MODRN Client OS
Client operations, run by AI. Owned by you.
A done-for-you operations system for solo consultants and small service teams. One system of record for every client, hour, task, and promise. An AI assistant does the filing, logging, and reminding. You do the billable work.
The problem
Your client work lives in six places. None of them talk.
Hours leak
You do the work, then reconstruct the timesheet from memory at invoice time. Every forgotten half hour is money you already earned and did not bill.
Promises slip
You told a client "by Friday" on a call three weeks ago. It lives in a notebook, an inbox, or nowhere. The client remembers. You find out when they do.
Meetings evaporate
A 45-minute call produces decisions, action items, and commitments. Unless someone files them within a day, most of that value is gone.
What you get
One system of record. An assistant that keeps it.
Client OS is a structured operations layer deployed on your own Google account: a master spreadsheet, a disciplined client folder system in Drive, and an AI assistant trained to run both. You talk to it in plain English.
Say it, it's logged
"Log 1.5 hours to Acme for the brand workshop." One sentence. The row is written with the date, description, and billing status. Invoice time becomes a filter, not an archaeology dig.
Meetings file themselves
After a client call, one request turns your meeting notes into a formatted Google Doc filed in the right client folder, logged hours, and tracked action items. Re-running it never duplicates a row.
Nothing slips
Every working session starts with a radar: overdue tasks, unresolved commitments, and open promises grouped by client. The system remembers so you can stop trying to.
Clients onboard in one step
One command creates the client record, builds a standard 5-folder Drive structure, and seeds the kickoff tasks. Every client starts organized and stays that way.
A real sales pipeline
Leads live beside clients with stages, touch history, and time tracking. When a lead signs, one step converts them to a client and keeps the full history.
A weekly pulse
One report per client, every week: open tasks, overdue items, hours delivered, unresolved commitments. Idle clients get flagged before they become awkward.
How it works
Deployed in days, not months.
- 1
Map
A working session on how you actually run client work today: clients, billing rhythm, meeting flow, where things currently slip.
- 2
Deploy
Your Client OS instance goes live on your Google account: the system-of-record sheet, the Drive structure, and the AI assistant configured to your business.
- 3
Handoff
A live walkthrough, then you run a real week on it: log hours, file a meeting, check the radar. We adjust anything that does not fit how you work.
- 4
Support
Ongoing updates and a monthly check-in. The system improves as your practice grows, and you always have a human to call.
Built paranoid
An AI with its hands on your client data should be hard to trust. This one is built for it.
Your account, your data. Everything lives in your Google Sheet and your Drive. Cancel any time and it all keeps working as a normal spreadsheet and folders.
Preview before write. Multi-row changes show you a diff and wait for your yes. Nothing bulk-writes blind.
Nothing is ever deleted. Finished work is archived, never destroyed. Client folders can be moved, never removed. The rule has no exceptions.
Verified writes. Before the system moves any row, it re-checks that the sheet has not changed under it. A concurrent manual edit can never corrupt your data.
Snapshots on demand. One command exports every tab to timestamped backup files. Row-level recovery, not just version history.
You can still touch the sheet. Manual edits are safe by design. The system tolerates reordered columns, renamed fields, and hand-added rows.
59 automated tests guard the write paths, the archive logic, and the failure handling. Every release passes them before it ships.
Proven on MODRN. This is the exact system MODRN runs its own client operations on, every day. We sell what we use.
Pricing
One setup fee. One flat monthly rate.
Setup
Mapping session, full deployment on your Google account, assistant configuration, and the handoff walkthrough. One-time fee, quoted on the walkthrough call.
Run
Flat monthly rate for support, updates, and the monthly check-in. No hourly billing. Cancel anytime and keep the system, your data, and everything in it.
Exact numbers depend on client volume and what we find in the mapping session. You get a fixed quote before anything starts.
Stop running your business from memory.
Book a 30-minute walkthrough. See the system live, on real operations, and get a fixed quote for your own.