Projects and client work
Manage projects, client jobs, deadlines, pricing context, linked expert work, and client records.
Projetex Help
Manage agency work, users, accounting and files, set up Projetex, use AI analytics, and connect automation tools.
What is Projetex?
Section titled “What is Projetex?”Projetex is AIT translation management software for translation agencies. It combines a central agency database with Windows workstations and connected services used by the team.
AIT Help provides current documentation for managing projects, clients, experts and accounting, installing and upgrading Projetex, protecting agency data, using AI analytics, and connecting automation tools.
Where should I start with Projetex?
Section titled “Where should I start with Projetex?”If you are installing Projetex or moving from an earlier release, start with Projetex Setup. For an existing 5D installation, read the Upgrade notes before moving production data.
Use Projects, Clients, Freelancers and Corporate Experts for the core agency workflow. Use Accounting Help for client billing, freelancer POs/payments and account balances. Use File Storage for local, cloud and FTP file-storage workflows. Use Administration Help for users, roles/access rights and connected sessions. Use Troubleshooting when something does not start, connect, update, restore, or behave as expected. Use AI Dashboard Help for current business analytics and read-only AI questions. Use Projetex Automation Hub Help when you want to connect Projetex to MCP clients, APIs, webhooks, and automation workflows.
Projetex documentation
Section titled “Projetex documentation”Experts
Maintain external freelancers and in-house corporate experts, including profiles, language pairs, ratings and job context.
Accounting
Work with client invoices and payments, freelancer POs and payments, and account balances.
Files and storage
Configure local Business-folder, cloud-storage and FTP file workflows.
Administration
Manage users, roles and access rights, administrator details, and connected sessions.
Setup and migration
Install Projetex Server and Workstation, check requirements, upgrade from an earlier release, and back up or restore agency data.
Troubleshooting
Diagnose startup, connection, restore and storage problems, and collect current logs for support.
AI Dashboard
Review agency performance and ask read-only questions about your Projetex business data.
Projetex Automation Hub
Connect Projetex with AI assistants, MCP clients, webhooks, and API-driven workflows.