Keepside

Client work, kept close.

Keepside is a native, local-first client management app for macOS. It keeps clients, contacts, email history, work, meetings, notes, relationship health, commercial context, and next steps in one calm workspace.

It is designed for consultants, agencies, coaches, studios, service businesses, freelancers, account managers, and anyone responsible for ongoing client relationships. There is no required account, hosted backend, automation engine, analytics tracker, AI assistant, or vendor-specific workflow.

What it does

• Manages organizations and individual clients across leads, active work, holds, completed engagements, and archives.
• Keeps relationship owners, contacts, goals, health, value, renewal dates, tags, and next steps in the canonical client record.
• Tracks work by client, owner, status, priority, and due date.
• Plans meetings and records agendas, outcomes, and follow-up actions.
• Stores updates, decisions, briefs, and general notes.
• Keeps a client-linked email history. Outgoing messages open in the default macOS mail app; received messages can be logged in the same relationship.
• Saves the complete workspace locally as one readable JSON file.

Requirements

• macOS 14 or newer
• Xcode command line tools with Swift 5.10 or newer

Build

swift build
swift test
swift run Keepside

To build and install the native application bundle:

Scripts/bundle.sh release
open "/Applications/Keepside.app"

Client data is stored at:

~/Library/Application Support/Keepside/workspace.json

Data ownership

WorkspaceData is the single source of truth. Dashboard counts, client views, activity, and related records are derived from that model. All mutations go through ClientStore, which writes the workspace atomically after each change.

Keepside does not send workspace data to a server. The only external action is opening a mailto: draft in the user's chosen mail app when they select Open in Mail.

Project structure

Sources/Keepside/
  App/           app entry point and navigation state
  DesignSystem/  shared visual tokens and controls
  Models/        canonical workspace schema
  Services/      persistence and domain mutations
  Features/      screens, detail views, and editors
Tests/           persistence and relationship integrity tests

See ARCHITECTURE.md for contribution rules.

License

Keepside is available under the MIT License.