Operations

The studio
runs from here.

Operations is the part of Plero that holds your clients, your projects, your contracts, and the portal clients return to. All connected. Up to date as the work moves.

Request founding accessSee pricing
What this is

The relationships, the work, the agreements — connected.

Operations is where the studio's connections live. Every client you've worked with, the people inside those clients, the projects in flight for them, the contracts that scope each one.

Click into a client and you see everything attached. Open a project and you see the contract, the invoices, the team, the activity. Open a contract and you see the project it scopes.

The answer to any operational question is one or two clicks away.

Clients & Contacts

Every client you've worked with. And the people you actually email.

Names, billing entities, the contacts inside each client, every project and contract attached. Search by half a name. Filter by status, by stage, by amount owed. The producer you email about Volta is one click from the Volta page she belongs to.

Click Arcline. You see the open balance, the active projects, the last touch — without searching.

Request founding access
Projects

Every engagement, kept current.

Budget, status, dates, the crew on it, what's been delivered against it. Each project rolls up into the client it belongs to and feeds the financial reports — so the numbers stay current with the work itself.

Open the project, you see the contract, the invoices, the team, and the activity in one view.

Request founding access
Contracts

Templates that pull from real client data.

Variables come from the client and the project. E-signatures live inside Plero. Renewal drafts pull from last year's contract. Every signed agreement is attached to the project it scopes — and to the invoices it generates.

Renewing Arcline? Start from last year's contract with this year's variables already filled.

Request founding access
Client Portal

Your name on the door. Your colors on the page.

The branded surface clients return to. The work in flight, the invoices outstanding, the contracts they've signed, the deliverables you've shipped. Your studio name. Your colors. A space that feels like yours, because it is.

One link your client bookmarks. Their work, their bills, their files — under your brand.

And Chloe

She works in here too — and reads from the same data Plero shows you.

Ask Chloe about a client, a project, or a contract and she returns the answer without you opening five tabs. Drafts the renewal. Finds the quiet projects. Pulls the activity for the last quarter.

See how Chloe works
On every Plero tier

Operations is part of the operating baseline.

Every Plero tier gives you the full Operations module. What changes higher up the ladder is who can read and edit it — and how many people across the studio have the access they need.

Launch$29/mo annual

Full Operations. Clients, contacts, projects, contracts, the branded portal, activity feed.

Open
Scale$59/mo annual

Same Operations as Launch — included at the same scope.

Open
UltraRecommended$99/mo annual

Same Operations, plus team management and per-role permissions for the people across the studio.

Open
The rest of Plero

Operations connects to everything else.

New work flows in from New Business. Money flows through Financials. Chloe reads everything Operations holds and answers in plain English.

New Business

The pipeline that catches every opportunity.

Lead capture, estimates, opportunity stages, and the deal flow that feeds the work Operations holds.

See New Business
See New Business
Financials

Invoices, reports, the money side.

Every contract turns into invoices, every project rolls up into the reports. The numbers stay current with the work itself.

See Financials
See Financials
Chloe

Plero's AI studio manager.

Ask about a client. Draft the renewal. Find the quiet project. Chloe reads from the same data Operations shows you.

Meet Chloe
Meet Chloe
Private beta — 2026

Move the studio into one place.

Founding creative teams are joining now. A short engagement to import the clients you already work with, the projects in flight, and the contract templates you actually use — then start running operations from inside Plero.

Request founding accessSee pricing