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Client approvals, invoice tags & fulfillment

Client approvals on project assets, invoice smart tags with live payment figures, and fulfillment groups so you hold gear before you overbook.

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Staff Teams & document brand

Named teams for projects and automations, plus document branding, and sent-file control when you Resend. Set brand on the Branding page, override one file when you need it, and keep clients on the last sent copy until you Resend.

Approvals & brochure proposals

Gate sensitive automation steps with human approval from Home or the project Automations tab. Clients pick packages and add-ons in the portal with live totals, and sent documents stay true to the locked share they received.

Brand setup & clearer timing

Paste your studio website to draft logo, colors, socials, and address for review. Schedule project and contact emails for later, and see how quickly the team first emails a lead or shares a document.

Multi-page docs & studio reports

Clients step through proposals, brochures, contracts, and invoices page by page. Open studio reports for pipeline, bookings, cash, offerings, and team widgets you can hide, reorder, and export.