Everything you need is here.

PlanQ connects everything in one flow — no more switching tools.

Q talk — a dedicated chat for client work. Create tasks and share files right from messages.

Q task — due dates, owners, priority and status. See today's work and overdue items at a glance.

Q note — record and translate meetings in real time, with a summary at the end.

Q file · Q bill — manage files and billing in the same space.

FEATURES

Everything you need, right here.

PlanQ ties everything into one flow. No more jumping between tools.

Q SERIES

The five core modules

Each Q is its own thing — and connects into one flow.

Q talk — Customer chat

Easy chat with work structure built in. 1:1 customer channels + file sharing + agreement records + AI task extraction in one screen.

• Dedicated 1:1 channel per customer + workspace group channels

• AI extracts tasks from messages — one click into Q task

• Photo and file attachments — identical files stored once + automatic KO/EN translation

• Real-time chat + pin your own conversations + edit/delete history kept

• Projects and chats linked both ways — AI never extracts the same request twice

Q task — Task execution

Request, progress, review and completion in one flow. Everyone sees it from their own role — assignee, reviewer, requester or watcher — with time tracked along the way.

• 7 statuses (not_started → waiting → in_progress → reviewing → revision_requested → completed)

• Perspective-aware labels (assignee/reviewer/requester/observer) — same task reads differently per role

• Hours tracking (estimated · actual · progress%) + capacity dashboard + burndown chart

• This week / All mine / Requests — three tabs separating incoming and outgoing

• Confirmation workflow (all/any policy) + AI deliverable-based task naming

Q note — Voice meetings · memos

Live transcription + automatic translation + question detection + answer suggestions from your own materials. Automatic summary when the meeting ends.

• Live Korean/English transcription (during the meeting and for review afterwards)

• Detects questions automatically and suggests answers from materials you uploaded

• Learns the terms in your materials to transcribe more accurately

• Register participants' voices ahead of time and confirm speakers afterwards (nothing interrupts the meeting)

• Uses the right AI for each step, so it stays fast and affordable

Q file — Files

Organized by project and client. Identical files stored once. Two-way sync with your workspace Google Drive.

• Folders organized by project · customer with auto categorization

• Uploading the same file again doesn't use more storage

• Two-way Google Drive sync (workspace only) + native PlanQ storage (personal)

• 1GB / 50GB / 500GB storage and 10MB / 30MB / 50MB per file by plan

• External share token links + previews

Q bill — Billing · payments

Quote → contract → invoice → tax invoice, in order. Templates per project type (fixed, subscription, consulting, custom) + installments + foreign currency.

• Deal stages move forward automatically as documents and invoices progress

• Installment billing — track payment and tax invoices per installment

• Five currencies (KRW, USD, EUR, JPY, CNY) + domestic and international transfer details shown together

• Bank transfer confirmation + card payment support

• Tax invoice tracking (issued externally, recorded here) + payment link for your client

WORKSPACE

Unified workspace

Projects, calendar, docs, and email in one workspace — naturally connected with the Q series.

Q project — Project workbench

Conversations, tasks, notes, issues, and files unified per project. Auto progress + transaction sequence.

• Per-project unified workbench (chat · tasks · notes · issues · files)

• Project members + clients managed together

• Transaction sequence — 4 templates auto-progressing through quote/contract/invoice/tax

• Kanban process + auto progress calculation

Q calendar — Schedule

Workspace and personal calendars separated. Task deadlines auto-displayed + Google Meet rooms.

• Events + attendees (workspace members / external guests)

• Q task deadlines auto-displayed (assignee + created_by)

• Google Meet rooms auto-generated + link sharing

• Workspace / Mine — two views with conflict detection

Q docs — Documents · signatures

Write and manage contracts, quotes, statements of work and proposals. External signatures with verification code, deadline and history.

• Documents (post / document) + templates + revisions

• Collect external signatures (verification code + deadline + signing history)

• Public document pages (token-based) — accessible without login

• Received signature inbox + Brief AI document organization tool

Q mail — Email integration

Workspace email in one place. Connected to the email channel of the notification matrix.

• Member-only menu — unified customer email handling

• Auto-linked to email channel of the notification matrix

• Per-workspace mail-from-name / mail-reply-to settings

• Sending history and failures recorded automatically

Q sales — Sales & Consulting

Sales is not a separate system; it is an axis of the client. Consultation records accumulate on the client and flow straight into projects, tasks and billing.

• Track inquiry-stage prospects separately from active clients — no account required

• Send any mail, chat message or Q note meeting into the record in one click

• Six sales stages (inquiry, consulting, proposal, negotiation, won, lost) with automatic stage history

• See chat, mail, tasks, invoices, notes and events on one client timeline

AI · ANALYTICS

AI works, data speaks

Cue (AI teammate) · Insights (profitability dashboard) · Notification Matrix make PlanQ smarter.

AI TEAMMATE

Cue — Autonomous AI teammate

Not just automation — a teammate you can hand off to. Same capability across all plans, with monthly action limits as the only difference.

• Task extraction (messages → Q task) + answer generation (Q note)

• Learns meeting summaries, your terminology and transcription corrections over time

• Action limits per plan (Free 0 / Basic 100 / Pro 500)

• Global help drawer (⌘?) + cue:ask event receiver

ANALYTICS

Insights — Profitability dashboard

7 tabs — revenue · cost · profit · time · customers · forecast. AI insight box (observe → diagnose → prescribe).

• Revenue / Cost / Profit / Time / Customers / Projects / Forecast — 7 tabs

• Tasks & Time tab — Estimated vs AI vs Actual three-way comparison ★

• AI insight box — three layers (Observe → Diagnose → Prescribe)

• Per-project progress + workspace-wide capacity chart

NOTIFICATIONS

4-channel notification matrix

7 events × 3 channels = 21 toggles. Inbox · in-app · device · email — 4 channels with inbox unified.

• Inbox (permanent) · in-app toaster · device push · email — 4 channels

• Turn each notification type and channel (app, email, push) on or off

• In-app toaster — top right, no focus steal, context-aware

• PWA Web Push (per user + browser) + dismissible inbox banner when push is off

FOUNDATION

Trustworthy foundation

Korean data centre and tenant isolation, org permissions, data export, mobile install — built to production standards from day one.

Security · multi-tenant

Secure sign-in (short-lived tokens) · complete data separation between workspaces · change history · abuse and attack protection.

Multilingual (KO · EN)

Per-user language settings · all UI strings i18n-separated · per-member language overrides in workspaces.

Google Drive sync

Workspace shared files → Drive · personal files → PlanQ native. Option B+1 policy (one-way).

Payments · tax invoice tracking

Bank transfer confirmation + card payments + tax invoice tracking (issued externally, recorded here). Overdue reminders, recurring invoices and reports handled automatically.

Org & permissions

Your workspace sets its own departments, teams and per-menu access.

Your data, yours

Export or delete your own data and the workspace data at any time.

Mobile

Install it to the home screen and get push notifications like a native app.

MORE

It's all in here, too

Unified inbox, e-signature, work reports — plus attendance, leave and guest links for clients. Already inside.

Unified inbox (Needs attention)

Emails, tasks and requests that need a reply, gathered in one place so nothing slips.

Auto-sorts reply-needed / review-suggested mail

Task confirmations & requests on one screen

Cleared items disappear instantly

Client management

One invite and clients join instantly via a web link. Chats, tasks and billing organized per client.

Email invite → instant Client creation

Per-client chats, tasks, files, billing

External partners (vendors, freelancers) tracked separately

E-signature

Get contracts and proposals signed inside PlanQ — with OTP verification, expiry and audit logs.

Send signature requests on docs & posts

OTP verification + expiry

Signature history kept in audit logs

Q info · Guide

Build up FAQs and product how-tos as knowledge, reused across AI replies and help.

Search your workspace knowledge (FAQ) by meaning, not just keywords

Korean-language help search

Grounds Cue & mail AI replies

Personal vault

Your private docs, files, knowledge and notes in one place — fully private until you share.

Overview, Docs, Files, Knowledge, Notes tabs

Lock badge marks visibility

Publish to team/clients with [Share]

Work reports

From personal weekly reviews to workspace-wide weekly reports, performance is summarized automatically.

Weekly progress (burn-up) performance graph

Personal & workspace weekly/monthly reports

Snapshotted at finalization

Focus mode

Focus on one task and auto-log the time spent, so work hours accumulate on their own.

Start a focus session → real time auto-accrues

Idle sessions auto-capped

Real time-spent evidence per task

Meeting notes (Q note)

A personal tool that transcribes meetings live, detects questions and even drafts answers.

Live voice → transcript · speaker labels

Auto question detection + answer drafts

A fully private space only you can access

Attendance & leave

Clock-in through leave approval — inside the workspace, no extra tool.

• Clock in, break, clock out — hours tallied automatically

• Wrong record? Request a correction — the approval is logged

• Grant, check balance, request, approve or decline leave

Guest links

Clients walk in through one link — no sign-up, no login.

• Open a conversation or a project by link — no account needed

• Each link carries its own scope (conversation / project)

• Expiry, one-time passcode, revoke whenever you want

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