Built for how you bill
One portal, tuned to your line of work.
The billing patterns, starter price list, and examples change by line of work. The portal underneath is the same: quotes, contracts, invoicing, payments, and an assistant that already knows your numbers.
IT consultants
Scope the project, get the agreement signed, collect the deposit, and bill the monthly care plan on autopilot. Your clients get one branded portal instead of five different emails.
See the IT consultants pageDesigners and creative studios
Send a branded proposal with an accept link, collect the deposit the moment the client signs, and keep scope honest with optional add-ons the client picks at acceptance.
See the designers and creative studios pageConsultants and professional services
Proposals with e-signed engagement letters, retainers that bill monthly on their own, and time tracked against included hours so overages bill themselves too.
See the consultants and professional services pageNot on the list?
The quote library ships with starter line items for more than 20 industries, from legal to landscaping to veterinary. If you send a quote, do the work, and bill for it, the portal fits.