For agencies
Win the client. Get paid. Get back to work.
Cobrief gives you a complete client workflow: proposal, contract, signature, and payment in one place. Your work is professional. Your client process should be too.
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Every new client. Same scramble.
A new client should feel like a win. Instead it’s a scramble — cobbled-together proposal, PDF contract, chased signature, deposit that shows up whenever. And the whole time, your client is forming an impression of how you run things.
Proposal cobbled together every time
Start from a proven template in minutes
PDF contract lost in their inbox
Live offer tracked from send to signed
No idea if they even opened it
Know the moment they’re reviewing it
Signature chased over email for days
Client signs inside the same offer
Deposit arrives late — if at all
Deposit collected before work starts
Final invoice sent separately, chased manually
Invoice from the same place the contract lives
Looking scrappy when the client is deciding
Look established from the first send
One flow for every client engagement
Instead of stitching together five tools for every client, Cobrief gives you one clean flow — proposal, contract, signature, deposit, invoice — that works the same way every time. Built for service businesses that need to look sharp and get paid fast.
How it works
From first conversation to deposit in one flow
Every client moment, handled
- New client proposalSend a structured proposal your client can review, sign, and pay from — all in one place. Look established from day one, even if it’s just you.
- Project contracts and SOWsTurn a scoped conversation into a signed, paid engagement without the back and forth. Define the work, set the price, collect the deposit, and start.
- Final invoices and balancesWhen the project wraps, send the final invoice from the same place the contract lives. Client pays without confusion about what they owe or why.
- Recurring clientsDuplicate your best proposals and contracts for repeat work. Same flow, new project, minutes not hours.
Where deals go from offer to paid
