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PaloWorks

THE WORKSPACE FOR INDEPENDENT BUSINESSES

Your best work.
All in hand.

A little less admin. A lot more possibility.Projects, clients, agreements, and invoices—beautifully together. Built for freelancers and small studios.

Start free Explore the product

No credit card needed · 1 client, 3 live projects on Free

FROM FIRST BRIEF TO FINAL INVOICETake the tour
YOUR BUSINESS, IN VIEWSample project

NORTHLINE STUDIO / BRAND & WEB

Brand & website launch

In progress
September 2026
PROJECT VALUE$4,800Agreed scope
NEXT MILESTONEClient review22 September
THE BIG PICTUREAll togetherBrief → plan → invoice
HP Harbor & Pine · Brand refreshOne project. All the details.
Illustrative product previews with fictional sample data. Calendar and Gantt planning are included on Pro.
FOR THE BUSINESS BEHIND YOUR BEST WORK

Designers Photographers Consultants Small studios

A clearer day of client work

01

“What’s due next?”

See the work ahead.

With Pro, keep project phases and key dates in view, even when you’re juggling several clients.

02

“What did we agree?”

Keep the details together.

Find the brief, approved scope, revisions, and client conversation on the project.

03

“Has the client paid?”

Know where you stand.

See invoice status and outstanding balances without piecing together a spreadsheet.

AN EXAMPLE PROJECT

The same $4,800 job.
Two very different months.

One brand refresh, run from scattered threads, then from one project.

Before

Across DMs, docs and email

  • BriefBuried in Instagram DMs
  • Quoted rounds2
  • Actual rounds7
  • InvoiceSent three weeks late

Unpaid extra work40 hours

In PaloWorks

The same job, on one project

  • IntakeDay one
  • Scope2 rounds, locked
  • Round 3Billed as a change order
  • INV-1002Paid by card

Collected$4,800

Illustrative example · Fictional client and figures

01 / A GREAT START. A CLEAR FINISH.

Every detail connected.
Every next step clear.

The brief, the agreed work, the revisions, and the invoice stay on the same project. Watch a project come together, or choose a step to explore.

Interactive examples · Fictional sample project · Core workflow included on Free

Get the brief out of your inbox

Northline Studio

Client intake

NS
Client
Harbor & Pine
Job
Brand refresh
Due
25 Sep 2026
Rounds
2 included

Notes from the brief

A refreshed identity and a five-page website. A warm, natural palette and a clear way for customers to get in touch.

The link they opened · /intake/intake-ENdbQuYqwXs9KUXHj-e9A-K7xHU

THE CLIENT JOURNEY 01 / 04

02 / PLAN THE WORK

Know what’s due.
See what’s next.

When you’re juggling clients, your next deadline shouldn’t be a surprise. See the month ahead, then get into the details of each project.

YOUR MONTH · PRO

Keep every deadline in view.

See milestones, invoice due dates, revisions, and logged time together. Check what’s coming up without opening every project.

September 2026Month view
Sun
Mon
Tue
Wed
Thu
Fri
Sat
30
31
1
2
3
4Discovery complete
5
6
7
82h · Brand identity
9
10
11Identity milestone
12
13
14
15Invoice due · $2,400
16
17
18Design presentation
19
20
21
22Client review due
23
24
25Final delivery
26
27
28
29
30
1
2
3
Example calendar · Fictional data
YOUR PROJECT · PRO

Turn a big job into clear steps.

Lay out the phases on a Gantt chart. Adjust dates as plans change and track progress from discovery to final delivery.

Brand & website launchProject plan
Project phases
Sep 1Sep 8Sep 15Sep 22
Discovery & directionSep 1–4
Complete
Brand identitySep 3–11
In progress
Website designSep 9–18
In progress
Client reviewSep 18–22
To do
Final deliverySep 23–25
To do
Milestones, phases, and progress in one viewSeptember 2026
Example project plan · Fictional data

A clear plan for you. A shareable status link for your client.

Walk through a sample client project

03 / KEEP YOUR CLIENT IN THE LOOP

Make working with you
feel effortless.

Your client shouldn’t have to search their inbox to find the latest update. Give them a project link with the documents, messages, and deliverables you’ve shared.

  • A place to catch up on the project
  • A conversation that stays with the work
  • Shared documents they can open in their browser
Walk through a sample client project
Illustrative client portal · Fictional sample data
Illustrative invoice · Fictional sample data

04 / FINISH WITH A CLEAR NEXT STEP

You’ve done the work.
Make payment simple.

Send a professional invoice for a deposit or final balance. Your client opens a link, sees what’s due, and can pay by card when you connect Stripe.

  • Track sent, paid, and outstanding invoices
  • Download a PDF when your client needs one
  • Record approved extras with change orders

Invoicing and card payments are available on Free. Card and processing fees apply; see pricing below.

Start free

THE WHOLE RELATIONSHIP

From the first hello
to the final invoice.

Every client job follows the same arc. PaloWorks keeps each step on one project.

  1. Send an intake link. Goals, details and the deadline arrive in one place.

  2. Deliverables, revision rounds and price, approved by your client before work begins.

  3. Pro

    Lay out phases and key dates on a timeline you can adjust as plans change.

  4. One portal link shows your client progress, documents and what’s waiting on them.

  5. Invoice the deposit or the balance. Clients can pay by card once you connect Stripe.

Illustrative steps · Fictional sample project

See how a project comes together

OUR COMMITMENTS

Promises we keep,
in writing.

Each one is backed by our policies or by how the product works. Follow the link to check.

What you can check before you trust us

PaloWorks is new. There are no customer quotes on this page because there are no customers to quote, and a made-up one would be the first thing you couldn't trust us on. So here is the checkable version instead — every number below is a thing the product does, not a thing we measured.

  1. Intake
  2. Scope
  3. Contract
  4. Time
  5. Invoice
  6. Paid

One workspace covers the whole job, and nothing in that row is on a roadmap. Intake links, scopes, revision tracking, invoices, and card payments are on the free tier — capped at 1 client and 3 active projects. Pro is $4.99 the first month, then $19/mo, or $99 the first year, then $16/mo billed yearly. It lifts the caps and adds contracts, time tracking, calendar, reports, planner, intake templates, multiple tax rates, draft from intake, and api and assistant access.

8

documents your client can open without an account

Intake form, scope, agreement to sign, invoice, change order, statement of account, project status page, and a portal holding all of them — each a plain link that opens in any browser tab. The agreement to sign (Pro) is the only one that needs a paid plan.

0

client logins required

Nothing for them to install, no password to reset, no seat to pay for. You share a URL and they read it.

$0

PaloWorks fee on a client payment

No PaloWorks fee on client payments. Card or bank, you pay only Stripe's standard processing fees, and the money goes straight to your Stripe account.

JSON + CSV

ways your data walks out the door

One click in Settings exports the entire workspace as JSON. Clients, invoices, payments, and time entries also export as CSV.

Payments land in your Stripe account

You connect your own Stripe account. Card payments on your invoices are charged directly against it, so the money settles into your bank and your client sees your business name on their statement. It never sits in a PaloWorks balance, which means there is no payout schedule of ours for you to wait on, and we take no cut of the charge.

Leaving is a button, not a support ticket

Settings → Export returns one JSON file containing every client, project, intake, scope, contract, revision, time entry, invoice, line item, and payment in your workspace. No waiting period, no request form, no tier that unlocks it. Read what we do and don't claim on the security page.

PaloWorks is built, sold, and supported by Ferrier Industries LLC — a one-person company, under that name only.

No parent company, no reseller, no white-label. Whatever this page claims, the same one entity is on the hook for it.

A LITTLE STRUCTURE. ROOM TO GROW.

Start with one client. Make room as you grow.

Use the core workflow for free. Choose Pro for visual planning and unlimited projects, or Studio when you’re working as a team.

Free

$0

Run the core workflow with your first client, from brief to paid invoice.

  • 1 client, 3 live projects
  • Intake, scope, revisions, change orders, invoices
  • Clients can pay by card
Start free

Pro

Recommended
$4.99

first month, then $19/mo

Plan, sign, and track the whole job across every client.

  • Unlimited clients and projects
  • E-sign agreements, time tracking, calendar, Gantt
  • Client status links
Start Pro

Studio

$10.99

first month, then $49/mo

For small teams: shared seats and your branding on client documents.

  • Everything in Pro
  • 3 team seats
  • Document branding
See Studio

No PaloWorks fee on client payments — you pay only Stripe's standard processing fees, and the money goes straight to your Stripe account. 14-day first-payment refund. Figures above are monthly. Annual and Studio details live on pricing.

Feel good about your next step.

Start without a credit card

Try the core workflow with a real client on Free. Upgrade when you need more room or Pro tools.

Know the cost before you commit

No PaloWorks fee on client payments — you pay only Stripe's standard processing fees, and the money goes straight to your Stripe account. Downloading invoice PDFs is free.

Change your plan as you grow

Cancel from Settings. Your first Pro or Studio subscription payment has a 14-day refund policy.

Talk to the people building it

Support goes to the people who build the product. A person reads it and a person answers. There is no chatbot.

Ask us a question →

GOOD QUESTIONS. CLEAR ANSWERS.

A few things you might be wondering.

Is PaloWorks a good fit for my business?

PaloWorks is built for freelancers and small studios delivering project work for clients: designers, photographers, writers, consultants, and other service businesses. It brings the brief, scope, project plan, client conversation, and invoice together.

What can I do on Free?

Free includes one client, three live projects, with intake, scope, revision tracking, change orders, and invoices. You can connect Stripe and accept card payments. You do not need a credit card to create your workspace.

Are the calendar and Gantt chart included on Free?

Calendar and Gantt planning are on Pro and Studio, along with unlimited clients and projects, e-sign agreements, time tracking, and client status links. Pro is $4.99 the first month, then $19/mo, or $99 the first year, then $16/mo billed yearly. Studio ($10.99 first month, then $49/mo) adds three team seats and document branding.

Do my clients need to create an account?

Your clients can open the project and document links you share in their browser. They can submit an intake, review a scope, sign a shared agreement, or open an invoice without creating a PaloWorks workspace.

How do client payments work?

Connect your Stripe account to accept card payments, including on Free. No PaloWorks fee on client payments — you pay only Stripe's standard processing fees, and the money goes straight to your Stripe account. You can also download invoice PDFs and record payments received outside PaloWorks.

Are agreements signed in PaloWorks binding?

PaloWorks provides e-signature tools and keeps a signing record: the time, IP address, browser, and a fingerprint of the exact document signed. Whether a particular agreement is enforceable depends on its terms and the law where you and your client work. PaloWorks is not a law firm and does not give legal advice, so have a lawyer review your templates before important work.

Can I try it before moving my client work?

Yes. Explore the sample project from this page without adding your own data. Then start a free workspace with one client and see how the workflow fits your business.

What if a paid plan isn’t the right fit?

14-day refund of your first Pro or Studio subscription payment, in full. Email support@paloworks.com for help. You can cancel your subscription from Settings. After downgrading, existing work stays readable, and Free limits apply to new work.

Everything here is free to read

None of it asks for an account, and the counts below are the size of each library today.

Your next chapter.
Beautifully organized.

Start with one client. Bring the brief, the work, and the invoice together. No credit card needed. Pro is $4.99 first month, then $19/mo.

14-day first-payment refund

Start freeSee pricing