Now
Live today
Branded client portal
Your logo, colours and fonts across a portal clients log into with one click, no password.
Proposals → contracts → invoices
The full paperwork flow with built-in e-signatures, all in one place.
Accept, sign and pay in one sitting
Send one private link with an access code. Your client accepts the proposal, signs the agreement and pays — on a single screen.
Live project timeline
Stage-by-stage progress, upcoming steps shown early, and a clear "waiting on you" list. Key dates for shoots, launches and intensives.
Workload forecast & capacity checker
See how full each month is, and get a straight answer to "can I take this on?" before you say yes.
Income forecast
Month-by-month and quarterly: what's already in, and what's still expected.
Get paid, your way
Card payments via Stripe, or your own bank transfer, a payment QR (PayNow, Venmo, Wise…) and pay-online links. No cut taken on what you invoice.
Proofing cycles
Draft → review → revise, with the next task created for whichever of you it's waiting on. Clients pin comments right on the work, and every round is counted per deliverable — so scope creep can't sneak in.
Retainers
Ongoing monthly income and hours, billed with a proper invoice when you want one.
Leads pipeline
A drag-and-drop board for enquiries before they're clients — follow-up reminders, searchable tags, and a per-lead activity log. Send proposals early; everything carries over when they say yes.
Embeddable enquiry forms
Build as many branded enquiry forms as you like — each with its own link and embed code. Submissions drop straight into your pipeline, tagged so you know which form they came from.
Contact history & internal notes
Every client keeps a running timeline — calls, meetings and the emails you send, logged automatically. Plus private internal notes with room to upload meeting transcripts, kept just for you.
Paste-a-link deliverables
Drop in your Pixieset / Dropbox / Drive link, held until you release it. Chord hosts nothing.
Booking calendars
Bring your own scheduler and place it exactly where it belongs — inside a task, or as a portal tab.
Automations
Simple when → then rules, so the routine admin happens without you.
Templates & setup wizard
Set your process up once and every new project starts correct. Tell Chord your field and it seeds the rest.
Category tags
Group your work your own way — branding, web, strategy — for a clearer picture of where it goes.
Pick your heading font
A curated set of heading fonts, so the portal sounds even more like you.
Reports
Income received and hours committed over any date range, with monthly and quarterly averages, a colour-coded breakdown by project type or category, your effective hourly rate, and CSV / PDF export for your accountant.
Learn to use Chord
A built-in guide hub — a six-step setup checklist plus step-by-step walkthroughs for every part of your workflow, right inside the app.
Built-in scheduling
Your own meeting types, weekly availability and buffers — clients book a time in their own timezone, on a page branded as you. No third-party scheduler needed.
Google Calendar sync
Connect once: the times you're busy on Google block off automatically, and every confirmed booking writes straight into a dedicated calendar in your account — reschedules and cancellations kept in sync.
Send from your own domain
On Pro, client emails go out from your own address — you@yourstudio.com — once you verify your domain. Deliverability handled for you.
Money autopilot
Invoices that chase themselves: an optional heads-up before the due date and gentle nudges after, on days you choose, worded by you. Off by default, off per-invoice, and every send lands in your outbox.
Workflow sequences
Multi-step journeys that run themselves — a trigger enrols someone, then each step fires in order: send an email, wait a few days, send a form, nudge yourself. See who's at which step, and pause or remove anyone.
Your own email templates & snippets
Reusable emails your sequences can send, and little text snippets — bank details, a booking link, your sign-off — you drop into any email.
Clients at scale
Import your list from CSV, search and sort, tag freely, build saved views with conditions, and act in batches — tag, merge duplicates, archive or convert many at once. Every destructive action confirms and can be undone.
Booking intake questions
Attach a form to any meeting type and the questions are asked at booking — by clients and by strangers on your public link. Answers land on the booking, and on the lead a new booker automatically becomes.
Year-on-year comparison
Every income report shows the same period last year and the change — so you can see whether this quarter was actually heavier.
International invoicing
Retitle your invoice documents ("Tax Invoice" for Australia), full dates on the document, and your choice of date order across the app.
Next
In build, coming soon
Lawyer-reviewed contract clauses
In progress: every starter clause in the contract library, reviewed by a practising lawyer — so the wording you send is wording you can stand on.
Accountant-approved income reporting
In progress: the income report and invoice register checked line by line with an accountant — cash vs invoiced, tax collected, gapless numbering — so tax season is a download, not a scramble.
Partner lawyers & accountants
In progress: partnerships with trusted lawyers and accountants who work with solo founders — people who understand studio life, ready to advise when you need a human, not a template.
Zoom integration
In progress: confirmed video meetings get a Zoom link generated automatically — no copy-paste, no manual setup.