What Mappli does for you and your clients.
Kickoffs
✓Structured onboarding process before the project starts
✓Briefing form: clients answer your questions directly in the portal
✓Asset checklist: logo, copy, photos — everything you need
✓Comments directly in the kickoff for quick questions
✓Sign-off: client formally confirms everything is ready
✓Reusable templates per project type
✓A project is created from the completed kickoff
Client Portal
✓Custom subdomain (yourname.mappli.ch)
✓Clients see kickoffs, projects, files, invoices, and tasks
✓Access is created automatically — no setup for your client
✓First login with mandatory password change
✓Password reset for clients (self-service)
✓Activate, deactivate, or delete portal access
Invoices
✓Invoices with line items, VAT, and multiple currencies
✓Multilingual invoices (DE, FR, EN, IT)
✓Currency and tax rates adjust automatically to the client's country
✓Country-specific payment references (Swiss QR-Bill, KID, SEPA)
✓PDF generation and delivery via email
✓Status tracking: Draft, Sent, Paid
✓Automatic invoice numbering
E-Signature
✓Place signature fields on PDF via drag & drop
✓Freelancer and client sign — together or separately
✓Draw or type
✓Legally valid under PAdES-B standard (eIDAS-compliant)
✓Sealed PDF with audit trail
✓Public verify page: anyone can check signatures
✓Signature saved for reuse
Chat & Notes
✓Real-time chat per project and per client
✓All communication in one place — no context lost
✓Internal notes per client (visible only to you)
✓Share files directly in chat
✓Client chats via the portal — no emails back and forth
Tasks & Kanban
✓Board with 4 columns: To Do, In Progress, Review, Done
✓Drag & drop (columns and order)
✓Priority, deadline, labels
✓Personal tasks or project tasks
✓Visibility for clients (configurable per task)
✓Dependencies (blocked by another task)
✓Team assignment per task
✓Archive and restore
✓Automatic email to client on changes
Files
✓Upload and categorize files per project
✓PDF viewer and image viewer in browser
✓Global file overview with search and filter
✓Client is notified via email
✓Client can upload and download files in the portal
Projects & Clients
✓Projects with status, deadline, and description
✓Client management with contact details and bank info
✓Activity log of all actions
✓Client is notified by email on status changes
Time Tracking
✓Time entries per project with start, end, and description
✓Optional assignment to a task
✓Hourly rate per project or as company default
✓Billable or non-billable per entry
✓Summary: total hours, billable hours, amount
✓Hourly rate is snapshotted at time of entry
Team
✓Invite team members by email
✓Assign tasks within your team
✓Each member only sees their own projects and clients
Compliance & Security
✓GDPR + Swiss DPA compliant
✓eIDAS-compliant e-signature
✓Country-specific invoicing standards
✓Servers in the EU
✓Encrypted client data
✓4 languages: German, English, French, Italian
Email Notifications
✓Invoice sent (with PDF attachment)
✓Signature request to client
✓Signature completed (with sealed PDF)
✓File shared
✓Project status change
✓Task update
✓Portal invitation and welcome
✓Password reset