7-day free trial on every plan
From brief to live, in one place.
without the spreadsheetsemail chasesguessworkmonth-end scramble
The client and campaign operations platform for freelancers and small agencies. Take in briefs, run campaigns, get client approvals, and track scope against every retainer.
- Briefs
- Campaigns
- Approvals
- Retainers
- Invoices
- Client portal
- Access register
The reality
Most small agencies run on duct tape.
Briefs in WhatsApp, retainers in a spreadsheet, approvals buried in reply-all threads. Client operations turn into constant admin.
Briefs arrive by email, WhatsApp and forms.
Assets, links and KPIs end up scattered across three threads and a pile of attachments.
No standard brief structureRetainers live in a spreadsheet nobody updates.
Teams over-deliver because nobody noticed the client used up their scope weeks ago.
Scope creep is invisibleApprovals get lost in reply-all threads.
“Looks good!” from one stakeholder collides with a revision request from their director two days later.
No record of who said yesInvoices get built by hand at month end.
Rebuilding what was promised versus what ran eats the last two days of every month.
Slower cash flow
The fix
One workspace for every client, brief and sign-off.
brieftolive replaces the spreadsheets, inbox threads and chat groups with one place where work comes in, gets done, gets approved and gets billed.
Explore all features- Brief intake
Briefs arrive complete
Branded intake forms ask the right questions for each type of work, so nothing gets lost in a thread.
- Campaigns
Work moves on one board
Split each campaign into lines per platform, assign owners and track every task to done.
- Approvals
Clients sign off in a portal
Every approval and revision request is recorded with who said it and when.
- Retainers
Scope you can see
Know how much of each retainer is used before you over-deliver, not after.
- Invoices
Billing without the rebuild
Invoices pull from the retainer and carry your own payment link. Clients pay you directly.
- Access
Know who can access what
Roles for your team and clients, plus a register of account access that never stores passwords.
Who it’s for
Built for how you work.
Set up for solo operators, client-funded agencies, in-house marketing teams and enterprises.
Freelancers
One place for every client, brief and invoice. Stop switching between tools and show up like an agency.
- Single-operator dashboard
- Client intake and review portal
- Invoices with your own payment link
Agencies
Retainers, approvals, invoices and margin, kept separate for every client. Priced by the number of clients you manage.
- Scope meters on every retainer
- Owner, Co-owner and Member roles
- Strict separation between clients
In-house teams & enterprises
For in-house marketing teams and large enterprises. Take briefs from stakeholders across the business, track campaign budgets, and skip invoicing entirely. Priced per seat, billed yearly.
- Stakeholder brief intake
- Budgets instead of retainers
- No invoicing to switch off
Principles
Clear rules, no middlemen.
No artificial complexity, no dark patterns, and nobody standing between you and your money.
Your money stays yours
Invoices carry your own payment link (Stripe, PayPal or bank details). Clients pay you directly and we take no cut.
No passwords in our system
The Access Register records who on your team has access to which client accounts. We never store passwords or tokens.
Private by default
Individual hours, internal comments and margins are never shown to clients, and financials stay with the workspace owner.
- 4roles: Owner, Co-owner, Member and Client
- 0client passwords ever stored
- 0%taken from your client payments
Is there a free trial?
Yes. Every plan starts with a 7-day free trial with every feature switched on. A card is required to start, and you can cancel before day 7 at no charge.
Do you handle my clients’ payments?
No. Invoices carry your own payment link, and clients pay you directly. brieftolive never touches the money.
Can clients see my internal costs?
Never. Clients see deliverables, brief status and invoices. Hours, rates, margins and internal comments stay private.
Start today
Run your next campaign from brief to live.
Briefs, approvals, retainers and scope in one calm workspace, built by a digital marketer for digital marketing teams.
- 7-day free trial
- Card required to start
- Cancel anytime