Jieli

One project · several companies · one workflow

Keep every handoff moving.

Jieli connects your team and your partners through a shared workflow — while keeping responsibilities, conversations and internal information clearly separated. Everyone works on the same project. Each company keeps its own workspace.

Built for work that moves between customers, suppliers, subcontractors and your own team — and only finishes when every company has done its part.

Your workspace Partner workspace IntakeReqsCostingQuotePrepReviewRevisionsSign-off

Steps, not a task list

Every handoff has a clear next owner

A task list tells you what is outstanding. It rarely tells you the thing you actually need: where the project stands right now, and whose turn it is.

In Jieli, every project follows an ordered sequence of steps. One step finishes. The next owner picks it up. The list shows the current step, its owner, and how long it has been sitting there — so a project that stopped moving shows itself instead of waiting for someone to notice.

Needs attention All projects By partner
NameLabelsCurrent StepStep ownerTime on step
Halden 04ReworkCostingTSTheo19
Marlow BRepeatRevisionsRKPartner12
Ashgrove 11NewQuote8
Kestrel 02RepeatFirst ReviewDMDana3
Braid 7NewPreparationDMDana2
Sorted by Time on step. Ashgrove 11 has no step owner — that is why it has not moved.

Fig. 1 — a saved view

Built to cross companies

Connect workspaces. Don't merge teams.

Most tools ask your partner to become a guest in your workspace. You end up maintaining accounts for another company's staff, and their turnover becomes your admin.

Jieli connects two workspaces that stay independent. Your partner manages their own members and decides who takes part. A project can connect several partners at once, each seeing only the parts shared with them — and when the work ends, the boundary between the companies remains intact.

Fig. 2 — two workspaces, one project

Permissions follow the work

Each step lets in only the right people

For every step, you decide who can view it, join the conversation, or edit it — for your own member roles and for each partner role separately.

So one project can include a step visible to just one person, a step open to your whole team, a step shared with one partner, and a step where two partners work together — without any of them seeing the rest.

Fig. 3 — who takes part, step by step

1 project

IntakeRequire­mentsCostingQuotePrepa­rationReviewRevi­sionsSign-off
Account managerMember role
EstimatorMember role
Project leadMember role
CustomerPartner role
SubcontractorPartner role
Member role Partner role Not in this step

Shared and internal, side by side

Share progress, not everything

Working on the same project does not mean everything is open to everyone. Keep a whole step internal, or leave a single message visible only to your own workspace — both sit inside the same project, next to the work they refer to.

Your team no longer has to split one project across an internal chat for colleagues and an email thread for the partner.

First Review Revisions Sign-off
Revision 2 — approved
3 files · pinned by Dana
Pinned
RK Rowan · Partner The second one works for us. Can we keep the finish from the first?
DM Dana · Project lead Yes — that adds two days. Confirming with the workshop now.
TS Theo · Estimator Costed it at +4%. Full numbers are on the Costing step.Internal message — your workspace only
One project. A shared step, with one message visible only to your workspace.

Fig. 4 — a step conversation

Pins

What was agreed, not just what was said

The useful part of a long thread is usually one message: the final price, the date, the approved version, the tracking number. Left in the thread, that decision has to be found again every time somebody needs it.

Pin it in Jieli and it becomes a field on the project. Give the pin a label and a type: a number, date, file or fixed option. It becomes a column you can sort and filter across every project you run.

Amount due 4,820 Paid on 14 Mar Invoice PDF Approved version Rev 2 Tracking 7742 9910 Ship date 2 Apr
PaymentDelivery
NameAmount duePaid onInvoice
Halden 044,82014 MarPDF
Marlow B12,400PDF
Kestrel 022,15028 Feb
The same pins become sortable columns across projects.

Fig. 5 — pinned messages become project fields

Templates

Name a role now, name the person later

A template can carry two kinds of participant. Some are people: the colleague who is on every project of this kind, added automatically each time. The rest are roles — a placeholder for whoever will do that job on this particular project.

Assign someone to a role when you create the project, and they automatically receive the step permissions defined for that role. Nobody sets access by hand, and nobody is quietly given more of the project than the job calls for.

In the template

Set once

  • The ordered list of steps
  • People added to every project automatically
  • Roles left open, to fill per project
  • View, chat and edit per role, per step
  • Labels applied on creation
At creation

Fill in the blanks

  • Choose who takes each open role
  • Permissions apply from the template
  • Connect the partners for this project
  • Ready before the first message
Where things live

The project ends. The record doesn't.

Every message, file and decision already belongs to a workspace, a project and a step — so a year later you only need to remember the project, not the group chat where something happened to be mentioned. Labels group projects the way you already name them, and parent and child links carry a piece of work's own history.

When people change

The job stays, the person moves on

Because access follows the role, a handover is a reassignment rather than an archaeology project. Give the replacement the role and every step, conversation and file that job is entitled to is already in front of them.

Where it fits

Not another tool for your team. A tool for the gap between teams.

Plenty of software manages work inside a company. Far less is built for the work that happens between companies.

General-purpose team toolsJieli
Default structureOne team, with outside people invited in as guestsIndependent companies with connected workspaces
Access modelOrganized around spaces, boards or projectsSet step by step, by member role and partner role
Where a decision ends upIn the thread where it was madeIn a field you can view, sort and filter across projects

We are not trying to replace the tool your team already likes. Jieli is purpose-built for the workflow that runs between you and everyone else.

Beyond the workflow

The tools around it

What keeps the work visible, findable and secure once the workflow is running.

Saved views

Filter by label, partner, step or a pinned field, choose your columns, and save the view you check every morning. It follows you to your phone.

Workload

See how much each person is carrying before you hand them the next step.

Documents

Procedures and reference pages live beside the projects, so "how do we do this" is not buried in a chat history.

Notifications

Push when a step moves, and a daily email for what you missed. Set per workspace, so a quiet partner stays quiet.

Web, iOS and Android

The same projects at a desk and away from one. Photograph something and it is on the step before you have walked back.

Sign-in and two-factor authentication

Email and password, Google or Apple. Turn on two-factor for yourself, or require it across a workspace.

Your workflow, running

Start with one real project.

Create a workspace, put in a process you already know, and connect the first partner. If you would rather we set the steps and roles up with you, write to support@jieli.io — that is how most people start.

RequirementsCustomer workspaceApproved
CostingYour workspaceIn progress
Sign-offPartner workspaceNext handoff