For creative agencies
Run your creative agency on retainers that invoice themselves
SetFlow gives full-service creative and design agencies a role-adapted workspace: turn a brief into a branded proposal, send estimates and contracts, and bill recurring fees with retainers that invoice themselves, every client in one branded portal.
Free for 14 days · No credit card required
Built around how you work
A workspace that knows you're an agency
Set up as a full-service creative or design agency and SetFlow adapts to you. Your getting-started band walks estimate, contract, invoice (the exact order a creative shop bills in) and your dashboard recommendations lead with sending a proposal, a contract, setting up a retainer, and an estimate. It's a role-adapted home, generated deterministically from your account type, not a generic dashboard you have to reshape.
- Getting-started band ordered estimate, contract, invoice
- Recommendations lead with proposal, contract, retainer, estimate
- A role-adapted home, not a generic dashboard
- Generated deterministically from your account type
Recurring revenue
Retainers that invoice themselves
Bill ongoing creative fees on a schedule and let SetFlow do the sending. Choose weekly, biweekly, monthly, or quarterly, and every cycle generates its own invoice automatically. Recurring revenue becomes something you set once instead of a task you chase at the end of each month, so retained work never slips through the cracks.
- Bill weekly, biweekly, monthly, or quarterly
- Every cycle invoices itself automatically
- Recurring creative fees on a fixed schedule
- Set the retainer once, not every month
From brief to signed
Proposals, estimates, and contracts in one place
Turn a client's brief into a branded proposal, then send estimates and contracts from the same workspace. Every document carries your studio's brand, so a client moves from proposal to estimate to contract inside one polished, on-brand experience, no scattered tools, no off-brand paperwork in the middle of a pitch.
- Turn a brief into a branded proposal
- Send estimates and contracts from one workspace
- Every document carries your studio's brand
- Proposal, estimate, and contract in one flow
Clients and cash flow
One branded portal, paid your way
Keep every client in one branded portal where their proposals, contracts, invoices, and retainers live together. Get paid by card, or record payments you collected manually, and track budget vs. actuals per category so every engagement protects its margin. Your clients see one polished, on-brand experience, not a scatter of email threads.
- One branded client portal for every engagement
- Get paid by card or record payments manually
- Budget vs. actuals tracked per category
- Proposals, contracts, invoices, and retainers together
Frequently asked questions
Set a retainer to bill weekly, biweekly, monthly, or quarterly, and each cycle generates its own invoice automatically. It's built for ongoing creative fees, so retained work invoices itself on schedule instead of relying on you to remember to send it.
Yes. Turn a brief into a branded proposal, then send estimates and contracts from the same workspace. The proposal, the estimate, and the contract all carry your studio's brand, so your client sees one consistent, on-brand set of documents from first pitch to final contract.
Clients can pay by card, or you can record payments you collected manually. You also get budget vs. actuals per category on every engagement, so you can see exactly where a project stands against its plan and keep each one profitable.
Yes. Set up as a full-service creative agency and your getting-started band runs estimate, contract, invoice, while your recommendations lead with a proposal, a contract, a retainer, and an estimate, the flow a creative shop actually runs, not a stills gallery workflow.
Every client lives in one branded portal that holds their proposals, contracts, invoices, and retainers together. It's a single, on-brand place for the whole relationship, so nothing lives in scattered email threads.
Ready to simplify your next production?
Set up takes minutes. Start with your very next inquiry and let the rest follow.
Free for 14 days · No credit card required