Features

Features for translation and interpreting agencies

Twelve modules that share one database, so an enquiry becomes a quote, a booking, an invoice and a linguist payment without re-typing. Every plan includes every module; AI translation and Ask AI are included in Scale and can be tried free on every plan.

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Enquiries & quotes

Enquiries from your website, email and phone in one list, with word counts and quotes clients can accept or pay online.

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Interpreting bookings

Face-to-face, telephone and video bookings, job offers by email and SMS, and remote sessions in your own rooms or Microsoft Teams.

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Translation projects

Single jobs and multi-document projects, machine translation drafts, certificates and postal packs.

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Project management

An Action needed list for project managers: translations due, bookings without a linguist and work not yet invoiced.

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Linguist management

A linguist database, and a portal where linguists accept jobs, submit timesheets and invoices and keep their details up to date.

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Invoicing & payments

Invoices for completed work, card and PayPal payments, staged reminders, bank matching, and Xero or FreeAgent sync.

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Linguist payments

Approve payment requests and pay linguists through Wise, Airwallex or PayPal, one at a time or as a batch.

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Client portal

Clients request services, order translations, accept quotes, follow their jobs and pay invoices online.

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CRM & marketing

Clients, companies, notes, complaints and email campaigns, with the activity history of every record.

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Reports

A report builder with Excel downloads, and ready-made reports on enquiries, quotes, jobs, invoices and payments.

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Security

A separate database for each agency, staff roles, Microsoft sign-in, hashed passwords, payment permissions and an audit trail.

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Templates & branding

Editable email, PDF and SMS templates with your logo, previewed with real data before you save.

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AI tools

Optional AI tools

AI features for machine translation drafts, enquiries from email, bank matching and more. Nothing is sent or changed until a person confirms.

See the AI tools

Everything included

The complete feature list

Every capability, module by module. AI translation, Ask AI and the linguist map have free allowances on some plans; the pricing page shows which.

Enquiries & quotes

Website quote assistant
Enquiries from email
Word counts
Online acceptance and payment
Enquiry source recorded: web, email, telephone and more
Duplicate check by email address and phone number
New web enquiries shared across your sales team
Create the client from an enquiry in one click
Single-service quotes and multi-service project quotes
Quote PDFs from your own templates and letterhead
Accepted quotes become bookings and projects without re-typing
Custom fields that carry from enquiry to quote to job
Files attached to an enquiry carried to the quote and on to the project
Quote reminders on a ladder you set, stopped when the client replies
Enquiries marked won when their quote becomes a project
A time zone on every job for US and multi-region teams
Enquiry, quote and order figures for each salesperson

Everything in enquiries & quotes

Interpreting bookings

Interpreter search
Job offers by email and SMS
Online meetings
Transcripts
Face-to-face, telephone and video interpreting
Each booking in its own time zone
Email and SMS reminders before each booking
A shared log of every job offer and reply
Calendar invites that update or cancel with the booking
Recordings kept with the booking for as long as you choose
Job offers answered by text are read and applied to the job
Once a job is filled, the other linguists told in one click
Timesheets submitted online and approved by your team
Timesheets and declarations as PDFs
Online meetings switched on or off for your agency

Everything in interpreting bookings

Translation projects

Machine translation drafts
Certificates and declarations
Postal packs
Online orders
Single orders and multi-job projects
Clients upload documents through their portal
Linguists download sources and upload translations in their portal
Word documents converted to PDF on upload
Certified translation workflow with declarations
Court-format translator's declarations from editable templates, per court country
A revision step with tracked changes and a quality score
Translation memory and glossary shared across your jobs
Deadlines and status on every job
Deadline reminders to linguists before and after the due time
The team told when a translation comes back from the linguist, and the signed declaration requested
Clients see the source files and finished translations only
PDFs from your own templates

Everything in translation projects

Project management

Action needed panel
Client emails
Configurable checks
Projects
Each job checked in its own time zone
Interpreters who haven't confirmed a job starting within 24 hours flagged
Snooze an item, or mark it handled for the whole team
Items clear when the work is done, such as a translation delivered or a client answered
Deadline reminders to linguists, with a note to the project manager when a job is late
Custom fields on jobs, projects, quotes and clients
Field-level change history on quotes, projects and orders
Copy a job to the next day with the same pricing

Everything in project management

Linguist management

Linguist portal
Profile completeness
Bank detail checks
Email and SMS
Languages, services, skills and specialisations
CVs and photos stored securely
Search by language and location, with a map on Growth and Scale
Job acceptance from a secure link
Sign-up with the email address and mobile number confirmed by a code, and an address finder
Rates per linguist and per job
Star ratings and revision scores, visible to your team only
Choose how linguists can be paid: bank, PayPal, cheque or Paym
Two-way SMS inbox, with delivery status and the reason when a text fails
Staged and part payments per job

Everything in linguist management

Invoicing & payments

Jobs to invoice
Online payments
Xero and FreeAgent sync
Bank reconciliation
Staged reminders for overdue invoices, with snooze and hold
Draft invoices hidden from clients until they are sent
Client statements by company or contact, as PDF
Multiple currencies; VAT added, included in the price or not applicable on each line
Agencies not registered for VAT say so once, and margins are shown before VAT
Card checkout charges exactly what the pay page shows, including discounts and part payments
One Stripe payment split across several invoices
Invoice and receipt emails from your own templates
Payment status shown to clients in their portal

Everything in invoicing & payments

Linguist payments

Wise, Airwallex and PayPal
No duplicate payments
Payment permission
Missing details
Approval, un-approval and payment history per linguist
Staged and part payments up to the agreed total
Payment currency per linguist
Sort code, ABA/ACH, IBAN and SWIFT details
Payment emails sent once the money has gone
CSV exports for Wise and Mercury, and Airwallex batch files
Failed or returned transfers go back to the approval list
Payment methods offered per agency: bank, PayPal, cheque or Paym

Everything in linguist payments

Client portal

Service requests
Online translation orders
Quotes
Invoices
Secure sign-in for each client contact
Job and booking status at any time
Source files and finished translations only; AI drafts and linguists' paperwork stay internal
Quote views, acceptances and payments in the client's history
Reports on paid and unpaid jobs
Works on phones and tablets
Light or dark display, chosen by each person
Your logo and company details

Everything in client portal

CRM & marketing

Activity history
Complaints
Email campaigns
Notifications
Clients, companies and multiple contacts
Notes, files and emails on each record
Custom fields on client records
Two-way SMS inbox, with delivery status and the reason when a text fails
Saved list views and filters for each user
Field-level change history on key records

Everything in crm & marketing

Reports

Report builder
Sales by person
Money in and out
Machine translation effort
Reports on enquiries, quotes, jobs, clients, linguists, invoices and linguist payments
Custom fields as report columns
Saved reports, private or shared with the team
Orders by client, service and status
Reminder and follow-up reports
Each person's columns and filters remembered
Sign-in history

Everything in reports

Security

Separate database
Microsoft sign-in
Roles and permissions
Audit trail
HTTPS on every page and portal
Daily database backups
Staff roles with view or edit rights per part of the portal, money figures shown by role, and a payment permission
Payment, sign-in and email settings for admins only
Saved keys and passwords never shown again
Staff offboarding that hands work over before access is removed
Secure one-time links for linguists and clients
Card payments handled by Stripe and PayPal

Everything in security

Templates & branding

Editable templates
Preview
Placeholder checks
Template redesign
Your logo on every email and PDF
Letterheads by country or client
Bank details on invoices chosen by the client's country
Reference number patterns for orders, quotes and invoices
Multiple currencies with a default for your agency
Quote, invoice, certificate and timesheet PDFs

Everything in templates & branding

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Try every feature free for 30 days, or book a demo with our team. No credit card needed.

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