New: recurring client check-ins & individual portal brandingExplore product updates

Manage ongoing work.
Keep clients in the loop.

Assign the next tasks, discuss the work, collect recurring feedback, and send invoices from the same client account. Your team can run the engagement without rebuilding the context every month.

For retainers, recurring services, and long-term client relationships.

A
Follow Acme & Co.One client. One connected workflow.
01

Make the next step visible.

Turn the service into projects, tasks, and milestones. Assign the work and let everyone see what is ready, in progress, and complete.

Explore client management
✳Northstar Studio
Acme & Co.
✳Acme & Co.⌄
Brand identity

Good work, in motion.

To do 2

Brand identityBuild the brand guidelines
SNAcme & Co.⌁
DeliveryPrepare launch files
JMAcme & Co.⌁

In progress 2

Client reviewReview the first concepts
JMAcme & Co.⌁
DesignExplore a color palette
SNAcme & Co.⌁

Done 1

StrategyDiscover the direction
JMAcme & Co.⌁
Another step forward.
Illustration of plan the work for Acme & Co..
02

Keep the context close.

Discuss the work with the client and the right team members. Share attachments and bring imported meeting notes into the conversation.

Explore client management
✳Northstar Studio
Acme & Co.
✳Acme & Co.⌄
Brand identity

One conversation. All the context.

JM
Brand identityJordan Miller, Sam, and you
◉
Today
JM
Jordan Miller 10:42 am

These are looking so good! Can we explore the softer green?

Brand direction · v2

Absolutely. I’ve added it to your project.
You’ll find the new version right here.

Seen by Acme & Co. ✓✓
↑
Illustration of stay in conversation for Acme & Co..
03

Ask what has changed.

Use recurring questionnaire check-ins to collect new priorities and feedback. Keep a dated history so earlier responses stay useful.

Explore client onboarding
✳Northstar Studio
Acme & Co.
✳Acme & Co.⌄
Brand identity

A quick check-in. A clear next step.

Your monthly check-inAcme & Co. · October
Recurring
What should we focus on next?
 
Response history
SeptemberBrand direction agreed
AugustAudience and goals collected
Illustration of check in regularly for Acme & Co..
04

Give billing a place in the relationship.

Create the invoice, share payment options, and record the payment. Clients can find the details alongside the service and work they relate to.

Explore client management
✳Northstar Studio
Acme & Co.
✳Acme & Co.⌄
Brand identity

The work. The details. The payment.

Northstar StudioSent

Invoice #1048

Prepared for Acme & Co.

Brand strategy & visual identity$2,400.00
Total due$2,400.00
View payment options↗Everything stays with the client.
Illustration of keep billing together for Acme & Co..
✳Northstar Studio
Acme & Co.
✳Acme & Co.⌄
Brand identity

Good work, in motion.

To do 2

Brand identityBuild the brand guidelines
SNAcme & Co.⌁
DeliveryPrepare launch files
JMAcme & Co.⌁

In progress 2

Client reviewReview the first concepts
JMAcme & Co.⌁
DesignExplore a color palette
SNAcme & Co.⌁

Done 1

StrategyDiscover the direction
JMAcme & Co.⌁
Another step forward.
Illustration of plan the work for Acme & Co..
Try it in the interactive demo

A shared rhythm, month after month.

The plan, the conversation, the check-in, and the invoice stay connected.

Walk through your workflow

There’s more to the relationship.

Welcome a new clientGet work approved
A CLEARER WAY TO WORK TOGETHER

Make every client
feel like your best work.

Bring the people, plans, and next steps into one shared client experience.

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Creative director working in a sunlit studioCreative colleagues reviewing a brand direction together