One board across every engagement you have won. Drag a card to move it, or use the arrows. Moving a card resets its clock, which is how Cadre knows what has stopped.
Add a task
Add an engagement
A new engagement starts empty. Add its first tasks above, or paste the brief into Business development and let Cadre scope it.
Build the board from a scope of work
Or paste the text instead
Cadre reads the structure, turns each deliverable into a card, and proposes who should own it based on your team. Nothing is added until you approve it.
Work you are chasing. Same board, different cards: these are opportunities, not tasks. Most arrive because Cadre read something in the market and matched it to a client you already know.
Add an opportunity
Everything Cadre read this morning, with its source. Practices are yours to set, so add whatever your firm actually sells and remove what it does not.
Templates your firm reuses. Open any one to see it, or point it at a live engagement and Cadre fills it in for you.
Add a template
Who is on the bench, what they are good at, and how much of their week is already spoken for. Cadre uses this to propose an owner for every task it creates, and to notice when someone is carrying too much.
Add a team member
Skills are free text. Cadre matches on words, so write them the way you would describe the work: modelling, diligence, operations, regulation, market, comms.