Run the studio,
not the tools.
The client lifecycle
From first hello to final receipt.
Seven steps, zero tool-switching. Every record knows about every other record — that’s the whole point.
Each card on the right is the actual interface — lead scoring, proposal tracking, e-signing, project boards, invoicing, and recurring revenue, exactly as your team will see them.
- 01
Capture the lead
leadsWebflow, Framer, Typeform, a webhook, or a pasted email — every lead lands in the CRM already scored against your past wins.
Webflow formpipelineNorthwind Labs · Maya Chen78Scored against your past wins · 3 similar leads cited
- 02
Send the proposal
proposalsDraft with AI in your voice, send a clean public page, and watch the open happen in real time.
PRO-0017SentViewedBrand refresh + site rebuild
Opened twice today · 4 min on the pricing section
- 03
Sign the contract
contractsE-signatures with countersign and a sealed, timestamped PDF. No DocuSign seat required.
2/2 signed · sealed · SHA-256 stamped
- 04
Kick off the project
projectsKanban boards, tasks, tags, and your whole team — scoped to the client they belong to.
Todo
Checkout audit
Empty states
In progress
Tokens v2
Wireframes
Done
Kickoff deck
- 05
Invoice and get paid
invoicesStripe payment links, any currency, and dunning that chases politely while you sleep.
INV-0044 · $5,500OverduePaidFriendly reminder drafted · awaiting your approval
- 06
Put it on repeat
subscriptionsRecurring invoices and retainers roll into live MRR you can actually trust.
$18,400MRR
- 07
Clients see it all
share linksEvery proposal, contract, and invoice on a clean public page. No client login, ever.
trybrick.app/i/3f8a…
INV-0043 · $8,000PayNo client login. Ever.
The rest of the system
Twelve modules. Zero duct tape.
The lifecycle gets the spotlight — these keep the lights on: expenses, reporting, calendar, team, and a command bar that runs the lot.
Receipts file themselves
Snap a photo or forward the email — OCR does the rest.
receipt_4012.jpg
Reports without the spreadsheet
Billed vs. collected, AR aging, top clients — live.
current · 1–30 · 31–60 · 60+
Ask Brick from Slack
Digests and alerts in; /commands out.
/brick overdue invoices
3 overdue · $18,250 · oldest INV-0044 (12d)
Your day, assembled
Google Calendar sync, linked to the client.
Team, rates, roles
Contractors without logins; rates owner-only.
Assigned: Fjord Digital
rate visible to owners only
One ⌘K away
Every record, every action — keyboard first.
→ Create invoice for Northwind Labs
Open Northwind Labs
psst — it works on this page too
The agent layer
An AI agent on every record.
Not a chatbot bolted on the side — an agent that already knows your pipeline, your invoices, and your clients, doing the work you put off. You stay the only one with a send button.
- Scores every lead
- Against your real win/loss history — with the closest past deals cited as precedent.
- Enriches from the live web
- Team size, funding, decision makers — every field arrives with its source attached.
- Predicts payment risk
- Reads a client's payment history before you extend net-30 again.
- Drafts the words you owe people
- Payment reminders, outreach, proposals, contracts — queued for your approval.
- Summarizes any client
- The whole relationship in three paragraphs, right before your next call.
- Files receipts from a photo
- Snap it — vendor, amount, and category extracted, categorized, and filed.
Lead score · Fjord Digital
86/100
Closest precedent: 2 similar e-commerce leads, both closed in under 30 days.
cited: 3 rows
Payment risk
high72/100
2 of 4 prior invoices unpaid; $21,000 outstanding. Suggests a friendly reminder at 30 days.
drafted · waiting on you
Draft reminder · INV-0044
Re: Invoice INV-0044 — gentle nudge
“Hi Ines — hope the retainer work is landing well. INV-0044 ($5,500) passed its due date last week; here’s the payment link again…”
Integrations
Plays nice with your stack.
Leads in from Webflow, Framer, and Typeform. Money in through Stripe. Words out through Gmail and your own domain. Alerts where you already live — Slack.
Slack
Daily digests, dunning and renewal alerts — plus /commands to ask Brick anything from Slack.
Gmail
Proposals, contracts, and invoices send from your own Gmail address via OAuth.
Google Calendar
Meetings sync into your dashboard agenda, linked to the client they belong to.
Stripe
A payment link on every invoice; webhooks mark it paid the second money moves.
Webflow
Your site's contact form submits straight into the pipeline — scored on arrival.
Framer
Framer form fills become leads with source attribution, UTM and all.
Typeform
Long-form intake answers map into lead fields automatically.
Resend
Send from your own verified domain — and forward receipts in; expenses file themselves.
Also in the box: HMAC-signed custom webhooks · CSV import for leads, clients & invoices · public share links for every document.
The math
No more invoices in Figma, clients in spreadsheets, leads in your notes app.
The average studio stack runs $300+ a month across seven subscriptions — and scatters your business across seven browser tabs. Brick is one tab, one bill, and one dashboard that tells you who owes you, who’s renewing, and what’s stuck — before your morning coffee.
Replaces
- the CRM you under-use
- the proposal tool
- the e-sign seat
- the invoicing app
- the PM board
- the subscription tracker
- the spreadsheet holding it together
Create your workspace
Sixty seconds. Your subdomain, your logo, your currency.
Add a client, send an invoice
Or import the book you already have — CSV in, pipeline out.
Watch the system connect
Every record links itself: lead → proposal → contract → invoice → project.
Your first win is ten minutes away.
Pricing
One workspace, one flat price.
Every plan includes a 14-day free trial — every module, the AI agent, e-sign, and payments. 50% off for early-access workspaces, locked in.
Solo
1 userFor freelancers
$4$8/mo
50% off — early-access pricing
- Beautiful invoice creator
- Proposal builder
- Customer portal
- Unlimited invoices
- Unlimited proposals
- Unlimited projects & clients
- Expense tracking
Team
Up to 3 usersFor small teams
$9$18/mo
50% off — early-access pricing
- Everything in Solo
- Up to 3 team members
- Assign team members to tasks
- Mention team members
- Shared workspace
- Team activity log
Agency
Up to 10 usersFor agencies
$19$38/mo
50% off — early-access pricing
- Everything in Team
- Up to 10 team members
- Priority support
No credit card to start. Pay yearly and get 2 months free. Billing runs on Polar.
FAQ
Totally fair to ask.
What is Brick, in one sentence?
One workspace that carries a studio's whole client lifecycle — leads, proposals, e-signed contracts, invoices and payments, projects, and recurring revenue — so you stop duct-taping five tools together.
Who is it for?
Design and development studios, agencies, and freelancers who bill clients for project or retainer work. If your week involves proposals, invoices, and a spreadsheet that knows too much, it's for you.
How does the AI work — and is my data safe?
The agent drafts and suggests; it never sends or changes money math. Every claim cites the records it came from, financial numbers are computed in SQL not by the model, and AI is off by default with a per-workspace budget and kill switch. Model providers are configured with zero-data-retention — your data never trains anything.
Do my clients need an account?
No. Every proposal, contract, and invoice gets a clean public page — clients view, sign, and pay from a link. No portal logins to manage, no passwords to reset.
What does it replace?
Typically: a CRM, a proposal tool, an e-sign subscription, an invoicing app, a project board, a subscription tracker, and the spreadsheet gluing them together — usually $300+/month across seven tools. Payments run on Stripe; your money never touches us.
Does it work with my website and tools?
Yes. Webflow, Framer, and Typeform forms feed leads straight into the pipeline (plus HMAC-signed custom webhooks), Slack carries alerts and /commands, Gmail and your own verified domain handle sending, Google Calendar syncs your meetings, and CSV import brings in the leads, clients, and invoices you already have.
What does it cost?
Free while in early access — every module, no credit card. Launch pricing is planned around ~$29/user/mo, and early-access workspaces will be grandfathered.
Send your first invoice before lunch.
Workspace in sixty seconds. Free while we’re early.
Create your workspaceWhat’s in the box — and what’s honest about not being yet
- Leads CRM + AI scoring
- Web enrichment
- Proposals
- Contracts e-sign
- Invoices + dunning
- Stripe payments
- Recurring + MRR
- Projects & tasks
- Expenses
- Calendar + Google sync
- Slack alerts
- Public client pages
- AI drafts queue
- Command-K
- Reports v2 · soon
- Client portal · soon
- Time tracking · soon
- Zapier · soon