The work of a literary agency is specific.

Run multi-round auctions with floors, topping rights, and pre-empts. Compare competing offers side by side, term by term, then convert the winner into a deal.

Pick a title, a subright, and a language, and see exactly where it's still available to sell: by region, with every blocking grant cited.

A four-book deal can grant translation on every book but hardcover only on Book 1, across a multi-territory grant like “France, Belgium, Switzerland.”

Reversion terms, non-competes, option clauses, and accounting terms are recorded on the deal alongside the grant, so the dates that matter don't live in the contract PDF alone.

Group a client's titles into a series with book numbers, tag deals to a series even before the titles exist, and rename a series everywhere in one step.

Deals worked with an outside co-agent carry their commission split, and what's owed to whom, on the deal itself.

Merchandise lines track sales against earn-out and minimum-guarantee terms, with escalating royalty tiers per product line by units or revenue. Clients see a summary in the portal.

Contracts, remittance advice, statements, and correspondence attach to the client, title, or deal they belong to rather than a shared drive.

Log what went where and when, with the editor, imprint, and status on the record. A submission converts straight into a deal, carrying the client, title, and editor forward.

Every submission gets its own email address. Editor replies file themselves against the right submission, no forwarding required. Pitches fan out to co-agents and scouts as individually addressed emails.

Editors, imprints, publishers, scouts, and co-agents are records in their own right, so submission history follows an editor when they move house.

Advances and installments, flat fees, bonuses, option payments, permissions, and commissions a publisher pays your client directly all sit on the same deal, each with its own type and its own effect on recoupment.

What's due and when, drawn from the advance schedules already on your deals, so a late installment surfaces instead of being remembered.

Agent and agency splits compute on every payment to the penny, then report what each agent has earned or been paid over a period, with batch reconcile and mark-as-paid.

Record deposits against the payments they cover and track agency expenses, including what's recoverable from a client's earnings.

Generate NACHA files for your bank straight from processed payments. Each payment locks to one file the moment it's included, so nothing pays out twice; unlocks and regenerations are logged.

On a multi-book deal, log statements against a single title. Earn-out is tracked per book, so recoupment and what's unearned stay right when the books sell at different paces.

Every process run also builds each client's statement of earnings covering exactly the payments in that run, files it on their record, and emails it. Royalty letters generate from the ledger the same way.

Deals, payments, and payouts carry their own currency, with the deposit rate locked to the payment so a conversion doesn't drift after the fact.

Route a client's share of one deal to specific payees, such as an LLC used for a single contract, instead of their standard split. A payee in use by a deal can't be deactivated until the routing comes off.

Attach the publisher's remittance advice to the payment it explains, from the payment page or the pending queue. Uploading one to a payment flagged as missing remittance clears the flag.

Each letter is recorded on the client with its date, the payee it points to, the uploaded file, and agency-only notes. Wire and ACH instructions then carry a line noting the letter is on file.

Year-end forms build themselves from the payments you've already recorded: run trials, generate recipient PDFs, and export for e-filing.

Residency certification per client and tax year: 8802 applications filed, 6166 letters received, the countries requested, and the uploaded copy. A report covers the whole roster for a tax year, and clients can file their own from the portal.

Foreign withholding applies at the rate a client's residency and treaty position call for, and the amount withheld is recorded on the payment rather than reconstructed at year end.

SSNs and TINs are encrypted at the field level, masked in the interface, and revealed only to roles permitted to manage payees. Every reveal is logged.

An AI assistant that answers questions about your agency's own data, and only ever sees what the asking user is allowed to see.

Upload a signed contract, AI extracts relevant details and the deal form pre-fills: advance and installments, royalty terms, rights, territory, reversion and non-compete terms, accounting terms, and multi-book details, for you to review before saving. On a deal that already exists, pull missing details from the contract field by field. Nothing is overwritten without your approval. These features are still being trained and will keep changing.

The user manual is built into the app and context-sensitive; open help anywhere and you land on the documentation for that screen.

A single search spans clients, titles, contacts, companies, deals, submissions, and merchandise at once, so you don't have to know which section a record lives in to find it.

Because everything reads one model, reports answer real questions instantly rather than being assembled from exports: roster activity, deal pipeline, earnings, commission, taxes.

Payments and commission post to QBO so the books reconcile themselves, with duplicate-vendor guards and the ability to unlink and repair a transaction.

An out-of-house translation team can be given just the tip sheets and publicity kits it needs without ever touching your roster or your ledger.

Five roles from admin to read-only auditor, with scoping enforced at the server: an agent's export returns their own clients regardless of what the interface is asked for. See security.

Every change records who, when, and what changed, field by field, with old and new values. See security.

Titles, deals, royalties, payments, and tax forms for each client, plus payment details they keep current themselves. See the portal.

Recurring tasks, project boards, a shared agency calendar, and a dashboard you arrange yourself. See project management.

Bring clients and titles in yourself with a guided import that handles column mapping and duplicate checking, from spreadsheets, Airtable, and other rights systems including Atlas Rights. Larger migrations are scoped with you.