Proposals your clients sign online, invoices they pay online, and the hours in between. ProjectAgile keeps the back office of your service business in one calm place.
Access is by invitation while we're in beta.
Needs you
Customer portal
Pricing
| Service | Amount |
|---|---|
| Discovery & technical design | $3,500.00 |
| Build: portal and API | $18,500.00 |
Signatures
Maya Chen, Founder
October 8, 2026Dana Reyes, COO
October 9, 2026Proposals
Send a proposal your client opens from a link. They choose between your options, add the extras they want, ask you a question if they're not ready, and sign online. The moment they do, the deposit invoice is drafted for you.
One connected way of working
Your proposal shouldn't be the end of one process and the start of another pile of paperwork.
Put the work, the options and the price in a proposal your client reviews and signs online.
Each signed proposal becomes a project. Log time against it and watch its budget as you go.
The deposit and any monthly plan are drafted for you. Add tracked hours to an invoice in a click.
Clients pay by card or bank transfer from their invoice. Payments record themselves; reminders are one click.
Built around the way service businesses actually work.
Walk through the workflowTime and budgets
Log time against a project and see what it's adding up to. Give a project a budget in hours or dollars, or a monthly allowance of hours that rolls over, and know before a client does when you're close to it.
Used in October
16.5 h of 24 h
Example data. Hours over the allowance wait for you to bill them.
The back office, brought together
One place for what used to live across spreadsheets, templates, a time tracker and your inbox.
Options, add-ons, deposits and monthly plans, signed online by typing or drawing. A question from the client lands in your inbox.
A link to a clean invoice they pay by card or bank transfer, through your own Stripe account. Paid invoices mark themselves.
Late invoices turn overdue on their own. Send a polite reminder or nudge a proposal in one click, never more than every few days.
Log hours against the work, keep an eye on each project's budget, and bring billable time into an invoice.
Recurring invoices for retainers and ongoing services, and monthly hour allowances with rollover.
Connect Claude or another AI app to draft and edit proposals and invoices. Every change it makes is saved as a version you can restore.
Built around service work
A few useful answers
How ProjectAgile fits into your day-to-day work.
ProjectAgile is in private beta, so sign-ups are by invitation for now. Join the waitlist and we'll be in touch.
Join the waitlistSoftware consultants, freelance developers, dev shops and fractional CTOs: anyone whose client work starts with a proposal and carries on through a build, hours, support and invoices.
No. Whoever signs off on the work, a founder, a product lead or someone in accounts, opens the link you send, confirms their email address, and signs the proposal or pays the invoice. There's nothing to install and no password to remember.
By card or bank transfer (ACH), through your own Stripe account, which you connect in a few minutes. You choose which ways you take, and can cap card payments on large invoices. You can also record a cheque or a transfer by hand.
Yes. Put a client on monthly hours with rollover for maintenance and on-call work; hours over the allowance wait for you to bill them. Recurring invoices bill hosting, licences and fixed retainers on a schedule.
Set your tax rate, mark what's taxable (all of a line, or part of it), and the invoice shows clients how the tax was worked out. A sales tax report adds it up for filing.
Yes. ProjectAgile has an MCP server built in. Connect Claude or another MCP client and ask it to draft a proposal from your scoping notes or tidy an invoice. You confirm each connection once, signed proposals can't be changed, and every edit is saved as a version you can restore.
Sign in with a passkey, or a password plus an authenticator code. Every signature is kept for good with the exact copy that was signed.
From the first yes to the final payment
ProjectAgile is in private beta. Join the waitlist for a calmer back office.