Getting started
1. Create your organisation
Sign up and create your organisation. Plutus seeds a small example scenario so you can see how the dashboard, milestones, and follow-ups work together before you add real clients.
2. Invite your team
From Settings, invite teammates and assign a role — owner, admin, finance, sales, or delivery — so the right people see the right view. Finance sees the full outstanding picture; delivery focuses on milestones; sales tracks the pipeline.
3. Add a client and an engagement
Create a client record, then start an engagement for them. Plutus automatically seeds the default milestone ladder:
- Proposal sent
- Contract signed
- Deposit paid
- Kickoff
- Delivery
- Payment received
Tick milestones off as they happen — completing one advances the engagement's stage automatically.
4. Watch the dashboard
The dashboard aggregates everything: what's outstanding across all clients, what's overdue, and where each engagement sits in the pipeline. A nightly scan checks for overdue milestones and invoices and raises in-app alerts, so nothing needs a human to notice it first.
Coming back later?
Sign in any time to pick up exactly where you left off.