✦ The AI Client Delivery Studio

From"Let me get back"to"Please find attached."

Paste a transcript. Get a branded SOW, proposal, and quote in 90 seconds. Built for studios that would rather design than do paperwork.

Currently generating a Proposal for someone right now
Forge Creative just approved their Scope of Work
Greenfield sent a proposal for review
Maya R. generated 6 deliverables in 8 minutes
Forge Creative imported a Zoom call transcript
Priya N. exported a client-ready PDF
James M. onboarded 3 new team members
NovaBuild approved proposal — deal closed 🎉
Sola Studio is reviewing Follow-up Email sequence
Forge Creative just approved their Scope of Work
Greenfield sent a proposal for review
Maya R. generated 6 deliverables in 8 minutes
Forge Creative imported a Zoom call transcript
Priya N. exported a client-ready PDF
James M. onboarded 3 new team members
NovaBuild approved proposal — deal closed 🎉
Sola Studio is reviewing Follow-up Email sequence

Built for the people who
actually do the work

If you propose, scope, and quote services to clients — and you do it more than once a week — you're losing hours you can't afford.

01
Boutique Agencies
1–15 people
Your team is stretched. ClientsForge handles the documentation so you can focus on delivery.
02
Freelancers
Solo operators
Stop rewriting last month's proposal with a new name in it. Your full package in 8 minutes.
03
Consultants
Premium advisors
Executive-quality documents that command premium fees — in your voice, not a template's.
04
Creative Studios
Design & dev teams
Brand Memory adapts to any service type — branding, SEO, dev, architecture, you name it.
Your week — before vs. after ClientsForge
Without ClientsForge
With ClientsForge
Writing a proposal
3.8 hours
8 min
Scope of Work
1.8 hours
2 min
Follow-up emails
45 min
1 min
Meeting → brief
60 min
2 min
Weekly admin total
30% of week
<2% of week
max0
0max

Your week before
ClientsForge

These aren't edge cases. They're every Monday morning for anyone running client work.

Without ClientsForge
3.8h
lost per proposal, manually
vs
With ClientsForge
8 min
all 6 deliverables, in your voice
That's 96% less time per project
Context-switching kills your day
Google Docs, ChatGPT, email, Notion — everything scattered, nothing connected. You spend more time switching than working.
ClientsForge: one workspace, every deliverable
Every project starts from zero
Rewriting the same proposal structure, payment terms, and process for every single client, every single time.
Brand Memory: your tone baked in automatically
Call notes go nowhere useful
An hour turning meeting notes into a brief, requirements list, and scope — all done manually, from memory.
Meeting Capture: transcript → brief in 2 minutes
No institutional memory
Client context, preferences, and history lives in someone's inbox — until it doesn't.
Client Memory: every client's history, always ready

One brief. Six documents.
Ready to ship.

Generated in parallel, in your voice, in under 60 seconds. Each one editable, approvable, and export-ready.

Project Proposal
Executive summary, approach, timeline, and investment — structured to close.
Approved
Scope of Work
Deliverables, phases, milestones, and what's explicitly out of scope.
In Review
Quotation
Itemised line-item pricing built from your rates. Payment terms included.
Draft
Landing Copy
Hero, features, CTA, and social proof — ready to paste into any builder.
Draft
Social Captions
5 platform-ready captions — LinkedIn, Instagram, and X. Tone adapted per platform.
Pending
Follow-up Emails
A 3-email sequence — next-day follow-up, check-in, and closing nudge.
Approved
All six generated in < 60 seconds from one brief

From brief to approved
in three steps

One intake form. One AI generation. One link to your client. Done in under 8 minutes.

01
Capture your brief
~2 minutes
Upload a call recording, paste a transcript, or fill in the form. ClientsForge reads between the lines.
ClientYour Client
Budget$18,000
Timeline8 weeks
Generate Package →
02
AI builds your package
~30 seconds
Proposal, SOW, quotation, landing copy, captions, follow-up emails — generated together, tuned to your brand voice.
✓ Proposal
✓ Scope of Work
⟳ Quotation…
— Landing Copy
— Follow-up Emails
03
Review, send, get approved
On your timeline
Edit in the rich-text editor. Share a clean client link. Client approves — you get notified instantly.
Proposal ✓
SOW ✓
Quotation ✓
Emails ✓
Export & Share →
>

What teams say after their first week

From agencies to solo consultants — here's what shipping client work looks like with ClientsForge.

★★★★★
"We used to spend half a day putting together a proposal. Now it's done before lunch — and it actually sounds better than what we were writing manually."
James M.
Founder, Meridian Creative Agency
★★★★★
"The meeting capture feature is what got me. I record every client call, upload it, and in 2 minutes I have a full brief, requirements list, and action items. It's genuinely magic."
Simran K.
Independent UX Consultant
★★★★★
"Brand memory alone is worth it. We work with 12 clients and each one gets a proposal that sounds like we wrote it just for them — because ClientsForge remembers everything."
Anika L.
Director, Creative Studio
0
Brief to first draft
0
Documents per generation
0
AI models cross-checking each brief
0
Card details required to start
How It Works

From client call to signed proposal —
in four steps.

Paste a transcript. Three AI models cross-check it. Review the extracted brief. Generate a branded SOW, proposal, and quote in 90 seconds. That’s the loop.

Paste Transcript
Drop a Zoom, Meet, or Otter call transcript — raw text is fine
AI Extracts Brief
GPT, Claude, and Gemini cross-check the call to extract scope, budget, and timeline
Review & Edit
Glance over what the AI got. Fix what it missed. You’re still the author
Generate & Send
SOW, proposal, quote, and email — all branded as you, ready to share
>

Simple, Transparent Pricing

No hidden fees. No lock-in. Start free for 14 days — no credit card required.

Solo
$29
per month · 1 seat
For freelancers and consultants sending a few proposals each month.
  • 10 proposals per month
  • All 4 document types (SOW, proposal, quote, email)
  • Brand Memory (1 brand)
  • PDF export & client share links
  • Buy extra credit packs anytime
Agency
$299
per month · 10 seats
For agencies sending proposals as a daily workflow. White-label included.
  • 200 proposals per month
  • All 4 document types
  • Unlimited Brand Memory
  • Full white-label (your domain, your logo)
  • Priority phone support
  • Dedicated success manager

Stop Formatting. Start Delivering.

Join thousands of agencies and freelancers shipping client work faster with ClientsForge. Your first brief is free.

No credit card required  ·  14-day free trial  ·  Cancel anytime
Trusted by studios, freelancers & consultancies worldwide
Your Studio
Forge Creative
Nova Agency
Sola Studio
Sola Studio
3.8 hrs saved
per project on average
📄
12,400+ docs
generated this month
94% approval rate
on first proposal send
CFClientsForge
or continue with email
Forgot password?
CF ClientsForge
1
About You
Name, studio & services
2
Brand Setup
Logo, colour & tone of voice
3
Rate Card
Services & pricing
4
First Brief
Optional quick start

Tell us about your work

This personalises your workspace and every document the AI generates for you.

Just me
Step 1 of 4

Brand Setup

Powers your Brand Memory — every document uses your colours and voice.

Upload logo
SVG, PNG or JPG · max 2MB
Appears in all proposals, SOWs and client docs
Step 2 of 4

Your Rate Card

These rates auto-apply to every Quotation. You can edit them per project at any time.

Step 3 of 4

Start your first brief

Optional — skip this and add it anytime from your dashboard.

Have a call recording?
Upload it and AI will extract client details, goals, budget, and timeline in 60 seconds.
or fill in manually
Step 4 of 4
Dashboard

Welcome back.

Here’s what needs your attention today.

Needs Your Action
0
client responses pending
Proposals awaiting client response will appear here once your first brief is sent.
0
Active Projects
0
Deliverables this month
0 of 100 limit
0
Completed projects
Loading your projects…

Recent Activity

Activity will appear here as you create projects
and send proposals to clients.
Notifications
Notifications will appear here when clients view or respond to your proposals.
Projects
All client briefs & projects
Start a new brief
Intake → Generate → Send
|
In Review
Saved
0 words
0w

Project Proposal

Prepared by Your Studio · For Client

Executive Summary

Thank you for the opportunity to partner with Your Client Your Studio specialises in designing digital platforms for B2B health-technology companies — where trust, clarity, and conversion are everything.

This proposal outlines our recommended approach for designing and building your new website — a platform that signals authority to procurement teams and removes friction from the path to a demo booking.

The Challenge

Your current website doesn't reflect the sophistication of your product or the trust your target audience requires when evaluating health-tech vendors. Traffic is arriving but not converting — and first impressions in this sector are decisive.

Our Approach

We'll design and build a 12-page website with a focus on three outcomes:

  • Immediate credibility signalling for healthcare professionals and procurement teams
  • Clear, frictionless paths to demo booking across every entry point
  • Content architecture that supports future SEO and blog growth without technical debt

Project Investment

DeliverableDescriptionInvestment
UX Strategy & WireframesSitemap + 12 wireframe layouts$3,200
Visual DesignFull design system + 12 page designs$5,200
DevelopmentWebflow build, CMS & editor training$5,600
SEO FundamentalsMetadata, sitemap, robots.txt$900
QA & LaunchCross-browser, mobile, deployment$700
Total Investment$15,600

Timeline

8 weeks from kickoff to launch: Discovery & Strategy (Wk 1), Wireframes (Wk 2–3), Visual Design (Wk 4–5), Development (Wk 6–7), QA & Launch (Wk 8).

Why Your Studio

We've designed and built digital platforms for 40+ B2B and health-technology companies. Our Webflow work consistently delivers measurable improvements in demo conversion rates within 90 days of launch.

AI Suggestions
Suggestions for your whole document
Strengthen exec summary
Add a client-specific ROI statement. Healthcare buyers respond to concrete numbers — e.g. "comparable clients saw 2.4× demo conversion uplift within 90 days."
Missing: Payment terms
Your Brand Memory shows 50% upfront as your standard. The pricing table has no payment schedule note — add it now to avoid ambiguity.
Timeline — visual upgrade
The timeline could be a phase table rather than prose. Visual milestones close faster — clients can scan and sign off immediately.
Regenerate section
Change tone
Ask AI about this document
Approved — This deliverable is locked. Re-open to make changes.
Awaiting client approval
|
Approved
Saved

Scope of Work

Prepared by your studio · Ref: SOW-2025-001

Project Overview

This Scope of Work defines the deliverables, timelines, and responsibilities for the design and development of the client's project. All work will be completed by your studio according to the agreed specification below.

In Scope

  • UX research and sitemap (up to 12 pages)
  • Wireframes for all core pages
  • Full visual design system (typography, colour, components)
  • Webflow or Next.js development with CMS setup
  • Editor training session (1 hour)
  • SEO fundamentals: metadata, sitemap, robots.txt
  • QA across Chrome, Safari, Firefox, and mobile
  • 30-day post-launch email support

Out of Scope

  • Copywriting (client-provided)
  • Photography or custom illustration
  • Ongoing SEO management
  • Third-party CRM integration (quoted separately)

Project Milestones

PhaseDeliverableTimeline
DiscoverySitemap + kickoff workshop notesWeek 1
DesignWireframes + visual design reviewWeeks 2–5
DevelopmentBuild + CMS setupWeeks 6–7
LaunchQA + deployment + handoverWeek 8

Payment Terms

50% deposit ($7,800) due upon signing. Balance ($7,800) due upon project completion and client sign-off. Late payments incur a 2% monthly fee.

Pending client approval
Approval History
Team Member approved
Pending review
Via client magic link
Sent for review
Mar 30, 2025 · 11:20 AM
v2 · minor edits
Client Notes
"Looks great — the payment terms are exactly what we discussed. Happy to proceed."
— Awaiting sign-off
Intelligence
Brand Memory & Client Memory
Logo
Upload your logo to preview
— no logo uploaded yet
Brand Colours
Primary / Accent
Secondary
#0A0A0F
Background
Tone of Voice

These tone chips are applied to every AI-generated document. Click to toggle.

Professional
Technical
Confident
Friendly
Bold
Conversational
Authoritative
Empathetic
Default Services
No services saved yet — add them in onboarding or edit above.
Social Media Management (inactive)
Email Signature
Clients (5)
Team Member
Your Client
Your Client
Agency A
Team Member
Your Client
James Okello
Your Client
Lena Shaw
Sola Skincare

Team Member

Your Client · Health Technology · San Francisco, CA

Active Client
Client Details
Industry: Health Technology
Projects: 2 total · 1 active
Last contact: 2 days ago
Preferred tone: Professional, credible
Payment pref: Milestone-based
Notes

Sarah prefers detailed scopes and milestone-based payment. Usually takes 2–3 days to review proposals. Decision-maker but checks with her CTO on technical scope. Responds well to data-backed design rationale.

Project History
Website Redesign 2025 — Awaiting Client
Started Mar 2025 · 6 deliverables · $15,600
Brand Audit — Completed
Jan 2025 · 3 deliverables · $4,200
Rate Card
Auto-applied to new quotations
Service
Type
Rate
Unit
Currency & Tax
Default Payment Terms
Account
Settings
Profile
AK
Your role
Change Password
Danger Zone
Export all data
Download all your projects, clients, and deliverables as JSON
Delete account
Permanently delete your account and all data. Cannot be undone.
Brand Settings
Professional
Technical
Friendly
Bold
Conversational
Team Members
Studio Plan: 3 seats (Admin + any combo of Manager / Member). 2 of 3 seats used.
AK
· You
Empty seat
Invite a team member
Current Plan
/month
Docs this month
Team seats
Invoice History
DateDescriptionAmountStatusInvoice
No invoices yet — they will appear here after your first payment.
In-App Notifications
Client approved a document
Instant in-app + email
Team member flagged a delay
Instant in-app + email
Task accepted or declined
In-app only
Client viewed proposal (magic link)
In-app only
Weekly project summary
Email every Monday
Product updates & tips
Monthly email
Connected Apps
Google Drive
Export deliverables directly to Drive
✓ Connected
Zoom
Auto-import recordings as briefs
Microsoft Teams
Auto-import meetings as briefs
Slack
Get notified on approvals & delays
HubSpot
Sync client data to your CRM
Notion
Sync deliverables to Notion pages

Built for Work on the Go

Every screen adapts to 375px mobile, with a bottom navigation bar, stacked layouts, and touch-optimized components.

Dashboard
AC
Good morning, Alex 👋
3 deliverables pending review
8
Active Projects
↑2
34
Deliverables
↑12
3
Pending Review
Recent Projects
your client
Website Redesign 2025
In Review 2h ago
Your Client
Social Media Launch
Draft 3d ago
Home
📁Projects
+
New
🧠Memory
Settings
Project Workspace
Your Client
Website Redesign 2025
4/6
Brief
Deliverables
Client
Team Member — Your Client
Goal
Modern website for healthcare providers — drive demo bookings.
Budget
Home
📁Projects
+
New
🧠Memory
Settings
Deliverable Editor
In Review
Project Proposal
Project Proposal
Your Studio × Client
Executive Summary

Thank you for the opportunity to partner with your client on your digital transformation initiative…

The Challenge

Your current website doesn't reflect the sophistication of your product…

✦ 3 AI suggestions available ↑ Tap to open
Home
📁Projects
+
New
🧠Memory
Settings
1 Intake
2 Review Brief
3 Documents
4 Send

How would you like to start?

Choose how to capture this client's requirements. You can always edit and fill in missing details in the next step.

Record / Import
Connect Zoom, Teams, Meet or upload a recording
Upload File
Audio file, transcript (.txt, .docx, .pdf)
Paste Transcript
Copy/paste meeting notes or raw transcript
Type Manually
Fill in the brief fields yourself
Connect a meeting platform
Zoom
Microsoft Teams
Google Meet
or upload a recording
Drop your audio or video file here
MP3, MP4, WAV, M4A · up to 500MB
AI will extract client details, goals, budget, and timeline — you review & edit everything before generating documents.
Intake
2Review Brief
3Documents
4Send
Review brief details below
Edit any fields then continue
Client & Project
AI
AI
AI
AI
AI
Scope & Requirements
AI Extraction Summary
Summary will appear after AI processing.
Source Transcript

No transcript provided. To extract a brief from a transcript, go back and paste it on the intake screen.

Brand Memory Applied
Your brand tone Web Design rates Standard payment terms
Intake
Review Brief
3Documents
4Send
Your Studio — Your Services
Date: April 10, 2025
Ref: SOW-2025-041

Scope of Work

Your Client — Project
1. Project Overview
Your studio will design and develop a fully responsive website for your client, a B2B health-technology platform. The objective is to modernise the brand's online presence, improve visitor-to-lead conversion, and establish a scalable content architecture for ongoing blog updates.
2. Deliverables
Full website redesign across up to 12 pages
Mobile-responsive layouts for all breakpoints
CMS integration (Webflow recommended)
SEO fundamentals — metadata, sitemap, robots.txt
2 rounds of design revisions
Handover documentation and 30-day support
3. Out of Scope
Copywriting (client to supply), photography or image sourcing, hosting setup and ongoing maintenance, third-party application integrations not specified above.
4. Timeline
Discovery & Brief
Week 1
Wireframes & UX
Weeks 2–3
Visual Design
Weeks 4–5
Development
Weeks 6–7
QA & Launch
Week 8
5. Payment Terms
50% deposit due upon signing. Remaining 50% due upon project completion and sign-off. Late payments incur a 2% monthly fee. Change requests outside this scope will be quoted separately.
AI Suggestions
Strengthen section 1
Add a line about the client's target audience to reinforce alignment with their goals.
Missing: Acceptance criteria
Consider adding a clause defining what "approval" means at each milestone to prevent scope disputes.
Payment terms
Your Brand Memory shows your standard terms are 40/60. Current SOW says 50/50 — want to update?
Action completed
About ClientsForge

We got tired of great work buried in bad paperwork.

ClientsForge exists for one reason: the people who do the hardest creative work shouldn’t spend their weekends reformatting last month’s proposal. We’re building the proposal layer that turns a 30-minute client call into a polished, branded SOW, proposal, and quote — in 90 seconds.

Without ClientsForge
Write proposal2.1h
Scope of Work1.2h
Quotation0.5h
Total: 3.8 hours
With ClientsForge
SOW Proposal Quote Email
Total: 90 seconds
Beta
Now in early access
Building with our first users
4
Document types per brief
SOW, proposal, quote, email
90s
Brief to first draft
Down from a half-day of work
$0
To get started
Free trial, no card required

The people who do great work shouldn’t spend four hours on a proposal for it. That time belongs to the work.

— The reason we’re building this
Why we’re building this

The work deserves better packaging.

Every studio runs into the same wall. The work is great. The proposals describing it are tired copy-paste jobs from last month. Senior people end up doing junior-level paperwork at 11pm on Sunday because the proposal has to go out Monday morning.

The current generation of AI is finally good enough to fix this — not as a generic chatbot, but as a purpose-built system that understands your tone, your rate card, and your services, and writes proposals that actually sound like you wrote them.

That’s the bet. Make the boring part of agency life take 90 seconds, so the talented part gets the time it deserves.

What we’ve built so far
Three-AI council extraction
GPT, Claude, and Gemini cross-check each transcript so a single model’s blind spot doesn’t become yours.
Brand Memory
Your tone, your rate card, your service language — all baked into every document we generate, automatically.
Client share & approval
A clean approve / request-changes / decline flow on a beautiful share page — no PDF email chains.
Real-time client comments — coming soon
In-line revisions and threaded discussion on every shared document.
Built by

A product of The Red Circuits.

ClientsForge is built and operated by The Red Circuits Technologies — a small studio designing software that removes friction from how creative and consulting work gets sold and delivered. We work in public, ship in small steps, and listen hard to the people using what we build.

Visit theredcircuits.com
Principles

Four things we won’t
compromise on

01
Speed that earns trust
Every feature has to be meaningfully faster than doing it by hand. If it isn’t, we don’t ship it.
02
Output that closes deals
Every document should read like it came from a senior person on your team — not a template someone filled in.
03
Your data stays yours
We don’t train models on your briefs. We don’t sell your data. Your work belongs to you — always, unconditionally.
04
Small teams deserve enterprise tools
The solo freelancer should have the same infrastructure as a 200-person firm. That’s the gap we’re closing.

Want to see it in action?

Generate your first proposal in under 90 seconds — free, no card required.

The Product

Brief in.
Six docs out.

Not a general-purpose AI. Every feature was built around one question: what does someone running a client project actually need right now?

Generation preview
Live
Example Project · $18K
Brief submitted
Input
AI Engine · 48s
Proposal
Scope of Work
Quotation
Landing Copy
Social Captions
Follow-up Emails
All 6 ready for review
Core workflow

Three steps.
Brief to approved.

1
Feed it a brief
Fill a structured brief or upload your discovery call. Goals, requirements, and client context extracted automatically.
< 60s
2
AI does the heavy lifting
Six documents generated in parallel in under 60 seconds — customised to your brand voice, pricing, and client context.
3
Review, refine, ship
AI suggestions in the editor in real time. Share a clean client link. Get approval. Done.
Output

Six documents. Every project.

Generated from one brief simultaneously. Each is separate, editable, and shareable independently.

Project Proposal
Executive summary, approach, timeline, and investment — in your voice, for your client.
Scope of Work
What's in, what's out, milestones, payment terms, and change-order protection.
Quotation
Itemised pricing with line totals, built from your standard rates, adjusted per project.
Landing Page Copy
Hero, features, social proof, and CTA — ready to hand to a developer or paste into any builder.
Social Captions
Five platform-ready captions. Tone adapted per platform — LinkedIn, Instagram, X.
Follow-up Emails
A 3-email sequence — next-day follow-up, one-week check-in, closing nudge.
Built-in intelligence

The things that
make it feel like yours

Meeting Capture
Upload a recording or paste a transcript. Goals and requirements extracted automatically into your brief.
Brand Memory
Your tone, services, and rates stored once and applied to every project automatically.
Client Memory
Per-client notes and history. Returning client? Their context is already factored in before you start.
Approval Pipeline
Draft → In Review → Approved → Locked. Clients get a clean link — no login required.
Custom Branded Pages
Custom branding for share pages, full white-label exports, priority phone support.
PDF Export & Share
White-label PDF export. Client-facing share link showing only what you choose.
After the proposal goes out

What happens when your client opens it.

When you hit Send, your client receives a clean, branded share page — no PDF email chains, no attachment downloads. Three things they can do, all tracked back to your dashboard in real time.

Paste Transcript
Drop in the call notes — no formatting, no clean-up needed
AI Generates
SOW, proposal, quote, and email — all in your brand voice
Send Share Link
A branded page lands in the client’s inbox — no logins, no setup
Client Decides
Approve, request changes, or decline — you see it the second it happens
On the client’s share page

Three actions. One clean loop.

Approve
One click. The proposal is locked, the project status flips to Approved, and you get an email and dashboard alert. Ready to start work.
Request Changes
The client leaves a comment with what to revise. Status flips to In Revision. You regenerate from your dashboard, send the new version, repeat.
Decline
If the client passes, you get the reason in your inbox. The project moves to Declined — archived but searchable, ready to learn from.
Real-time client comments & revision threads are next on the roadmap — in-line annotations on every shared document.

See it in action

Generate your first client package in under 3 minutes — no card, no setup.

ct" class="screen np" style="overflow-y:auto">
Who It's For

Built for people who bill
for their expertise

If you propose, scope, and quote services to clients more than once a week — ClientsForge gives you hours of your life back.

Boutique Agencies
1–15 people
Freelancers
Solo operators
Solo Plan
Consultants
Premium advisors
Solo Plan
Creative Studios
Design & dev teams
Agency Plan
Boutique Agencies

Your whole team. One delivery engine.

Your team is stretched. You're winning new clients while delivering for existing ones. ClientsForge handles the documentation layer so your team can focus on the actual work.

Studio or Agency Plan
Team workspace
1–10 star priorities
Meeting Capture
Approval tracking
Live workspace
3 active
Website Redesign — Apex
4 of 6 deliverables
In Review
Brand Identity — Novex
6 of 6 deliverables
Approved
SEO Campaign — Meridian
1 of 6 deliverables
Draft
Freelancers

Stop spending Sunday on paperwork.

You're good at what you do. You're not good at spending Sunday evening rewriting last month's proposal with a new client name. ClientsForge generates your full professional package in minutes.

Solo Plan — from $29/mo
Brand Memory
Client Memory
PDF export
Client share link
Solo Plan
$29
per month
5 active projects
All 4 document types
Brand + Client Memory
PDF export & share link
14-day free trial
Consultants & Studios

Look like the firm. Work like a one-person team.

Your proposals need to command premium fees. ClientsForge generates detailed, executive-quality documents. Whether you're in consulting, branding, or architecture — Brand Memory adapts to your service language.

Solo or Agency Plan
ROI-framed proposals
Meeting Capture
Multi-engagement memory
Time comparison
Executive Proposal
vs 2.5h3 min
Full SOW document
vs 1.8h2 min
Follow-up sequence
vs 45 min1 min

Not sure which plan fits?

Start free and upgrade when you're ready. No credit card required.

Pricing

Simple pricing.
No surprises.

Start free for 14 days. No credit card. Upgrade when you're ready.

14
Day free trial
25%
Annual saving
Cancel anytime
Solo
$29
per month
For freelancers and independent consultants.
  • 5 active projects
  • All 4 document types
  • Brand Memory
  • Client share links & approval
  • PDF export
  • Email support
Most popular
Studio
$79
per month
For small agencies and growing teams.
  • 20 active projects
  • All 4 document types
  • Brand + Client Memory
  • Custom branding for share pages
  • Manager and Member roles
  • Meeting Capture + integrations
  • Priority support
Agency
$149
per month
For larger studios with multiple clients.
  • Unlimited projects
  • Everything in Studio
  • Up to 15 seats
  • White-label PDF export
  • Custom integrations
  • Dedicated onboarding
  • SLA support

Frequently asked

Do I need a credit card to start?
No. Your 14-day trial starts immediately. We only ask for payment when you upgrade.
What happens after my trial?
Your account moves to read-only — view deliverables but not generate new ones. Data kept for 90 days.
Can I switch plans anytime?
Yes. Changes at the next billing cycle, with pro-rated difference applied.
How does team pricing work?
Studio includes 5 seats. Agency includes 15. Client Viewers don't count as seats.
What AI model powers generation?
We use Claude by Anthropic. Your brief content is never used to train AI models.
Is there a deliverable limit?
Solo: 30/month. Studio: 100/month. Agency: unlimited. All 6 for one project counts as 6.

Ready to start?

14-day free trial. No card. Cancel anytime.

FAQ

Questions we get asked a lot

Do I need a credit card to start?
No. Your 14-day free trial starts immediately with no card required. You only enter payment details when you decide to upgrade.
What happens after the free trial ends?
You'll be prompted to choose a plan. If you don't upgrade, your account is paused — your data is safe and you can resume any time.
Can I switch plans later?
Yes, any time. Upgrades are prorated to the day. Downgrades take effect at your next billing cycle.
What counts as an "active project"?
Any project that's in progress — drafting, sent, or awaiting approval. Completed and archived projects don't count against your limit.
Is my client data safe?
Yes. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We never use your client data to train AI models. See our Privacy Policy for details.
Can I cancel at any time?
Always. Cancel from your account settings in under 30 seconds. You keep access until the end of your current billing period. No fees, no questions.

Still have questions? Talk to us →

Contact

We're real people.
We actually reply.

Product question, demo request, or just want to know if ClientsForge is the right fit — reach out. We reply to every message.

Live Chat
Mon–Fri · 9am–6pm GMT
Online now
Book a Demo
30 min with the founder
Pick a time →
Email
hello@clientsforge.in
< 24h
Studio & Agency customers
Priority responses within 4 hours
Send a message

We reply within 24 hours on business days.

Email directory
Generalhello@clientsforge.in
Supporthelp@clientsforge.in
Partnershipspartners@clientsforge.in
Presspress@clientsforge.in
Response SLA
All accounts< 24 hours
Studio & Agency< 4 hours
Team location
India · Remote-first
Available across all major time zones

Prefer to just try it?

No demo needed. Sign up free and generate your first deliverable in under 3 minutes.

AI Council
Three minds, deliberating…
Three models extract independently. We merge for accuracy.
Council Member 1
GPT-4o
Reading the transcript…
Council Member 2
Claude Sonnet
Spotting the client name…
Council Member 3
Gemini
Checking budget mentions…
Three minds, deliberating…
Powered by GPT-4o · Claude Sonnet · Gemini
⏳ Awaiting your review
📋
Project Proposal
Prepared by your team
Loading document…
Powered by ClientsForge