teams say after switching the inbox off.
01 / 06
"We used to keep three lists and trust none of them. Now a request has one home and one owner, and the follow-up arrives before the client asks twice."
Marisol Ferrante-Okwu
Operations Lead · Thistlebrook Survey Cooperative
02 / 06
"The record grouping is the part that surprised me. Every comment sits with the project it belongs to, so a handover takes ten minutes instead of an afternoon."
Desmond Achterberg
Client Services Director · Verrell & Pike Restoration
03 / 06
"I write the weekly internal roll-up straight from the export. Open items, completed items, nothing invented. My partners stopped asking me to explain the numbers."
Ilonka Brzezicki
Practice Administrator · Northaven Structural Consultants
04 / 06
"Setting our own statuses mattered more than I expected. The workspace follows how we actually work instead of forcing a template on us."
Tobias Quennell
Field Coordination Manager · Harrowgate Land Services
05 / 06
"Internal notes stay internal. That single distinction cleaned up how the team talks about a request while it is still open."
Anneke Vandersloot
Intake Supervisor · Bellamy Ridge Veterinary Group
06 / 06
"Search is the quiet hero. I found a two-week-old comment thread in seconds and answered a client while still on the call."
Rasheed Olubunmi-Farr
Account Operations Specialist · Calder Mist Print Works
09
Runway
Four short days to a working setup.
No migration project, no consultant. Setup is a series of decisions you already made informally.
Day 01
Name your taxonomy
Write down the categories, statuses and priorities your team already uses out loud. Enter them once.
Day 02
Point intake at the workspace
Forward your request address or add requests manually. Everything lands in a single queue.
Day 03
Group by project or client
Create the record groups that match how you bill, report and hand work over.
Day 04
Run the first summary
Export a standard operational summary and check that it reads the way your internal review needs it to.
10
Scope, stated plainly
A narrow tool, on purpose.
Gray Alder provides subscription-based general business productivity software. The line below is not marketing — it is the boundary of the product.
Inside the product
- Receiving and organizing incoming client requests
- Categories, statuses and priorities you define
- Tasks, deadlines and current work status
- Follow-up reminders and internal notes
- Workspace records grouped by project or client
- Search, filtering and basic activity summaries
Not provided
- Payment processing n/a
- Banking or financial services n/a
- Lending of any kind n/a
- Investment services n/a
- Telecommunications services n/a
- Cybersecurity monitoring n/a
- Management of client funds n/a
Field notes
The vocabulary the workspace runs on.
Six terms your team will use daily. Defined here so nobody argues about them later.
Request
Anything a client asks for, captured once with a permanent ID.
In practice — If it was said out loud, it still becomes a record.
Priority
A label you define that decides reading order, not urgency theatre.
In practice — Three levels beat seven. Fewer labels, faster triage.
Follow-up
A scheduled return to a record that is still open.
In practice — It belongs to the record, so a day off doesn't drop it.
Internal note
Commentary visible only inside the workspace.
In practice — Where the team thinks out loud without the client reading it.
Record group
A bundle of requests, tasks and comments tied to a project or client.
In practice — The unit you hand over when someone changes seats.
Operational summary
A standard export of open and completed items over a period.
In practice — Written for an internal review, not for a slide.
12
Order & Contact
Tell us the plan. We'll open the workspace.
Send the form and our team replies with subscription details and access within one business day.
Direct Lines
Phone
Email
Address
8 Winchester Plz,
Winchester, KY 40391
Winchester, KY 40391
Support Hours
Monday – Friday, 9:00–18:00 ET