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Assistant

An assistant that takes routine work off your team

Open it beside any screen and ask in plain language. It reads your projects, contracts, time, and email, drafts the proposals, change orders, and invoices that follow from them, and handles setup work like creating phases and tasks or entering a week of time.

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Free for 14 days, with every feature included.

A project budget in Paradesk with the assistant open beside it and a question about which phases are closest to their budget
A project budget in Paradesk with the assistant open beside it and a question about which phases are closest to their budget
1It opens beside whatever you're working on and knows which screen you're on.
2It reads the same budgets, contracts, and records you see, so it can answer which phases are closest to budget.
3Type a request, or attach PDFs, Word documents, spreadsheets, or images.
  1. 1It opens beside whatever you're working on and knows which screen you're on.
  2. 2It reads the same budgets, contracts, and records you see, so it can answer which phases are closest to budget.
  3. 3Type a request, or attach PDFs, Word documents, spreadsheets, or images.

What you can ask it to do

It works across every part of Paradesk, using the same records and permissions as the person asking.

Manage
  • Create projects, phases, sets, documents, folders, and tasks
  • Write a project brief and show each person's workload
  • Reassign tasks and move documents between board stages
  • Add clients and contacts, and invite people to the workspace
  • Find a project's email and summarize what was asked
  • Work through a new workspace's setup steps with you
Bill
  • Draft proposals, contracts, fee lines, and change orders
  • Draft invoices and credit notes from approved time and expenses
  • Enter time in bulk and log expenses
  • Set up labor categories, rate tables, and project rates
  • Record a payment against an issued invoice
Review
  • Draft a checklist template from a description or a file you attach
  • Start a review on a document
  • List a review's items and the decision on each

How it works with your team

It uses each person's permissions

It sees and changes the same records as the person asking, based on their role.

Your team sends what it drafts

Proposals, change orders, and invoices it prepares wait as drafts for someone on your team to review, issue, and send.

Usage and limits

Every plan includes assistant usage for each seat. Team Plus includes ten times as much as Team, and Team Pro twenty times. You can top up from $10 to $500 or turn on auto-reload, and the usage page lists every request: who asked, from where, and how long it took.

Client email turns into suggested changes

Every project, client, and contact can have its own email address, and the mail your team imports from all of them lands in one inbox for the firm. The assistant reads each message and its attachments and suggests new tasks, changes to existing tasks, comments, and documents, each with the lines of the email it came from.

Someone on your team applies each suggestion or dismisses it.

A client email in Paradesk asking to move a deadline, with the suggested change to the task's due date and priority, the lines of the email it came from, and Apply and Dismiss buttons

Automations act on email and records without being asked

Describe when to act and what to do, and Paradesk shows each step as you write. When a client email, a project event, or a condition you describe calls for it, the automation drafts the change order, proposal, or invoice, creates tasks, and emails your team.

An automation's flow in Paradesk: when an email arrives in a project inbox asking for work outside the agreed scope, draft a change order and create a task for the project manager to review it

Use Paradesk from Claude, ChatGPT, or any assistant that supports MCP

Paradesk runs an MCP server, the standard way assistants connect to other software. Connect it to the assistant your team already uses, and it can look up projects, enter time, draft proposals and invoices, and answer questions about your work, the same as the assistant inside Paradesk.

  1. 1In your assistant's connector settings, add a custom connector with the address https://app.paradesk.io/mcp.
  2. 2Sign in to Paradesk when it asks, and approve the connection.
  3. 3Ask for what you need. It works in your active workspace, with your account's permissions.

Common questions

Models from OpenAI.

Try Paradesk on a project you're working on now

Set up a project with its contract and phases, invite your team, and give the assistant some of the routine work. Your first 14 days are free, with every feature included.

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