AI assistanceBeta

A second pair of eyes. You make the call.

Help with the numbers, the week and the client message. Andy, Patty and Cathy work with your workspace context to prepare a next step you can review.

Try LancerOS free See how it works

14 days of Pro · No credit card required

Illustrative scene of a freelancer preparing client correspondence.
Client follow-upDraft · Not sent

ToNorthstar Studio

A quick check on invoice INV-024

Hi, just checking on the $2,400 invoice. Could you confirm the expected payment date? Thanks.

You review the recipient and wording.
Illustrative draft · Your approval comes first

Three kinds of help

The right context.
The right kind of assistance.

A

Andy

Analyst

All your working time
$80/hrRealized effective rate
Delivery
40h
Calls & admin
20h
$4,800 collected ÷ 60 tracked hours

Understand the numbers.

Ask about invoices, transactions, tracked time and your Control Snapshot. Andy explains the calculation and the records behind it. The financial engine owns the numbers.

Try asking

“Explain the assumptions behind my Safe-to-Spend estimate.”

P

Patty

Planner

Plan the client work
MonBuildReview
TueDelivery
WedClient callBuild
Tasks, deadlines and capacity in one view.

Prepare the week.

Bring projects, tasks, deadlines, calendar events and capacity into a planning conversation. Review supported task and calendar changes.

Try asking

“Help me organize these tasks around my project deadlines.”

C

Cathy

Comms

Client follow-upDraft · Not sent

ToNorthstar Studio

A quick check on invoice INV-024

Hi, just checking on the $2,400 invoice. Could you confirm the expected payment date? Thanks.

You review the recipient and wording.

Find the right words.

Draft a follow-up, proposal or difficult client reply using the related project and invoice context. Check the wording and recipient before approving a supported send.

Try asking

“Draft a follow-up for this overdue invoice for me to review.”

Illustrative examples. Available tools depend on your plan, supported records and provider setup. A complete automatic weekly-rebalance loop is still being developed.

A clear boundary

Assistance prepares.
You approve.

The financial engine calculates the answer. AI helps explain, plan and draft. Client-facing actions still need your authorization.

Explore the action controls

Check the evidence.

Sources and assumptions stay with the financial answer. Check them before relying on a provisional estimate.

Review the exact action.

The recipient, wording, amount and proposed change are visible before you approve a supported action.

Financial decision and controlled-action workflows are in beta.

AI allowances

A clear limit for
the help you ask for.

User-initiated requests that ask AI to reason or draft count toward your allowance. Logging time, making a manual invoice or completing a task does not.

Your Pro trial30requests total

Up to 10 per day · 14 days

Free10requests / month

Up to 3 per day

Pro150requests / month

Up to 25 per day

Scheduled assistance uses separate internal budgets.

Compare Free and Pro

Start with your records.
See your money clearly.

Bring your time, invoices and cash into LancerOS.
See where you stand and review your next money move.

Try LancerOS free

14 days of Pro No credit card required