All-in-one workspace for studios
The whole studio, one workspace
Overview connects the proposal to the project, the project to the timesheet and the timesheet to the invoice. One record per client, one agent that has read all of it, and no more retyping.
01 · Delivery
Ship work the client signs off.
Check every deliverable against the brief, collect the approval in one place and keep the reasoning behind each change.
Tidewater deck · v3 · check
Logo lock-up, slide 7
Off-brand
Budget figure, slide 19
Mismatch
Legal line, paid social
Missing
3 flags · 21 slides pass
Deliverable review
Decks, pages, films and documents are checked against the brief, the brand guidelines and the signed scope. Off-brand assets and out-of-scope work are flagged first.
Orrin launch · approvals
Homepage design, v4
Approved
Pricing page copy
Out of scope
Launch film cut 2
With client
2 open · last approval 11 Jun
Client approvals
One link for the client to review, comment and approve. Every decision is timestamped and tied to the deliverable, the scope and the invoice. No arguments in October.
“We used to find out a scope had changed when the invoice bounced. Now the change request, the plan and the invoice move together, and the client has already agreed to it in writing.”
Priya Nandakumar · Managing partner, Northlight Studio
02 · Proposals
The proposal, drafted by Tuesday.
Turn a client brief into a scoped, priced proposal built from your past work, your rate card and the way your studio writes.
Halcyon rebrand · drafting
1.1 Context
Written
2.1 Scope and phases
Written
3.1 Fees and terms
Pricing
9 of 12 sections · 3 min
Proposal writing
Drop in the brief. Overview drafts context, objectives, scope, exclusions and fees section by section, pulling phases and pricing from proposals you have already won.
House style · 11 rules
Phases, not stages
Applied
Fees in GBP, ex VAT
Applied
Two rounds of amends
Applied
Learned from 62 proposals
Studio voice
Overview learns how you write: the phases you name, the terms you insist on, the words you never use. Every proposal reads like the studio wrote it, whoever drafted it.
03 · Intelligence
An agent that knows the studio.
Ask questions, hand off research and delegate the admin to an agent that has read every proposal, email and timesheet you own.
Agent · Halcyon CR-03
Found rates in PR-014
Done
Drafted change request
Done
Filed to Halcyon rebrand
Ready
3 steps · 4 sources shown
Agent mode
Give it a job. Pull the approved rates for Halcyon, draft the change request, file it to the project. The agent works across your files and inbox and shows what it did.
Library · Tidewater
Wordmark, March 2026
Current
Campaign type family
Licensed
Lock-up, 2023
Retired
412 assets · 3 clients
Asset library
Logos, type, templates and past work in one searchable place, tagged by client and version. Brand guidelines stay current, so reviews check against the right ones.
“I asked it which projects had run over on senior time this quarter and it gave me the four, with the timesheets. That used to be a Friday afternoon with a spreadsheet. It took about a minute.”
Tom Aldridge · Operations director, Fieldnote Agency
04 · Projects
The project record, kept for you.
Tasks, timelines and client email live next to the proposal and the approvals they depend on, without anyone doing the filing.
Inbox · this morning
Re: Round 3 amends
Tidewater
Revised launch date
Task made
Signage supplier quote
Halcyon
14 emails filed · 2 flagged
Email agent
Project mail is read, filed to the right client and turned into tasks, change requests or approvals as it lands. What needs a human gets flagged. The rest is filed.
Orrin launch · 9 tasks
Launch film, cut 3
Doing
Pricing page CR
To do
Homepage build
Done
Launch 24 Jul · on track
Tasks and timelines
Every action gets an owner and a due date. Client comments and flagged emails land on the board, and the timeline shows where delivery sits against the signed plan.
05 · Practice
The numbers, always current.
Hours logged against live projects flow into invoices, utilisation and the forecast, so month end is a check, not a rebuild.
Week of 8 Jun · 31.5 h
Halcyon rebrand, identity
18.0 h
Orrin launch, proposal
13.5 h
Awaiting approval
2 entries
92% billable · £9,400 unbilled
Timesheets
Time is captured against the project and phase it belongs to, with the agent filling in the gaps from calendar and email. Approve the week once and it is on the invoice.
Fee position · Q3
Invoiced to date
£212k
Unbilled, approved
£38k
Pipeline, weighted
£146k
Forecast updated 2 min ago
Invoices and forecasts
Raise invoices from approved milestones and logged time. See the fee position by project, what is unbilled, and what next quarter looks like from the proposals in play.