Services
Retainers and recurring work
Keep recurring services, monthly fees, and ongoing client work visible before they become invoices.
Capabilities
The deeper modules that make Plero useful.
Contracts, estimates, approvals, signatures, services, invoices, and the handoffs between them. The parts of the business where details matter because clients see them.
Why this page exists
The headline modules tell the story. The deeper modules do the work.
Operations, New Business, Financials, and Talent OS are the big rooms. Inside them are the high-leverage tools creative companies use every week: the contract that protects the work, the estimate that prices it, the services that repeat, and the invoice that gets paid.
Plero is built so those tools do not live as isolated templates. They inherit the client, the project, the people, the rates, the dates, and the history around them.
Less copy-paste. More work moving forward.
Contracts
Contracts that start from the work in front of you.
Build from templates, variables, linked clients, linked projects, and signature fields. Send the contract from the same system that knows who the client is and what work is being protected.
Templates, clause blocks, variables, and linked project context.
Signature fields and client-facing signing pages.
Status for draft, sent, viewed, signed, expired, and voided contracts.
Estimates
Estimates built from real numbers.
Scope the work, pull from the rates you actually use, organize the sections, and send an estimate that can become the project when the client approves it.
Sections, line items, day rates, fixed fees, and markup.
AI-assisted estimate review before anything goes to the client.
Accepted estimates connect cleanly to projects and invoices.
Client-facing work
The pages your clients see should feel as considered as the work itself.
Public estimate previews and contract signing pages are part of the product, not an afterthought. Clients can review, approve, sign, and move the work forward without being sent through a messy chain of tools.
More depth
The useful parts are connected to the rest of the company.
A contract is not just a PDF. An estimate is not just a price table. A service is not just a monthly charge. Plero keeps each piece close to the client, project, and money around it.
Chloe across capabilities
Ask her to help with the details you usually have to remember.
Turn call notes into the first estimate draft.
Review an estimate for missing line items, old rates, and stale dates.
Find the contract for a client and summarize the status.
Create the invoice from approved work without rebuilding the details.
Private beta 2026
Give the details somewhere to live.
Founding creative companies are joining now. Bring over the clients, contracts, templates, rates, and past work you already have, then run the next project from one place.