How it works

From brief to profit, in one platform

Six stages, one continuous flow — every step hands off to the next, no bolt-ons in between. Click through, or let it play.

▶ ~30-second overview
01 · Brief

Prospects send you the brief

Share one public link. Prospects submit a structured project brief — no account, no back-and-forth — and it lands in your inbound inbox.

  • A shareable capture link for your site, bio, or proposals
  • AI suggestions help them articulate scope as they type
  • Every submission lands in one pipeline you triage
ProspectAI assist
Public brief capture
Project goals
Replace our ageing intranet with a modern…
✦ Suggest with AI
“Consider noting target launch date, key integrations, and the teams who’ll use it day-to-day.”
02 · Estimate

Price it, then propose it

Build a structured estimate from roles, rates, and costs — fixed-price or time-and-material — then turn it into an AI-drafted proposal your client accepts online.

  • Margin is calculated as you build — never guessed
  • AI writes the narrative; the numbers come only from your estimate
  • Client accepts at a secure link — acceptance is logged
AgencyAI draftClient accepts
Estimate → proposal
Lead developer · 60h$6,000
Designer · 30h$2,400
PM · 20h$1,600
Margin31%
Proposal sent · accepted online
03 · Staff

Convert and assemble the team

One click turns the accepted proposal into a live project and invites the client. Assign your team with roles and rates, or run the talent pipeline to bring in contractors.

  • Convert & invite — project, phases, and portal access in one step
  • Per-member roles, rates, and availability
  • Apply → shortlist → onboard pipeline for contractors
Agency
Project team
MK
Maya Kapoor
Lead developer
74%
JT
Jon Tran
Designer
58%
SA
Sara Ali
Project manager
62%
04 · Deliver

Run the work through real phase gates

Deliver in Agile, Waterfall, or Hybrid phases. Your team submits deliverables; the client approves each one before the phase can advance. No silent scope drift.

  • Configurable methodology with enforced phase gates
  • Per-deliverable client approve / reject with reasons
  • The client portal carries the agency's own branding
AgencyClient approves
Delivery · phases
Phase 1 of 6 · Discovery active
Wireframes.pdf · submittedApprove
Content model · submittedApprove
05 · Track

Track time, governance, and what's owed

Log billable time with two-level approval, manage the PMO governance layer, and invoice clients on payment schedules — all against the same project.

  • Billable time, approvals, and contractor payouts
  • Risk register, issues, change requests, decision log
  • Invoices on schedules, with AR aging — mark-as-paid
AgencyClient billed
Track · time & AR
Logged
24.5h
Invoiced
$8.0k
Outstanding
$4.8k
Risk register · 2 open
06 · Profit

Know what it actually made you

Every project rolls up into margin, planned-vs-actual, and team utilisation — so you close the loop knowing what the work earned, not just that it shipped.

  • Per-project margin and variance, no spreadsheet export
  • Team utilisation across the whole studio
  • Lead pipeline funnel from brief to converted
Agency
Reports · margin & pipeline
31%margin
Lead pipeline
Briefs24
Proposals16
Accepted11
Converted9
38% conversion
1 / 6
Auto-playing — click any stage to take over

That's the whole loop — brief to profit, in one place