Clientage
For dev studios, consultants and agencies that ship

You pay nine AIs
to ignore each other.

Fathom has the call, Docusign the contract, Bonsai the invoice. Clientage has the client: one record, one agent that has read all of it.

Free to join. Launch target: Q1 2027. Or claim a founding spot: $29 once, first quarter free, refunded if we don’t launch.

Team chat
Noah and 9 AIs
The nine AIs are real. The group chat isn’t.

Four AIs had a piece. One had the whole client.

Quick math

You chase invoices for a living. Nine chase you.

Each tool does one job, bills you every month and keeps what it knows to itself.

Run a team? Add the agency tools.

You pay Loom $18 a month to record your screen. It has never seen the invoice.

  1. Loom
  2. Calendly
  3. Typeform
  4. HubSpot
  5. Bonsai
  6. Docusign
  7. Notion
  8. Dropbox
  9. Zapier

You pay Loom $18 a month to record your screen. It has never seen the invoice.

  1. Loom
  2. Calendly
  3. Typeform
  4. HubSpot
  5. Bonsai
  6. Docusign
  7. Notion
  8. Dropbox
  9. Zapier

Tap a line to cross out a tool you don’t pay for.

The pile

Monthly · 1 seat · list prices, Oct 2026

Subtotal$18.00

Tap a line to cross out a tool you don’t pay for.

The pile

Monthly · 1 seat · list prices, Oct 2026

Total$172.98

Not counted: a note taker like Fathom, about $19.

Tools that have read the whole client: 0

Thank you for being the integration.

Clientage at launch$39a seat · every module, note taker included
The Clientage agent, a small cobalt cube, pushing a cart of invoices.

You keep $133.98 a month. That’s $1,607 a year.

Cheaper is the side effect. The point is one record.

Keep the $1,607.

Public monthly list prices for one seat, October 2026. Agency tools use 2026 third-party figures, shown as starting prices. Annual plans are cheaper. So is one tool.

How it works

From the first form to the last invoice, nothing gets retyped.

Leads, calls, proposals, contracts, invoices, files, approvals and messages land on the client’s record. That’s why the agent can act on any of it.

18 modules. Nothing to sync.

The form turns into a lead, the agent qualifies it and the lead books a call.

  • Forms
  • Pipeline
  • Scheduling
The Clientage agent, a small cobalt cube, carrying a tall stack of paperwork
Acme Inc. · client record

Acme Inc.

API v2 rebuild · $9,000

  • Dana Reyes, CEO
  • Sam Okoro, CTO

    Every module writes here. The agent reads all of it.

    Connects to Gmail, WhatsApp Business, Slack, Google Calendar, Google Meet, Zoom and Stripe.

    One Thursday at Northbeam Studio

    The $1,200 you almost did for free.

    The note taker heard Dana ask. The agent checked the signed scope, priced the gap and queued it for your yes.

    Acme × Northbeam · Thursday
    Acme weekly check-inGoogle Meet10:00
    • DRDana Reyes
    • SOSam Okoro
    • Noah Lindgren
    • Note taker

    Note taker joined

    Taking notes.

    The Clientage agent, a small cobalt cube, wearing headphones and taking notes.

    31 minutes from “can we also” to invoiced.

    Your part: one yes. The rest was already on the record.

    The Clientage agent, a small cobalt cube, plugging a cable into a socket.

    Or run it from Claude, ChatGPT or Cursor.

    Your agent gets the same record through MCP, and the same rule: nothing leaves without your yes.

    Plugs in through MCP:

    • Claude
    • ChatGPT
    • Cursor
    • Gemini
    • Copilot
    Claude
    You

    Draft the Acme change order from this morning’s call.

    Claude, through Clientage

    Drafted: Stripe billing integration, $1,200. It’s waiting in your approval queue.

    Who it’s for

    For people who sell work by the milestone, the hour, the post or the sprint.

    Five ways to sell client work. One record under all of them.

    You sold 12 posts. You delivered 15. You billed 12.

    The Clientage agent, a small cobalt cube, holding an approval stamp.
    Larkspur CoffeeApril retainer$3,200 a month
    Posts9 of 12 delivered
    2 waiting on Priya for 6 daysNudge drafted
    Access
    • Brand kit: received
    • Google Ads link: sent
    • Meta partner request: pending
    • Shopify login: in the vault
    Effective rate $64/hTarget $80
    Proofing3 pins
    Spring menu, v3

    Priya: “Swap in the cold brew shot.”

    Approve
    • Retainers + Change orders: 12 posts, 4 articles and 1 newsletter a month, counted as they’re delivered. Post 13 becomes a change order, not a favor.
    • Proofing: Clients pin comments, compare versions and approve in one click, stamped with name, time and version. We validate. We never publish.
    • Access + Time & profitability: Brand kit, Google Ads link and Meta partner request at kickoff. Then the honest number: Larkspur pays $64 an hour against your $80.

    Still not sure? If your invoices mention milestones, retainers or change orders, it’s for you.

    Versus

    Clientage vs the pile.

    Every tool in the pile does its one job well. None of them does the job between the jobs.

    ClientageOne record · one agent · $39 a seat at launchThe pileNine tools · nine logins · each with its own AI
    Where the client livesOne record: calls, contracts, invoices, files, messagesNine apps, nine slightly different Acmes
    What the AI has readThe whole record, first form to last invoiceIts own slice, plus whatever you paste in
    Call notes vs signed scopeOut-of-scope ask flagged, change order draftedNotes here, contract there. Spotted at invoice time, maybe.
    Approvals on deliverablesPinned comments, versions side by side, stamped with name, time and version“Looks good!” in a WhatsApp thread, or Filestage from $199
    Access at kickoffBrand kit, Google Ads link, Meta partner request, encrypted vaultLogins in a Slack DM, logos in an old zip
    Profit per clientEffective hourly rate per client, alert under your targetHours in one app, invoices in another. You do the division.
    Price, one seat
    $39 a month at launch, every module
    $172.98 a month, before the note taker

    The pile: Calendly, Docusign, Bonsai, Loom, Notion, Dropbox, Zapier, Typeform and HubSpot, plus a note taker. Public list prices, one seat, October 2026.

    House rules

    The fine print, in large print.

    Written before launch, so you can hold us to it.

    House rules

    1. Nothing leaves without your yes.

      Sends, charges and signatures wait in your approval queue, whoever drafted them.

    2. Clients never make an account.

      They open a link to your portal. Nobody resets a password to sign your contract.

    3. Export everything, anytime.

      Records, files, contracts and invoices leave with you. No ticket, no exit interview.

    4. One price, every module.

      $39 a seat at launch. No tier where the good part lives.

    5. Freelancers are free.

      Subcontractors join a project as guests and never take a seat. Grow the bench, not the bill.

    6. Your agent works here too.

      Claude, ChatGPT, Cursor, Gemini or Copilot, through MCP. Same record, same rules, same approval queue.

    In force at launch

    And more on the way.

    They only work because the whole client lives on one record.

    • Client health

      Slower approvals, unanswered messages, late invoices: you see a client cooling before they say so.

    • Monthly recap

      The agent drafts each client’s month from the record. You read it and hit send.

    • Testimonials

      Final approval stamped? The testimonial request is drafted while they’re still happy.

    • Renewals

      Before a retainer runs out, the renewal is drafted with what you delivered attached.

    • Rollover

      Unused posts or hours roll into next month, if you say so.

    • Quiet-lead follow-ups

      A lead goes quiet for 5 days. A follow-up draft is waiting for you.

    Missing something? Reply to your waitlist email.

    Pricing

    One price, because nine was the problem.

    At launch: $39 per seat per month, every module included. Freelancers and subcontractors you invite join free.

    At launch

    $39per seat,
    per month

    • Approval queue on everything that leaves
    • Your own agent through MCP
    • Client portal on your domain
    • Freelancers and subcontractors join free
    • Clients never need an account
    • Forms
    • Pipeline
    • Scheduling
    • AI note taker
    • Proposals
    • Contracts + e-signature
    • Invoices
    • Retainers
    • Change orders
    • Proofing
    • Access
    • Time & profitability
    • Video walkthroughs
    • Files
    • Client portal
    • Inbox
    • Automations
    • Numbers
    Seats
    Your stack today
    $172.98 a month
    Clientage
    $39 a month

    Estimate: the solo pile for one seat, plus about $95 for each extra seat.

    Join the waitlist

    Free. We email you when it opens.

    The Clientage agent, a small cobalt cube, holding a stamp

    Founding spot

    $29once

    • Your first quarter free at launch, a $117 value
    • An onboarding call with us
    • Full refund if we don’t launch

    Pay $29, get $117 of Clientage. Or get your $29 back.

    Paid once. Not a subscription. We know how you feel about those.

    Launch target: Q1 2027.

    Less than Loom, Docusign and Calendly. Combined.

    $45 a month together, at list prices.

    FAQ

    Fair questions.

    Still have one? Reply to your waitlist email. A founder reads every reply.

    The Clientage agent, a small cobalt cube, sitting and reading a booklet

    Not yet, and we won’t pretend otherwise. We’re building it now, and the launch target is Q1 2027. Anything on a coral background is a design preview or a dramatization, not a screenshot. The waitlist is free.

    It’s not one more, it’s one instead. The answer usually sits in two places: the call says Dana asked for Stripe billing, the contract says it isn’t in scope. An AI that has read one of them can’t connect them. Ours has read both, because both live on one record.

    Your first quarter free at launch, a $117 value, plus an onboarding call. You pay once. If we don’t launch, you get the full $29 back.

    No. It reads, flags and drafts. Anything that leaves the building, like an email, a charge or a signature request, waits in your approval queue until you say yes. Any agent you plug in follows the same rule.

    Yes. Clientage runs an MCP server, so Claude, ChatGPT, Cursor, Gemini or Copilot can read the record and draft the work. Whatever they draft lands in the same approval queue.

    Never. They open a link to your portal, on your own domain, like portal.yourstudio.com/acme. Proposals, contracts, invoices, files and approvals are all there. Nobody makes up a password.

    At launch, for client work: Calendly, Docusign, Bonsai, Loom, Typeform and your note taker.

    HubSpot if it runs your pipeline, Notion and Dropbox if they hold client notes and files, Zapier if it only glues those together.

    Agencies can add Filestage, Leadsie, ManyRequests and Harvest, and Planable if you only use it for approvals: we never publish.

    Keep Gmail, Slack, WhatsApp, Stripe, Google Calendar, Meet and Zoom. Clientage connects to them.

    If your clients book a date, pay once and never touch the scope, a simpler tool will do. Clientage is for people juggling milestones, retainers, change orders and approvals across many clients.

    Still have one? Reply to your waitlist email. A founder reads every reply.