Solutions

Built for teams that run on client work.

Proposals, contracts, decks, and client portals for the people who deliver for clients. One workspace, set up for the way you work.

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A strategist presenting a campaign board to her team

For agencies

Agencies running many clients

A brand kit and a portal per client, AI drafts in their brand, and retainers signed inside the document.

Proposals

Reports

RetainersSee how it works

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For consultants

Consultants and small firms

Proposals from your call notes, findings decks that export to PowerPoint, and engagements signed in one place.

Proposals

Findings decks

Intake formsSee how it works

A designer drawing on a pen display in a bright studio

For studios

Creative studios

Each client's brand kit applied to proposals, decks, and social graphics, with website feedback pinned to the page.

Designs

Decks

Site reviewsSee how it works

A freelancer at a laptop by the window of a quiet cafe

For freelancers

Freelancers

Proposal, contract, and invoice for every job, under your name, with a client portal that makes you look bigger.

Proposals

Contracts

InvoicesSee how it works

A prospect smiling across the table during a sales conversation

For sales

Sales teams

Proposals from call notes, one tracked link for every stakeholder, and order forms signed without a separate e-sign tool.

Proposals

Pitch decks

Order formsSee how it works

A small founding team gathered around one table reviewing work

For startups

Startups

Investor updates drafted from your metrics, pitch decks, and customer contracts, without an ops team.

Investor updates

Pitch decks

ContractsSee how it works

One workspace underneath. Set up your way.

Every team on this page gets the same three pieces. What changes is the documents you send and who you send them to.

Create with AI

Proposals, decks, contracts, and invoices drafted in your brand, from your notes, files, and links.

Your workspace

Every document, project, and file, filed by client, with a brand kit on each one.

Client portal

Clients review, approve, and sign in one place under your brand.

Run your agency from one calm workspace.

Replace your pile of tools with one workspace your clients will actually love.

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