work

Deliver world-class services for your clients

Manage client projects, deliverables, and team communication inside the inbox your firm already uses.

Client work managed from where it starts: email

Professional services firms run on client communication. Drag turns your inbox into a project management layer where every client email becomes a trackable deliverable on a visual board.

No more switching between email, Trello, and Slack. Assign tasks, track deadlines, collaborate on deliverables, and communicate with clients, all from Gmail.

Per seat, from $12/mo · 7-day free trial

Client projects board

Q3 audit - Harris & CoActive
Brand strategy - Summit GroupReview
Tax filing - Meridian LLCDelivered
Client Boards
A
Acme Corp5 activechevron_right
T
TechStart3 active
N
Nordic Trade7 active
G
Global Retail2 active

One board per client or project

Create a board for each client or engagement. Every email, document request, and deliverable lives on that board. Your team sees what's been sent, what's pending, and what's overdue, at a glance.

Team coordination without forwarding

Assign client requests to team members, leave internal notes on email cards, and collaborate on drafts before sending. No more CC chains or forwarded threads. Everyone works on the same board.

Sarah ChenSarah Chen2:15 PM

@Marcus Johnson can you review the deliverable before I send to the client?

Marcus JohnsonMarcus Johnson2:22 PM

@Sarah Chen looks good, just update the timeline on page 3.

Acme deliverable reviewSarah Chen3 days left
TechStart proposal draftMarcus JohnsonDue tomorrow
Nordic Trade final reportElena RodriguezOverdue 1 day

Deadlines your team actually meets

Set due dates on every deliverable card. Get reminders before deadlines. See overdue items highlighted in red. Managers track workload across all clients from a single dashboard view.

Built for professional services workflows

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Create per-client boards for project tracking

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Assign deliverables to team members with due dates

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Track document requests through review stages

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Collaborate on client responses with internal notes

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Auto-tag by client, project, or document type

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Set milestone reminders and deadline alerts

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Report on utilisation and delivery timelines

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Archive completed engagements for reference

Having the ability to chat within Drag and assign emails has been crucial as almost everything we do starts with an email. We also love being able to create boards and color code them like in Trello.

Elizabeth Pampalone

Elizabeth Pampalone

Founder, Absolute Marketing

Drag for every team

The inbox for teams and agents.

AI drafts, classification, and summaries included on all plans. 7-day free trial, no credit card required.

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