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Choosing tools

Moxie, Plutio or HoneyBook: how do I choose client software as a freelance creative?

Short answer

Ask each tool the same five questions: can clients approve and pay without making an account, does it count revision rounds, can extra work become a paid change order, where does the money land, and how long setup takes before your first client. Check each vendor's current features and prices on its own site; they change often.

Start freeOpen a sample project

Free for 1 client, 3 active projects. No card to start. Updated by PaloWorks.

What to look for

  • Clients need no account

    Every login you ask a client to create is a step where they can stall.

    In PaloWorks

    Every document opens from a link. Approving or signing uses the signing link emailed to the client.

  • Revision rounds are counted

    Unlimited rounds cost time you never invoice.

    In PaloWorks

    The scope sets the included rounds, the client sees the count, and the next round is quoted.

  • Extra work becomes paid work

    Scope creep costs money only when it goes unpriced.

    In PaloWorks

    Change orders on every plan. The client approves; one click turns the approved change order into an invoice draft. Nothing bills itself.

  • Payments land with you

    Payout timing and fees shape cash flow.

    In PaloWorks

    Invoices are paid into your own Stripe account; see pricing for the platform fee.

  • Setup in an afternoon

    A tool you never finish configuring is a tool you do not use.

    In PaloWorks

    Starter templates for scopes, intake forms and change orders, and a free plan to try it on one client.

How it works in PaloWorks

  1. Step 1

    List your must-haves

    Rounds, change orders, contracts, scheduling: decide what you need before you compare.

  2. Step 2

    Check each vendor's site

    Features and prices change; read them at the source, with the date you checked.

  3. Step 3

    Try one real job

    Run one client through brief, scope, approval and invoice on a free plan.

  4. Step 4

    Keep what you used

    Pick the tool you actually finished the job in.

Try it on a real clientSee what each plan includes

When PaloWorks is the wrong pick

  • If you need a full CRM with scheduling, HoneyBook is the more mature choice as checked on 22 Sep 2026; see our comparison.
  • If you want task boards and time-heavy project management, a general project tool may fit better.

Comparing tools? Read PaloWorks compared, including what the others are better at.

Questions people ask

Which is best for photographers?
It depends on what you need beside your gallery. For contracts, retouch rounds and invoices sent as links, PaloWorks is built for it. For a full CRM with a booking calendar, HoneyBook has more.
Do you compare PaloWorks with Moxie or Plutio?
Not on a dedicated page yet. Use the five questions above against each vendor's current site. Our HoneyBook, Dubsado and Bonsai comparisons list what was checked and when.
Is there a free option?
PaloWorks has a free plan for one client. Check other vendors' sites for their current trials and plans.
Can I move from another tool later?
Yes. You can import clients from a CSV exported by another tool; on Free, up to the one-client limit.

Put it on your next client

Intake, a locked scope with counted rounds, change orders and invoices, and your client never makes an account. Free for 1 client, 3 active projects. No card to start.

Start freeSee pricing