Run client work your clients can see
Design studios, dev shops, marketing agencies, consultancies — your product is a project delivered to another company. Coordinator runs the whole engagement, and lets the client watch it move without ever seeing your margins.
Free. No card. About two minutes to set up.
Every week, someone rewrites the project plan into an email because the client can't see the tracker.
Revenue lives in the invoicing tool, hours in the tracker, contractor bills in the books. Which projects make money? A shrug.
'Approved, go ahead' is somewhere in an inbox. When scope is questioned later, so is the approval.
From inquiry to signed engagement, on rails
A lead fills your intake form — budget, scope, timelines, files. That single submission creates the contact, files a structured record of their answers, and can auto-apply your 'hot lead' category based on what they said.
- Multi-page intake with conditional questions and phone-friendly file upload
- The quote goes out as a hosted page; the client accepts by typing their name — stored as a signature
- One click converts the accepted estimate to the kickoff invoice
- Duplicate handling fills blanks on contacts you already know — never overwrites
The engagement is a template you've already perfected
Discovery, concepts, build, launch — save your delivery playbook as a template and every new engagement starts fully formed: stages gated in order, tasks owned, deliverables required before anything can close.
- Stages unlock as earlier ones finish; newly unlocked tasks pick up start dates automatically
- Deliverables are real artifacts — a record, a document, a form submission — not a checkbox
- Drop files and screenshots onto the work; they become named, findable records
- Board, list and pipeline views over the same tree, with saved filters per person
They watch it move. They never see the machinery.
Share the engagement over the network and it appears in the client's own workspace — same stages, same progress, one shared thread. Your subtasks, hours, contractor costs and internal notes stay structurally invisible to them.
- Sign-off is one click on their side — recorded, timestamped, and it closes the work
- 'Waiting on client' hands the ball over: they see 'In your court' on their home page
- Show them a named PM, a team label, or just your studio — your staffing is your business
- Clients without a Coordinator account still get hosted documents and a portal
Billing that clients approved before it existed
Tie billing to their sign-off: the invoice can't be drafted until the client approves the work. When it goes out, it lands in their books as a bill — no retyping, no 'we never got it'.
- Retainers spin up each month's project and sweep unbilled hours onto the invoice automatically
- Every engagement reports revenue vs. hours vs. contractor bills vs. loaded payroll — live margin
- The waiting analysis: '40 days on this project — 22 waiting on the client' (and now you can prove it)
- Payment lands on your own Stripe, PayPal or Wise
The pieces, mapped to your business
Engagement templates, stages, client sign-off, deliverables
Estimates signed online, retainers, job costing, margin per client
Live mirrored projects, billing approvals, invoice→bill
Client threads filed on the engagement; internal threads stay internal
Intake forms, briefs, assets and approvals as structured records
Kickoff and review calls booked on shared availability
Asked by businesses like yours
No. Without an account they get hosted estimates, invoices with online payment, a portal and tokened approval links. If they do join (it's free for them too), they get the live mirrored project — which is usually what makes them join.
Structurally, no. Estimates, time entries, costs, subtasks and internal fields never sync across the boundary — it's not a permission you could misconfigure; the data simply doesn't cross.
A recurring profile generates each month's invoice, optionally spins up that month's project from your template, and sweeps the client's unbilled billable time onto the invoice — atomically, on schedule.
Run your next engagement here
Set up your delivery template once, invite the team free, and let the first client watch their project move.
Free. No card. About two minutes to set up.