“What’s due next?”
See the work ahead.
With Pro, keep project phases and key dates in view, even when you’re juggling several clients.
CLIENT PROJECTS, FROM BRIEF TO PAID
Your client work.
All in hand.
Run the business behind your best work.Projects, client feedback, and invoices in one workspace. Clear scope. Clear next steps. Built for freelancers and small studios.
No credit card needed · 1 client, 3 live projects on Free
ONE PROJECT. THE WHOLE PICTURE.See how it works
YOUR WORKSPACE, CONNECTEDSample project
HARBOR & PINE / BRAND & WEB
Brand & website launch
Overview preview selected. Core workflow included on Free.
Agreed project fee$4,800Brand identity + website
Included revisions1 of 2One round remaining
Deposit invoice$2,400Paid · Balance $2,400
THE PROJECT RECORD
✓Client briefGoals, deliverables, and deadlineReceived
✓Scope of workBrand identity + five-page websiteApproved
Revision roundsRound 1 feedback recordedIn progress
LATEST CLIENT FEEDBACKMake the feedback
part of the work.
part of the work.
A warmer green for the wordmark. More space around the homepage introduction.
HPHarbor & Pine · Round 1A HOME FOR THE WORK YOU DO
A clearer day of client work
“What did we agree?”
Keep the details together.
Find the brief, approved scope, revisions, and client conversation on the project.
“Has the client paid?”
Know where you stand.
See invoice status and outstanding balances without piecing together a spreadsheet.
THE CLIENT JOURNEY · INCLUDED ON FREE
From the first brief
to the final invoice.
The brief, the agreed work, the revisions, and the invoice stay on the same project. Choose a step to see what you and your client can do.
Interactive examples · Fictional sample project · Core workflow included on Free
Your client’s viewProject briefSubmitted
Get the brief out of your inbox
Project briefNorthline Studio
SubmittedPrepared for Harbor & Pine
Brand & website launch
- Project goal
- A refreshed identity and a five-page website that feels warm and natural.
- Target audience
- Neighbourhood customers who hear about us from friends.
- Must-haves
- A clear way to get in touch, and a palette we can use in the shop.
- Timeline
- Live by 25 Sep 2026
- Budget range
- $4,000–5,000
Prepared with PaloWorks
Scope of workNorthline Studio
ApprovedPrepared for Harbor & Pine
Brand & website launch
This scope is approved. What follows is the work you both signed up for.
- Brand identity: wordmark, palette, and type
- Five-page website, launched
Revision rounds2
Timeline25 Sep 2026
Price$4,800
Scope approved. Approved by Harbor & Pine on 4 Sep 2026.
Prepared with PaloWorks
Project portalNorthline Studio
In progressPrepared for Harbor & Pine
Brand & website launch
If a round is open, leave the notes on this page so they stay with the job.
Revision rounds1 of 2 used
This is the last revision round included in your scope. Anything after it will be quoted as a change order before the work starts.
Round 1 notes12 Sep 2026
A warmer green for the wordmark. More space around the homepage introduction. Keep the type direction as agreed.
- Scope of workApproved ✓
- Change order CO-001For approval
Prepared with PaloWorks
InvoiceNorthline Studio
INV-1002 · DuePrepared for Harbor & Pine
Brand & website launch
Pay from this page if the figures match what you agreed. You do not need an account.
- Issued
- 4 Sep 2026
- Due date
- 18 Sep 2026
- DepositHalf of the project fee$2,400
Total due$2,400
Card, Apple Pay, or Google Pay — processed by Stripe.
Your client fills this in from a shared link. No login required.
THE CLIENT JOURNEY 01 / 04
Explore the complete sample project No signup needed
WHEN THE BRIEF GETS BIGGER
A little extra work
deserves a clear agreement.
Another page. One more round. A new direction. Keep the original scope in view, then quote the extra work before you take it on.
- Record the deliverables and included revisions.
- Send a change order with the added cost.
- Let your client approve or decline from a link.
HP
Could we add a landing page
for the autumn collection?
CHANGE ORDER · CO-001Awaiting approval
A new page. A clear price.
Harbor & Pine · Brand & website launch
- Additional work
- Campaign landing page
- Added fee
- $600
- Original project fee
- $4,800
- Proposed project total
- $5,400
Your client decides before the extra work begins.
PLAN THE WORK · PRO
Know what’s due.
See what’s next.
When you’re juggling clients, your next deadline shouldn’t be a surprise. See the month ahead, then get into the details of each project.
YOUR MONTH · PRO
Keep every deadline in view.
See milestones, invoice due dates, revisions, and logged time together. Check what’s coming up without opening every project.
September 2026Month view
Sun
Mon
Tue
Wed
Thu
Fri
Sat
30
31
1
2
3
4Discovery complete
5
6
7
82h · Brand identity
9
10
11Identity milestone
12
13
14
15Invoice due · $2,400
16
17
18Design presentation
19
20
21
22Client review due
23
24
25Final delivery
26
27
28
29
30
1
2
3
September 2026
- Invoice due $2,400
- Client review Brand & website
- Final delivery Brand files & website
YOUR PROJECT · PRO
Turn a big job into clear steps.
Lay out the phases on a Gantt chart. Adjust dates as plans change and track progress from discovery to final delivery.
Brand & website launchProject plan
Project phases
Sep 1Sep 8Sep 15Sep 22
Discovery & directionSep 1–4
Brand identitySep 3–11
Website designSep 9–18
Client reviewSep 18–22
Final deliverySep 23–25
Milestones, phases, and progress in one viewSeptember 2026
Your plan, ready for the next client update.
Explore planning in the sample projectTHE CLIENT EXPERIENCE
Make working with you
feel effortless.
Give your client one project link for the documents, messages, and deliverables you’ve shared. They open it in their browser. No account to create. No new app to learn.
- Your shared documents, in one place
- Feedback that stays with the project
- Deliverables ready for your client to download
Client portal included on Free. Shared e-sign agreements require Pro.
Explore the client experienceNORTHLINE STUDIOCLIENT PORTAL
Hello, Harbor & Pine.
Your brand refresh, all together.
Project scopeApproved ✓
Project agreementShared ↗
Brand filesDelivered ✓
One shared place for your project.
NORTHLINE
STUDIOINVOICE
INV-1003
STUDIOINVOICE
INV-1003
Good work.
Clearly accounted for.
BILL TO · HARBOR & PINE
Brand identity$1,600.00
Website design$800.00
Total due$2,400.00
Card payment available
Sample invoice · No payment is taken
INVOICE THE WORK · INCLUDED ON FREE
You’ve done the work.
Make payment simple.
Send a professional invoice for a deposit or final balance. Your client opens a link, sees what’s due, and can pay by card when you connect Stripe.
- Track sent, paid, and outstanding invoices
- Download a PDF when your client needs one
- Record approved extras with change orders
Invoicing and card payments are available on Free. Card and processing fees apply; see plans and fees.
Start freeBUILT AROUND YOUR BUSINESS
Your work. Your clients.
Your control.
Clear policies. Access to your records. Support from the people building PaloWorks.
Your payments. Your Stripe account.
Connect Stripe to accept card payments. Funds go to your Stripe account; a plan-based PaloWorks fee and Stripe's processing fees apply.
How payments workYour records, ready to export.
Export workspace records as JSON on every plan. Download uploaded files and signed agreement PDFs separately from their projects.
Explore data exportsAccount security you can control.
Use a passkey or set up two-step verification. Review the security details and choose the protection that fits your account.
See account securityBuilt and supported by Ferrier Industries LLC.
A PLAN FOR YOUR NEXT CHAPTER
Start free. Grow when you’re ready.
Use the core workflow for free. Choose Pro for visual planning and unlimited projects, or Studio when you’re working as a team.
Free
$0
Start with a real client and bring the core workflow together.
- 1 client, 3 live projects
- Intake, scope, revisions, change orders, invoices
- Clients can pay by card
No credit card required
Start freePro
For the whole workflow$4.99
first month, then $19/mo
For independent businesses ready to plan every client project in one place.
- Unlimited clients and projects
- E-sign agreements, time tracking, calendar, Gantt
- Client status links
Billed monthly · Cancel from Settings
Start ProStudio
$10.99
first month, then $49/mo
For small teams: shared seats and your branding on client documents.
- Everything in Pro
- Owner + 3 team seats
- Document branding
Billed monthly · Cancel from Settings
See StudioPaloWorks fee when a client pays online: Free 1%, Pro 0.5%, Studio 0.1%. Stripe processing fees are additional. Funds go to your connected Stripe account. 14-day first-payment refund. Prices in USD. Compare every feature and annual billing on the full pricing page.
START WITH THE NEXT JOB
You don’t have to move
everything at once.
Try the workflow with one client. Keep what works. Bring the rest over when you’re ready.
- 01
Create your free workspace
Add your business details. No credit card required.
- 02
Add a client and a project
Start with a real job or explore the sample project first.
- 03
Send your first intake link
Give your client one place to share the brief. Build from there.
BEFORE YOU BEGIN
Good questions.
Clear answers.
A few practical details before you bring your next project over.
Have another question? Ask usIs PaloWorks a good fit for my business?
PaloWorks is built for freelancers and small studios delivering project work for clients: designers, photographers, writers, consultants, and other service businesses. It brings the brief, scope, project plan, client conversation, and invoice together.
Find your workflowWhat can I do on Free?
Free includes one client, three live projects, with intake, scope, revision tracking, change orders, and invoices. You can connect Stripe and accept card payments. You do not need a credit card to create your workspace.
Compare the plansAre the calendar and Gantt chart included on Free?
Calendar and Gantt planning are on Pro and Studio, along with unlimited clients and projects, e-sign agreements, time tracking, and client status links. Pro is $4.99 the first month, then $19/mo, or $99 the first year, then $16/mo billed yearly. Studio ($10.99 first month, then $49/mo) adds 3 team seats alongside the owner and document branding.
Explore Pro and StudioDo my clients need to create an account?
Your clients can open the project and document links you share in their browser. They can submit an intake, review a scope, sign a shared agreement, or open an invoice without creating a PaloWorks workspace.
See the client experienceHow do client payments work?
Connect your Stripe account to accept card payments, including on Free. PaloWorks fee when a client pays online: Free 1%, Pro 0.5%, Studio 0.1%. Stripe processing fees are additional. Funds go to your connected Stripe account. You can also download invoice PDFs and record payments received outside PaloWorks.
Learn about card paymentsAre agreements signed in PaloWorks binding?
PaloWorks provides e-signature tools and keeps a signing record: the time, IP address, browser, and a fingerprint of the exact document signed. Whether a particular agreement is enforceable depends on its terms and the law where you and your client work. PaloWorks is not a law firm and does not give legal advice, so have a lawyer review your templates before important work.
Read the signing termsCan I try it before moving my client work?
Yes. Explore the sample project from this page without adding your own data. Then start a free workspace with one client and see how the workflow fits your business.
Open the sample projectWhat if a paid plan isn’t the right fit?
14-day refund of your first Pro or Studio subscription payment, in full. Email support@paloworks.com for help. You can cancel your subscription from Settings. After downgrading, existing work stays readable, and Free limits apply to new work.
Read the refund policyCan I keep using my existing tools while I try PaloWorks?
Yes. Start with your next project instead of moving your whole business at once. Explore the sample project first, then add a client and send an intake link when you’re ready.
Explore before signing upCan I export my work if I leave?
The workspace owner can export workspace records as JSON on every plan. Uploaded files and signed agreement PDFs need to be downloaded separately from their projects. Exporting does not delete your workspace.
Read the export guideYour next project.
All in hand.
No credit card needed · 1 client, 3 live projects on Free
A useful place to start.
Templates, practical tools, and guides for the business behind your work. Free to explore, without an account.