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Features

What LLCOrbit includes today.

This page describes capabilities present in the existing product. It does not invent unfinished SaaS entitlements, unlimited seats, or billing features that are not live.

Companies

Everything starts with the LLC.

Multi-LLC workspaces

Maintain separate company records and open the workspace that matches the work in front of you.

LLC information

Keep formation details, addresses, contacts, and company profile fields in one place per LLC.

Clients & work

The records that keep jobs moving.

Client applications & onboarded clients

Track applicants through review statuses and continue with onboarded clients without starting over.

Work Orders

Create and manage jobs with status, schedule context, client linkage, assignment, and job-level financial fields.

Team contact directory

Store the people involved in each company — useful for handoffs and responsible parties on work orders.

Daily organization

The small things that prevent big misses.

To-Dos

Track open work and completions inside the company workspace.

LLC Notes

Capture operational notes that belong with the company, not in a personal notepad.

Documents

Upload, preview, replace, and organize company documents in a scoped vault with version history.

Portal credentials

Keep company and client portal logins organized next to the related operational records.

What LLCOrbit is not

LLCOrbit is not full accounting software, payroll software, or a complex enterprise ERP. Its strength is a simple operational workspace for companies, clients, jobs, and the records that keep service work organized.

LLCOrbit

Ready to see the workflow?

How It Works walks through a practical day of organizing LLCs, clients, work orders, and follow-ups.