Run everything.
Miss nothing
Pipeline, proposals, e-signature, projects, portal and invoices — one record from first call to final payment, watched by rules that catch every slipped deadline and unbilled dollar.
One flat price · Client seats always free · English & Portuguese| Deliverable | Client | Due | Status |
|---|---|---|---|
| Homepage build | TidalWave Coffee | Fri, Sep 11 | At risk — JT at 120% |
| Logo concepts, round 1 | Alpine Outfitters | Wed, Sep 9 | In progress |
| September content batch | Harbor & Co | Thu, Sep 10 | In progress |
| Technical SEO fixes ×6 | Fieldnote | Fri, Sep 11 | Ahead — 5 of 6 done |
Replace the pile of tools your client work is scattered across.
A deal, its proposal, the signature, the project and the invoice are the same record moving through states — so nothing gets retyped, and nothing falls between tools.
It watches, so you don't have to.
Deterministic rules watch every state change — deadlines, approvals, budgets, retainers, renewals, silence. Monday morning you get The Brief: at most five items, ranked by what they're worth, each one action from handled.
No notification storm. No AI guesses — "revision 3 of 2 included," never a confidence score.
Budget burn: Atlas at 70% budget with 48% of work approved review
Signed means started.
The moment a proposal is signed, the busywork that usually eats an afternoon happens in one cascade — automatically, from the scope the client just agreed to.
Why we built it this way- 01
The account flips to active — same record, new state
- 02
The project is created, deliverable for deliverable, from the signed scope
- 03
Onboarding tasks appear from your template
- 04
The intake form goes out — answers become the scope baseline
- 05
The client portal goes live on your domain, invite sent
- 06
Retainer and billing schedule set themselves from the proposal
- 07
The kickoff booking link is on its way to the client
Your clients see your brand. Never ours.
A white-labelled portal on your own domain — your logo, your colors, automatic TLS. Clients review, approve and sign without creating an account, and revision counters are visible to them too, so the money conversation is had before it's needed.
- One link, zero login friction. Replies by email land in the thread.
- Per-item share toggles — you decide what each project shows.
- Change orders arrive with evidence attached, ready to approve.
Your review is the last step before build. A third revision round would be quoted separately.
The leak is real, and it's monthly.
Put your client work on rails.
Start the trial and run a real project through it — proposal, signature, deliverables, invoice. Seven days. Cancel before they are up and you pay nothing.
tave — built with agencies and freelancers, not just for them