For web & design studios
Lock the project with a signed scope and deposit.
A funnel filters inquiries down to real projects with budget. When the client agrees, the scope agreement and the deposit go out together, and the project workspace is set up before the first meeting.
14 days, full access, no card. Free plan after.
The gap between yes and onboarded
- Scope and deposit sit in a proposal for days, and the start date slips while you wait on a signature.
- Deposits get collected by invoice after the fact, so design work starts before any money has landed.
- Every new project needs a folder, a client channel, and a kickoff brief assembled by hand.
- Inquiry forms bring in prospects with a startup idea and a few hundred dollars to spend.
Qualified before they book
A quiz funnel asks about project type, budget range, and timeline before a call is booked, so consultations are with prospects whose budget matches your build. Every answer is attached to the lead for the closer to review.
From yes to onboarded
When the client says yes, the fixed-scope agreement and the deposit go out on one link. Once both clear, the shared project folder, the client channel, and the kickoff brief are provisioned automatically, so design can start instead of waiting on setup.
Built for a fixed-scope project with a deposit up front, and it adapts to how you package your work.
One tool for your whole stack
The point tools web & design studios stitch together today, replaced by one login.
The point tools you stitch together today, and the glue between them, become one workflow. Sign, pay, and provisioning run on a single track.
Works with the stack you already run
See it run
Watch a close go
from yes to onboarded.
The demo runs the whole flow on a sample client: fill the form, sign, pay, and watch the workspace, channel, files, and kickoff email provision themselves. No account needed.
Provisioning kicks off
Illustrative product data, not customer results