Everything you need to run a deal in Closolv.

Closolv is built around deal rooms — a shared workspace for one transaction at a time, where you and your client track tasks through to close.

1. Create an account at /signup. Just email + password — no card required.
2. Pick a profession on first dashboard load. Closolv pre-loads the matching template (Real Estate, Mortgage, Legal, Construction, or Other).
3. Create your first room from the dashboard. Name the deal, confirm the template, and the room is live with its tasks pre-populated.

Each room has a title, a template-driven task list split between you and your client, and a magic link your client uses to access it without an account.

• Templates seed your starter tasks. Edit any task title, description, due date, priority, or assignment — and add or delete tasks as the deal evolves. Templates are a head start, not a constraint.
• Tasks belong to either you or your client. Both sides can mark any task complete, with a small "marked by you" tag when the pro checks off a client task on their behalf.
• Magic links expire automatically (90 days by default). You can regenerate the link from the room header at any time, which invalidates the previous one.

When you invite a client, Closolv sends them an email with their private link. Tapping it opens their personal view of the room — no signup, no password, no app to install.

• They see their own task list, their professional's task list (read-only), and a shared progress bar.
• They can check tasks complete, leave comments in the Messages tab, and reply to your task emails directly from their inbox — every reply lands as a message in that task's thread.
• On a new device, they enter a six-digit code we email them. After that, the device is remembered until you or they revoke it.

Every task has its own message thread. There are three ways to write:

• In-app composer — open the Messages tab in a room, tap any task, and type. Both sides see the message in real time via Supabase Realtime — no refresh needed.
• Email reply — every outbound task notification has a unique reply-to address (task-<id>@mail.closolv.io). Hit reply in your email client; the reply parses into the same thread.
• SMS (Growth plan) — the Contact menu on each task offers a Text option that sends an SMS via Twilio to the phone number on file. SMS also threads back into the task message log.

Closolv treats every magic link as sensitive — your client's deal data is behind it. Three layers of defense:

• Magic link expiry — 90 days by default; you can regenerate the link at any time, which invalidates the old one.
• Device binding — first access from a new device requires a six-digit code emailed to your client. Subsequent visits on that device skip the prompt.
• Two-sided access history — both you and your client see the list of devices that have accessed the room, with a one-click revoke (pro side) or flag-this-device (client side) on any entry.