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Templates/Design & professional services
For designers, architects, lawyers and consultants

Proposals that win, projects that stay inside their scope.

Proposals, scope, approvals, time and the books in one system — shaped around how your practice actually sells and delivers, and yours to keep. One fee, once. No monthly platform bill, ever.

Get my build plan Open the live demo
Design & professional services — the working demo system Open the live demo
What a small practice rents today $230–$1,030/mo Project, proposals, time tracking, client portal, website, accounting
What this costs $5,000–$10,000 once One fee, and then nothing
or $625/mo for 12 months at 0%
Pays for itself in 17 months For a small practice paying $450 a month today. After that it costs you nothing at all.
What you rent today A solo practice sits at the low end; a studio of eight or ten at the high end.
Project & practice management Monday, Asana, Ivy, Studio Designer $30–$150/mo
Proposals & e-signature PandaDoc, DocuSign, HelloSign $35–$120/mo
Time tracking & billing Harvest, Toggl, Clio $25–$120/mo
Client portal & file sharing Dropbox or Box, plus a portal add-on $20–$90/mo
Website & email marketing Squarespace, Mailchimp $40–$150/mo
Accounting QuickBooks + a bookkeeper $80–$400/mo
$230–$1,030/mo — adding up the six above, every month, forever
What replaces it One system. Yours. $0/mo One fee to build it. Then nothing, for as long as you use it.
Why it is not a template

Your scope is the product. It should not live in a Word file.

Interior designers bill on selections and markup. Lawyers bill on matters and trust. Accountants bill on a season. Consultants bill on a retainer that quietly turns into twice the work. Generic project software flattens all of that into tasks and due dates, which is why the profitable part of the job — what was scoped, what was approved, what was extra — ends up in someone's inbox instead.

We build the proposal, the approval trail and the clock around the way you actually sell. Round three becomes billable because everyone can see it is round three.

Five years renting$27,000 Owning it once$7,500 You keep $19,500 At $450 a month, which is what a small practice this size usually pays today. In year six you are still paying nothing.
Straight answers

The four questions everyone asks us.

“Is it actually cheaper?”

Inside 17 months, yes — and it keeps being cheaper every year after. A practice paying $450 a month for the tools above spends $27,000 over five years. Owning the same thing costs $7,500 once.

The larger saving is usually not the software. It is the hours you currently write off because nobody logged them against a phase.

“What about the bookkeeping?”

Fees, retainers, milestones and disbursements post to the books as they are billed, against a chart of accounts built for a practice. Project profitability is live: fees against hours and hard costs, per project and per client, while the work is still in progress.

You find out a project is underwater in week three rather than at year end.

“Will it fit how we work?”

That is the whole point. We spend the first hour on how you scope, quote, approve and bill — your phases, your fee structure, your revision policy, your language for all of it — and build to that. It is not a product you adapt to.

If you need something no software has, we build it. It is yours.

“What if you disappear?”

You hold the code, the data and the accounts, in your name, on your own hosting. Client files, contracts and history stay yours, and any competent developer can maintain it.

That matters more in a practice than most places — your obligations to a client outlive any vendor.

How the work moves

Your pipeline, on one board.

Every record moves through these stages and the system knows what should happen at each one. Stage names and rules are changed to match how you talk about the work.

Inquiry→Discovery call→Proposal sent→Signed→In production→Client review→Delivered→Retainer

Proposal & scope builder

Reusable scope blocks, phased fees and options the client can accept online. Signed digitally, filed automatically.

Retainer & milestone billing

Bill on signature, on milestone, or monthly — with the schedule generated when the proposal is accepted.

Client portal

One link where the client finds deliverables, approvals, invoices and the current stage. Cuts status emails to near zero.

Approval & revision tracking

Every concept, drawing or draft carries an approval state and a revision count. Round three is billable and everyone can see why.

Time tracking against scope

Hours land on the phase they belong to, with a live read on whether the project is still profitable.

Document & e-signature

Contracts, NDAs and change orders signed in the browser, versioned, and stored on the project.

And Specification & selection sheets · Vendor & trade coordination · Project profitability · Referral & past-client nurture · Portfolio pipeline · Intake questionnaire

Automatic

What happens without anyone touching it.

Inquiry → qualification form → discovery call booked on your calendar
Proposal sent → viewed notification → follow-up if unsigned in five days
Signature → deposit invoice, project created, kickoff email sent
Milestone reached → invoice issued and the client portal updated
Delivery → testimonial request and photo-shoot task
Ninety days later → check-in and referral ask
Connects to
Measured

The numbers you get to watch.

MeasureRead as
Proposal win rateBy service line and by fee size
Effective hourly rateFees divided by hours actually spent
Scope varianceBilled hours against quoted hours
Revenue per clientIncluding repeat and referral work
All of it reports into one dashboard alongside revenue, margin and cash — and it agrees with the books, because the books are part of the same system.
See it

Click through it before you talk to anyone.

A working system for an invented small practice, on invented but consistent numbers. Open the pipeline, the jobs, the invoices, the reports — all of it responds.

Open the live demo

The website, the Google Ads, the local SEO and the bookkeeping can be part of the same engagement — see what that includes.

Start here

Tell us how your business runs.

One free hour, no obligation, and you keep the written plan either way. We reply within one business day.

Optional — it makes the first call more useful
What are you running on today? Tick as many as apply

We reply within one business day. Your details go to us and nobody else.

Questions we get asked
We already use Monday, Ivy or Clio. Why change?
If one tool genuinely runs your practice, keep it. The practices we help are running a project tool, a proposal tool, a time tracker, a portal and a spreadsheet, with the same client typed into four of them. That is where the money and the hours go.
Can it handle trust accounting or client confidentiality?
We scope this explicitly in the first hour — what the system stores, who can see it, what stays in your existing regulated software. For legal and accounting practices we usually leave trust accounting where it is and connect to it rather than replace it.
What happens to our existing projects and contracts?
We migrate clients, active projects, open proposals and outstanding invoices, and reconcile the balances against what you had before. Nothing goes live until the numbers match.
We are a studio of three. Is this overkill?
Three people is a common size for this. The cost does not scale with headcount, and the smaller the team the more expensive a dropped follow-up or an unbilled round of revisions actually is.
How long until we are running on it?
Seven to fifteen days for most practice builds, with the old and new running side by side for the first week.
What does it cost?
A one-time build between $5,000 and $10,000 depending on scope, quoted after a free hour. No per-seat pricing — add associates without the bill moving.
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