Modules & toolkits
The right pieces.
Under your name.
Take one capability or connect several into a toolkit. Proofing, quoting, routing, mail and more—licensed under your brand, hosted by Lattice.
All modules
Each one licenses on its own, under your brand. Open any card for what it does and where it runs.
Start with the set your trade actually uses.
Modules are available by inquiry. We confirm the integration, setup and support for your workflow before offering a license.
Offers catalog & lead capture
A branded catalog of what you sell, with private links per prospect and every inquiry captured.
Deployed once per client from a config file. Running today for a sponsorship program.
- Config-driven branded catalog
- Per-prospect private links
- Inquiry to lead with forwarders
- Light admin CRM on top
Screenshots are from our own running systems with a fictional company's name and colors in place of the customer's. Licensed modules carry your brand.
Toolkits & modules
A starting point for the system you need.
You don’t start from a blank page. You start from tools we already run, grouped by the job they do, and we fit them to your business.
01
Module
One tool that does one job, like a no-login link a customer can approve from.
02
Toolkit
A set of modules for one area of work, like customer follow-up or approvals.
- Your brand
03
Your system
The toolkits you need, fitted to your process and running under your brand.
Start with your industry
Five toolkits. Pick the ones that fit.
5 toolkits shown
- Live screen · sample tenantlicensing
Toolkit 014 modulesDashboards & Reporting
See the work.
Projects, numbers and priorities in one view your team checks every day, instead of a stack of exports.
What’s inside
For Finance & operations
- Live screen · sample tenantoutreach
Toolkit 024 modulesCRM & Customer Workflows
Keep relationships moving.
Accounts, contacts and follow-up organized, so the next step with each customer is never in someone's head.
What’s inside
For Agencies & sales
- How it flowstoken-links
- 01Mintunguessable link
- 02Unlockshort access code
- 03Actapprove · pay · upload
- 04Expireon your terms
Toolkit 034 modulesPortals & Approvals
Give customers a clear path.
Customers send work, check status and approve without a chain of emails or another password.
What’s inside
For Professional services
- How it flowsap-ingest
- 01Emailvendor invoice · BOL
- 02ExtractAI reads the lines
- 03MatchPO · duplicates · history
- 04Rememberwhat you paid last time
Toolkit 044 modulesWorkflow Automation
Take the repeat work off the desk.
The handoffs between people and systems connected, with a person approving the steps that matter.
What’s inside
For Agencies & sales · Finance & operations · Professional services · Clubs & hospitality
- How it flowsmenu-pdf
- 01Photo / Wordany menu source
- 02Extractsections · items · prices
- 03Templatepick a layout
- 04Press PDFbleeds · margins
Toolkit 053 modulesIndustry Toolkits
Start closer to done.
Sets shaped around the work of agencies, professional services, hospitality and other businesses.
What’s inside
For Clubs & hospitality
Not sure where to start?
Tell us the job you repeat most.
We’ll say which toolkit fits, what we’d change for your team, and what stays the same.
Screens use sample tenants. Configuration and integrations depend on your business.
The pattern underneath
Messy in. Checked out.
A person on the last gate.
Whatever arrives, it goes through the same four checks before it touches a customer, a ledger or a truck. Anything that doesn’t add up goes to a person, not out the door.
Have something in mind?
Tell us where work gets held up.
We’ll find a practical place to start.