Clients
The studio's client record. Names, billing entities, contacts attached, projects attached, contracts attached, invoices attached, the full history in one view. Search by half a name. Filter by status, by stage, by amount owed.
Clients, contacts, projects, contracts, and the active engagements that tie them together — one record, kept current, visible to the people who need it. The work that runs the studio runs from here.
Operations is where the studio's relationships live. Every client you have worked with, every contact attached to them, every project in flight, every contract signed and every one in draft. Plero keeps one record per thing, kept current as the work moves through it. Your team sees the slice they need. Your clients see the branded portal that holds their work. Chloe reads across the whole record and returns what you ask.
The studio's client record. Names, billing entities, contacts attached, projects attached, contracts attached, invoices attached, the full history in one view. Search by half a name. Filter by status, by stage, by amount owed.
People at the client side. Decision-makers, accounting contacts, the producer you actually email. Each contact tied to its client. No more digging through email to remember who signed off on the last brief.
Every engagement the studio takes on. Budget, status, dates, assigned crew, the work delivered against it. Projects roll up into client history and feed the financial reports — so the numbers move when the work does.
Templates for your most common engagements. Variables that pull from the client and the project. E-signatures inside Plero. Renewal drafts that pull from the previous year. Every signed contract attached to the client and the project it governs.
The branded surface your clients return to. Their work in flight, the invoices they have, the contracts they have signed, the deliverables you have shipped. Your studio name, your colors, your domain. Not somebody else’s software with a tenant flag.
The studio's running log. Who edited what, when. When a contract went out, when an invoice cleared, when a project status changed. The audit trail your accountant asks about — and the answer to “what did we do for them last quarter?”
“Find Arcline's open balance, active projects, and the last touch.”
She returns the client record with the unpaid invoices, the projects in flight, and the most recent activity entry — assembled in one answer.
“Draft the renewal contract for Arcline at the same scope as last year.”
She picks the template, pulls the variables from the last contract on file, and queues the draft for your review.
“Find every project that has been quiet for more than two weeks.”
She returns the project list with the last-activity dates and the people on each — ready for the follow-up.
$29/mo annual
Everything above is included. Clients, contacts, projects, contracts, client portal, activity feed — the operational baseline.
$59/mo annual
Includes everything in Launch.
$99/mo annual
Includes everything in Launch, plus team management and permissions so multiple people across the studio can read and edit with the right access scope.
Founding studios 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 — and start running operations from inside Plero.