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The operating system for client work

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.

Get early accessSee what's inside
One flat price · Client seats always free · English & Portuguese
Product demo — a worked example, with made-up client data
app.usetave.com/overviewLive demo — click anything
tave
Monday, September 7 · Northbeam StudioGood morning, Dana.
The Brief also lands in your inbox on Mondays
Money at risk$5,4104 open items · oldest 6 days
Unbilled change orders$3,6002 change-order drafts waiting
Capacity, next 4 weeks82%booked of available
Deadlines this week41 at risk
The brief4 items · ranked by money at risk
01Revision breachDesign system build — revision 3 of 2 includedTidalWave Coffee · Website relaunch · evidence: 4 events$1,200
02Scope drift"One quick landing page" — added post-kickoff, out of scopeHarbor & Co · Content retainer · added Sep 2, no CO on file$2,400
03Retainer under-usedFieldnote SEO retainer at 41% — second period runningRenewal in 45 days · churn risk$1,800/mo
04Waiting on client · 6dBrand deck approval stalled — timeline shiftedTidalWave Coffee · delay attributed in the record—
Deadlines this weekAll clients
DeliverableClientDueStatus
Homepage buildTidalWave CoffeeFri, Sep 11At risk — JT at 120%
Logo concepts, round 1Alpine OutfittersWed, Sep 9In progress
September content batchHarbor & CoThu, Sep 10In progress
Technical SEO fixes ×6FieldnoteFri, Sep 11Ahead — 5 of 6 done
Capacity, next 4 weeksSchedule
Sep 7–1396% · 154h of 160h
Sep 14–2088% · 141h of 160h
Sep 21–2774% · 118h of 160h
Sep 28–Oct 461% · 98h of 160h
01 — One system of record

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.

01Pipeline & CRMDeals by stage with stall alerts. A lead becomes a client by changing state — no handoff gap.Replaces a sales CRM
02Proposals & e-signatureBuilt from your templates, signed in-product under your brand. Sealed PDF, full audit trail.Replaces per-envelope fees
03Projects & deliverablesEvery deliverable carries its price, deadline, revision count and status. Tasks, files, forms live with it.Replaces a PM tool
04Scheduling & capacityBooking pages that know your delivery load — an overbooking proposal warns you before you send it.Replaces a scheduler
05Client portal, white-labelOn your domain, in your colors. Clients review, approve and sign — no account, one link.Replaces portal add-ons
06Messaging with email-inClients just reply to email; it lands in the thread, attachments intact. One complete history.Replaces email chaos
07Invoicing & retainersInvoices assemble from delivered work and approved change orders. Retainers tracked per period.Replaces an invoicing app
08Intake forms & templatesA drag-and-drop builder whose answers set the project's scope baseline — the line watchers defend.Replaces form tools
02 — The watchers

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.

Deadline at riskWaiting on clientUnanswered messageBudget burnScope & revisionsRetainer usageUnbilled sweepRenewal approach
Watch log · this morning8 of 8 events
12:04Budget burnAtlas at 70% budget with 48% of work approvedreview
11:38Unanswered messageClient question idle 26h — your threshold is 24hreply
11:15Renewal approachTidalwave renews in 45 days — no call bookedbook
10:47Unbilled sweep2 delivered items not on any invoice$1,890
10:02Retainer usageFieldnote at 38% used with 6 days left in periodflag
09:31Waiting on clientBrand deck approval stalled 6 days — timeline shiftedremind
03 — No handoffs, no retyping

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 →
  1. 01

    The account flips to active — same record, new state

  2. 02

    The project is created, deliverable for deliverable, from the signed scope

  3. 03

    Onboarding tasks appear from your template

  4. 04

    The intake form goes out — answers become the scope baseline

  5. 05

    The client portal goes live on your domain, invite sent

  6. 06

    Retainer and billing schedule set themselves from the proposal

  7. 07

    The kickoff booking link is on its way to the client

Zero clicks between "signed" and "working." That's the point.
04 — The client surface

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.
Their portal, your color — try it
clients.northbeam.studio/tidalwave
NORTHBEAMActing as [email protected]
Homepage design — round 2Revisions2 of 2 included

Your review is the last step before build. A third revision round would be quoted separately.

Round 2 is up — we tightened the hero per your note. Reply to this email or approve above.
05 — What slipping costs

The leak is real, and it's monthly.

Lose money every month57%of client-services businesses lose $1,000–5,000 monthly to work delivered but never billed. Another 30% lose more.Ignition survey, 2025 · n = 273
Bill all their extra work1%Not because they're careless — because no tool was watching. Run your own numbers.Ignition survey, 2025
The Tave answer0 slipsis the design goal: every deadline, approval and dollar in one record, watched by rules that never get tired or polite.

One flat price. Never per seat.

Just you, or twenty-five people with contractors coming and going — the price doesn't move with your roster, and your clients are always free.

See pricing
Early access — five partner slots

Put your client work on rails.

We're onboarding five early partners at 50% off for twelve months, in exchange for weekly feedback on live projects. When the slots are gone, the waitlist opens.

Get early accessRead the manifesto
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