Change order drafted: Stripe billing integration, $1,200. Send it to Dana?
Change orderStripe billing integration $1,200The invoice goes out when Dana signs.
Sent to Dana Reyes for signature
Approved · Noah Lindgren · 10:45
Ask about Acme
Noah and 9 AIs
Noah Lindgren11:20
Priya wants 4 more posts this month. Can we say yes?
DocusignAI11:20
Larkspur’s signed retainer: 12 posts, 4 articles and 1 newsletter a month.
Notion AI11:21
Your Larkspur board has 9 posts in Done this month.
Dropbox DashAI11:21
I found 14 files called Larkspur_final_v3. Want the newest?
6 more AIs had nothing to add.
Noah Lindgren11:22
So can we or not?
Clientage joined the channel
ClientageAgent11:23
3 of them fit. The 4th goes past the 12-post quota.
And Larkspur already runs at $64 an hour against your $80 target. I drafted a change order for the 4th.
Retainer · 12 postsDelivered · 9 of 12Time · 50 h this month
Change order1 post over the retainer Larkspur Coffee
Sent to Priya Shah
Approved · Noah Lindgren
Ask about Larkspur
Noah and 9 AIs
Ask about Acme
The nine AIs are real. The group chat isn’t.
Four AIs had a piece. One had the whole client.
Everyone had a number. Only one did the division.
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 monthto record your screen.
You pay Calendly$12 a monthto book a call.
You pay Typeform$29 a monthto ask a lead five questions.
You pay HubSpot$20 a monthto move a lead one column to the right.
You pay Bonsai$25 a monthto send proposals and invoices.
You pay Docusign$15 a monthto collect a signature.
You pay Notion$12 a monthto keep the scope doc.
You pay Dropbox$11.99 a monthto hold the files.
You pay Zapier$29.99 a monthto make the other eight talk.
Nine tools. Nine logins. $172.98 a month.
You pay Loom$18 a monthto record your screen.
It has never seen the invoice.
It knows when. Not why.
Then you retype the answers into a proposal.
The deal is there. The project isn’t.
It never heard the call.
It read the contract. Just the contract.
Last edited 3 weeks ago.
Which version got approved? Ask your inbox.
It moves data. It doesn’t know Acme.
It has never seen the invoice.
You pay Loom $18 a month to record your screen. It has never seen the invoice.
Loom
Calendly
Typeform
HubSpot
Bonsai
Docusign
Notion
Dropbox
Zapier
You pay Loom$18 a monthto record your screen.
You pay Calendly$12 a monthto book a call.
You pay Typeform$29 a monthto ask a lead five questions.
You pay HubSpot$20 a monthto move a lead one column to the right.
You pay Bonsai$25 a monthto send proposals and invoices.
You pay Docusign$15 a monthto collect a signature.
You pay Notion$12 a monthto keep the scope doc.
You pay Dropbox$11.99 a monthto hold the files.
You pay Zapier$29.99 a monthto make the other eight talk.
Nine tools. Nine logins. $172.98 a month.
You pay Loom$18 a monthto record your screen.
It has never seen the invoice.
It knows when. Not why.
Then you retype the answers into a proposal.
The deal is there. The project isn’t.
It never heard the call.
It read the contract. Just the contract.
Last edited 3 weeks ago.
Which version got approved? Ask your inbox.
It moves data. It doesn’t know Acme.
It has never seen the invoice.
You pay Loom $18 a month to record your screen. It has never seen the invoice.
Loom
Calendly
Typeform
HubSpot
Bonsai
Docusign
Notion
Dropbox
Zapier
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
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
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
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
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
Dana switches on monitoring, watches $8,400 become $9,000 and signs.
Proposals
Contracts + e-signature
Deposit, logins and files arrive before day one, not in week three.
Invoices
Client portal
Access
Files
Calls, walkthroughs and proofs land next to the scope they’re measured against.
AI note taker
Change orders
Video walkthroughs
Proofing
Inbox
Milestones bill on approval. Scope changes get priced, signed and invoiced.
Invoices
Automations
Time & profitability
Retainers get counted, recaps get drafted and you hear when a client goes quiet.
Retainers
Numbers
Design preview
Acme Inc. · client record
A
Acme Inc.
API v2 rebuild · $9,000$10,200
DRSO
DRDana Reyes, CEO
SOSam Okoro, CTO
Win
New lead from your project inquiry form
Acme Inc. · API v2 rebuildvia Forms
via Forms
Qualified by the agentvia Forms
via Forms
Discovery call booked
Thu, Oct 22 · 10:00 AM · Google Meetvia Scheduling
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.
Scheduling + AI note taker + Proposals: The discovery call lands on the record as notes, and the proposal goes out with three options they toggle.
Retainers + Time & profitability: Sell a 20-hour bank. Calls and WhatsApp “quick questions” count against it. Hour 21 arrives as a change order draft, not an awkward email.
Monthly recap: The agent drafts the month from the record: hours used, decisions made, what’s next. You edit a line and send it.
AI note taker + Change orders: “Can we also add Stripe?” on Thursday’s call becomes a signed $1,200 change order before your next standup.
Proofing + Video walkthroughs: Send the staging link with a walkthrough. Comments pin to the page, and the approval lands on the record with name, time and version.
MCP server: Ask Claude or Cursor what Acme actually signed, from the editor you already have open. It drafts. You approve.
Forms + Pipeline: One hosted page and form per offer, from a 30-day challenge to a $14,000 Launch Sprint. Every answer lands as a lead the agent qualifies.
Proposals + Contracts + Invoices: The buyer picks the package, signs and pays the deposit in one sitting, by card or bank.
Client portal: Every buyer gets a portal on your domain with the plan, files, approvals and requests, from week one to week six. No password.
One price: $39 a seat at launch, every module. Contracts aren’t a “Pro” feature here.
Free guests: Bring in a freelancer for one project. They join free, and their cost lands on that client’s numbers.
Proposals + Contracts + Client portal: Look like a studio from client one, with priced options, a signed contract and a portal on your own domain.
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 launch
The pileNine tools ·nine logins ·each with its own AI
Where the client lives
One record: calls, contracts, invoices, files, messages
The pileNine apps, nine slightly different Acmes
What the AI has read
The whole record, first form to last invoice
The pileIts own slice, plus whatever you paste in
Call notes vs signed scope
Out-of-scope ask flagged, change order drafted
The pileNotes here, contract there. Spotted at invoice time, maybe.
Approvals on deliverables
Pinned comments, versions side by side, stamped with name, time and version
The pile“Looks good!” in a WhatsApp thread, or Filestage from $199
Access at kickoff
Brand kit, Google Ads link, Meta partner request, encrypted vault
The pileLogins in a Slack DM, logos in an old zip
Profit per client
Effective hourly rate per client, alert under your target
The pileHours in one app, invoices in another. You do the division.
Price, one seat
$39a month at launch, every module
The pile
$172.98$172.98a 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
01
Nothing leaveswithout your yes.
Sends, charges and signatures wait in your approval queue, whoever drafted them.
02
Clients nevermake an account.
They open a link to your portal. Nobody resets a password to sign your contract.
03
Export everything,anytime.
Records, files, contracts and invoices leave with you. No ticket, no exit interview.
04
One price,every module.
$39 a seat at launch. No tier where the good part lives.
05
Freelancersare free.
Subcontractors join a project as guests and never take a seat. Grow the bench, not the bill.
06
Your agentworks here too.
Claude, ChatGPT, Cursor, Gemini or Copilot, through MCP. Same record, same rules, same approval queue.
In forceat 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-leadfollow-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
1
Your stack today
about$172.98$172.98a month
Clientage
$39$39a month
Estimate: the solo pile for one seat, plus about $95 for each extra seat.
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 andCalendly. Combined.
$45 a month together, at list prices.
FAQ
Fair questions.
Still have one? Reply to your waitlist email. A founder reads every reply.
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.