Product
One platform for the whole of your client work
HilexX is a single workspace where client relationships, delivery, documents and AI assistance share the same data. Every module below is labelled with its current release stage.
Platform overview
HilexX is being built as an operating platform, not a collection of separate tools. The record you create when you win work is the same record you deliver against, document and report on.
Usable by beta participants today, and still maturing.
Actively being built. Not available to beta participants yet.
Direction rather than commitment. Not scheduled and no dates published.
Modules
What each part of HilexX does, and where it currently stands.
CRM and client management
Clients, contacts and the services you provide, held in one connected record rather than spread across inboxes and spreadsheets.
- Client and contact records
- Services provided to each client
- Relationship history in one place
- Search across your client base
Opportunities, proposals and engagements
Track potential work from first conversation through to an agreed engagement, without rebuilding the story each time.
- Opportunity records against a client
- Proposals linked to the opportunity
- Engagement records capturing what was agreed
- A visible pipeline of potential work
Documents and notes
Notes and document records stay attached to the client or project they belong to, so context is never lost.
- Notes against clients and projects
- Document records held with the work
- Context available to everyone who needs it
Accountant Lookup
Search and reference accounting practice information from inside the workspace.
- Practice lookup and reference
- Available to beta participants
Property Feasibility
Structured feasibility workspaces so numbers and assumptions are consistent across projects instead of living in one-off spreadsheets.
- Feasibility projects per site or scheme
- Cost and revenue lines
- Consistent structure across projects
- A record of what changed and when
AI Assistant
Foundational AI assistance inside the workspace: summarising records and helping draft written work. AI output supports your judgement rather than replacing it.
- Summaries of client and project records
- Drafting assistance for written work
- Always reviewable before it is used
Architecture workflows
Project coordination for design practices: stages, drawings and consultant input. Not available to beta participants yet.
- Project stages
- Drawing coordination
- Consultant and approval tracking
Automation
Rule-based recurring work, reminders and follow-ups so routine steps keep moving without someone remembering them.
- Recurring work
- Reminders and follow-ups
- Rule-based workflow steps
Client Portal
A controlled space for clients to view progress and exchange information, reducing status emails and scattered attachments.
- Shared documents
- Requests and responses
- Progress visibility for clients
Reporting and visibility
Deeper reporting across clients, work and pipeline so the state of the business can be answered at a glance.
- Cross-business reporting
- Pipeline and workload views
- Trend analysis
HilexX is practice and business management software. It is not bookkeeping software, a general ledger, payroll software or a replacement for ATO lodgement systems, and it does not perform tax calculation or prepare financial statements.