For freelancers

Direct clients, agency work,
one clean ledger.

Plero keeps the two sides of a freelance career straight: who pays, who the work is for, what brand it belongs to, and what is still outstanding.

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What this is

Freelance work runs through different kinds of relationships.

A direct client is simple. Agency-routed work is not. The agency may be the bill-to while the brand is the actual work. Most tools flatten that difference.

Plero keeps the bill-to, end client, project, invoice, and revenue picture connected so year-end totals tell the truth.

Two kinds of clients inside one clean system.

Client types

Direct, agency, via agency, kept distinct.

Mark each relationship once and Plero routes projects and invoices correctly from there. The agency gets billed, the brand stays attributed, and reports keep both visible.

Add Canyon Labs as via agency through Harthouse. The invoice goes to Harthouse; the work stays attributed to Canyon.

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Projects

Retainers, one-offs, and phased work together.

The same system can hold a monthly art direction retainer, a one-off launch kit, and a phased identity build without turning your books into a puzzle.

Open the second Canyon project this year and reuse the agency, rate, and brand attribution from the first.

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Chloe in the work

Ask Chloe inside the same Plero shell.

The chat is not separate from the system. It reads the same client work, money, scope, and team context shown on the page.

Chloe
For Canyon Labs through Harthouse, what do I invoice and how do I attribute it?
search_clients0.3s
Canyon Labs is the active brand work, with $6,800 still open and a $24,000 Via-Agency Brand Sprint estimate submitted. Harthouse stays visible as the agency context instead of getting flattened out.
Agency contextHarthouse Agency
ClientCanyon Labs
ProjectCanyon Labs Identity Sprint
EstimateVia-Agency Brand Sprint - $24,000
BillZoe illustration set - $1,040 approved
Draft invoiceCanyon Labs sprint with Harthouse contextPreserves the agency path, brand project, approved cost, and open balance.
I would draft the invoice against Canyon Labs, reference Harthouse in the note, and keep Zoe's approved illustration cost attached to the sprint.
Ask Chloe...
Invoices

The right bill-to every time.

Direct projects invoice the direct client. Agency-routed projects invoice the agency. The PDF, payment status, and revenue attribution all follow the project setup.

Send the April concept invoice to Harthouse for the Canyon Labs work with the PO and brand already attached.

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Reports

See revenue by payer and by brand.

Know how much came direct, how much came through agencies, which brands keep returning, and who is slow to pay.

Pull this quarter: direct work is up, agency revenue is steady, and two agencies are still slow to pay.

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The win graduates

The signed contract turns the pitch into booked work.

The deal — pipeline, estimate, contract — lives in New Business until the signature. Then the engagement graduates into Projects with its whole story: the agency path, the approved scope, the rate history. Nothing re-enters. Nothing starts blank.

The Canyon Labs contract signs and the sprint becomes a project with Harthouse attribution, the approved estimate, and last year’s rate already in place.

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The tier

Most freelancers start on Launch.

Launch includes the client, project, invoice, portal, report, and Chloe baseline. Scale opens larger bidding and deeper analysis. Ultra is there when hiring help becomes normal.

Billing cycle

Save up to $240/yr

Full pricingCompare features

The won work

Launch

For freelancers and small creative companies running the work they have won — clients, projects, contracts, invoices, and the portal clients return to.

$29/mo

Billed annually

Included at this tier

Client Portal

ClientsProjectsInvoicesContractsClient PortalChloe

Best for: Small creative companies delivering won work and getting paid.

Client and contact management with branded portal
Project tracking with budgets and status
Professional invoicing with PDF downloads and manual payment tracking
Contract templates and e-signatures
Expense and service tracking
Recommended

New business

Scale

For creative companies pitching new work: leads tracked in the pipeline, estimates priced from real numbers, approvals through the client portal.

$59/mo

Billed annually

Included at this tier

Pipeline + Estimates

Everything in LaunchPipelineEstimatesEmail brandingMore Chloe usage

Best for: Active creative companies pitching and scoping new business.

Pipeline and opportunity tracking
Estimates with bid templates and Chloe review
Estimate sharing, revisions, and approvals through the client portal
Estimate-to-project workflows
Estimate-to-invoice conversion

Talent OS

Ultra

For creative companies that bring freelancers, collaborators, or part-time talent into the work every month.

$129/mo

Billed annually

Included at this tier

Talent OS

Everything in ScaleTalent OSUnlimited contractorsFull Chloe usage

Best for: Creative companies with a recurring roster of freelancers, collaborators, or part-time talent.

Unlimited contractors, no per-seat fees
Contractor onboarding and profile management
Assignments and project allocation
Branded talent portal that matches your company
Contractor invoices and bill management
Time tracking and document management
For your work

Different company shape, same operating core.

For your work

Photographers

Plero keeps the whole photography company in one place: clients, usage terms, day rates, retouching, invoices, and the people who help deliver the work.

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For your work

Small shops

Plero keeps small shops organized around how the work actually moves: discovery, concept, system, application, retainer, handoff, collaborator.

See how Plero fits
For your work

Agencies

Plero gives independent agencies one place for work in motion: pipeline, estimates, projects, producers, contractors, invoices, and margin.

See how Plero fits
For your work

Production companies

Plero keeps production companies organized around the actual job: estimate, client, crew, vendors, deposits, invoices, approvals, and wrap.

See how Plero fits
For your work

Content shops

Plero gives content shops one place to run the cadence: scopes, recurring services, approvals, contractors, invoices, and client reporting.

See how Plero fits
For your work

Digital creators

Plero gives creator-led studios one place for the business around the audience: sponsors, content packages, launches, collaborators, invoices, contracts, and reporting.

See how Plero fits
For your work

Motion teams

Plero keeps motion and post-production teams organized around the delivery path: estimate, phase, revision, specialist, approval, invoice, and profit.

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For your work

Experiential companies

Plero keeps experiential companies organized around the live moment and everything around it: estimate, venue, vendor, crew, deposit, invoice, and wrap report.

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Questions

What freelancers ask before they move into Plero.

Specific answers for this kind of work, so the page is useful before anyone starts a trial.

Can I migrate without turning my freelance admin into a huge project?

Yes. Plero supports CSV/XLSX migration with mapping, validation, and review before import. Freelancers can start with the data that matters most: clients, agency relationships, projects, invoices, contracts, and contractors if you hire help.

What can Chloe do for a freelancer?

Chloe can answer questions from your actual client and invoice history: who still owes you, which agency pays slowly, what work came through a brand, or what should go into a draft estimate. She is useful because direct work and agency-routed work stay distinct in Plero.

Can I use Chloe from Claude or ChatGPT?

Yes. Connect Plero to compatible AI clients such as Claude, ChatGPT, Cursor, and Codex. If you already think through work in one of those tools, Plero context can come with you while the business stays organized in Plero.

Is Plero too much software for a solo freelancer?

Launch is intentionally focused for solo operators: clients, projects, contracts, invoices, reports, and Chloe without forcing a team workflow you do not need. Scale and Ultra are there only if larger bids or collaborators become normal.

The soft landing

Two minutes to a running studio.

Name your studio, set your invoice and signing identity, activate Chloe, make your first move — a two-minute setup wizard, then four hands-on Meet Chloe missions that put her to work on your real data.

You don’t configure Plero. You step into it.

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Free trial

Bring over the clients, agencies, projects, and open invoices.

Start a trial with real direct work, agency work, rate cards, and open invoices so the business side of your freelance work has one place to live.

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