Organise every client project as a structured, handover-ready case
Source files in Dropbox, correspondence in email, notes in a notebook, contacts scattered across apps. By the time an engagement closes, half the project knowledge is gone. Herarx gives every project a single structured workspace — sources, contacts, findings, and correspondence — that's complete and ready to hand off the moment the work is done.
Sound familiar?
Scattered project files mean a painful handover every time
The last day of an engagement shouldn't be spent reconstructing where everything is.
- Source files in Dropbox, findings in Docs, contacts in your phone
- Client correspondence buried across multiple email threads
- No clear record of what was done, decided, or delivered and when
- Handover means manually pulling together files from everywhere
- Closing a project leaves no organised record to look back on
- All sources, deliverables, and notes in one case record
- Client contacts and correspondence context attached to the project
- A dated timeline of work, decisions, and findings built as you go
- Handover is a portal link or export — the record is already complete
- Closed cases become a searchable archive of past work
Built for project-based work
Everything a researcher or consultant actually needs
Not a heavyweight project tool. Not a generic cloud drive. A lightweight, structured workspace that matches how project work actually runs.
One case per engagement
Each client project is a structured case with title, scope, status, importance, contacts, files, tasks, and a notes timeline. Everything organised from day one — not scrambled at close.
Source & deliverable storage
Upload source documents, data files, draft and final deliverables directly to the case. All encrypted at rest. Per-file access controls let you share selectively with clients or collaborators.
Client & stakeholder contacts
Add the client, subject contacts, and third-party sources as contacts on the project with email, phone, and private notes for each. Contacts can appear across multiple projects.
Findings & notes timeline
Log interim findings, key decisions, and meeting notes as dated entries on the case. By the time you write the final report, the raw material is already organised and chronological.
Task & milestone tracking
Create tasks per project with due dates, priorities, and assignment. The SLA dashboard shows what's overdue and what's due soon across all your active engagements at a glance.
Project location maps
Pin a physical address to any project — useful for field research, site assessments, or geographically scoped work. View all your projects on a live map filtered by status.
Secure client sharing
Share specific deliverables or the complete project record with the client via a secure, expiring portal link. They see exactly what you choose to share — nothing more, nothing less.
Tags & categorisation
Tag projects by client, topic, sector, or methodology. Search and filter across your full project archive. Analytics show patterns across your caseload over time.
Full-text search across all projects
Search across case names, notes, contacts, and tags in one query. Find a past finding, a client contact, or a project document without remembering exactly where it was filed.
Workflow
From brief to handover
A four-step structure that keeps every engagement organised from day one and ready to close cleanly.
Open the project case
Create a case as soon as the engagement is confirmed. Add the client as a contact, set the scope and importance, create initial tasks for key deliverables and deadlines.
Gather & organise as you work
Upload source material as you collect it, log findings and meeting notes as dated timeline entries. Everything accumulates in one place rather than across apps.
Collaborate & track milestones
If working with a team, invite collaborators with the access they need. Track deliverable tasks, upcoming deadlines, and in-progress items from the dashboard.
Hand off & close
Share the final deliverables — or the complete project record — via a secure portal link. Close the case. It becomes a searchable archive entry, not a folder you'll never find again.
FAQ
Questions researchers & consultants ask
What's a good tool for organising research or consulting projects?
The best tools for research and consulting work keep all source material, client contacts, notes, and deliverables attached to the project — not scattered across Dropbox, email, and notebooks. Herarx does this by treating each engagement as a case: one workspace per project, with files, contacts, tasks, a dated findings timeline, and a clean handover mechanism built in.
Can I share project deliverables securely with a client?
Yes. Generate a secure portal link for specific files or the full case. The link can expire, the client sees only what you share, and access is logged — so you know when they opened it without emailing attachments you can't control.
Can I manage multiple client projects at the same time?
Yes — each project is its own case, and the dashboard, analytics, and task view give you a portfolio-wide read. See which engagements are active, which tasks are overdue, and where your workload sits across all active projects at once.
Is my client's data kept separate from other projects?
Yes. Each project is its own case with its own access controls. If you work with a team, you can invite collaborators to specific projects without them having access to others. All files are encrypted at rest and stored on separate infrastructure from the database.
Is Herarx free for solo researchers and consultants?
Yes — there's a free tier with no credit card required, which covers everything a solo practitioner needs. Paid plans add team features for collaborative work. Encryption, 2FA, and the audit trail are included on every plan.
Your next engagement starts already organised.
Always free to get started. No credit card. Every project secure and structured from day one.