Proposals, projects, approvals, and invoices in one calm place — and a portal your clients actually like.
The delivery is never the hard bit. It's the threads, the versions, and the invoice you meant to send last week.
The yes you need is buried three replies deep, and you're not sure it ever came.
The work shipped Tuesday. The invoice is still a note-to-self on Friday.
Three files named final, final-v2, and final-REAL — and none of them are labelled.
The client asks for a status for the third time, and answering it is its own little job.
Here's a real engagement — the Brand refresh for Harlow & Pine, $6,800 — moving through Soloist, stage by stage.
The $6,800 brand refresh went out as a one-click proposal — scope, price, and a sign-here line.
Signed in the browser. No PDF round-trip, no printer, no waiting on a scan.
Logo, palette, and a one-page brand guide — tracked as deliverables, not as inbox threads.
v3 is with Harlow & Pine right now, waiting on one approval in their portal.
Final files export and land in the portal — dated, versioned, and easy to find later.
Invoice #SL-0142 sends on delivery, with a reminder if it drifts. Engagement closed.
One calm workspace for the parts that used to live in five apps and your memory.
Send scope and price as a link, get a signature in the browser, and start the moment it's accepted.
Each piece has a state — in review, approved — so nothing ships on a maybe.
Draft on delivery, send in a click, and let Soloist chase the ones that drift.
One link shows your client exactly where things are, what needs them, and what they owe.
Track ongoing clients and hours without a second tool or a spreadsheet.
“I used to send invoices whenever I remembered, which was late. Soloist drafts it the second I mark a project delivered, and the reminders do the awkward part for me. I'm getting paid about a week sooner without chasing anyone.”
“The portal is the thing. My clients stopped emailing 'any update?' because they can just open a link and see it — files, the invoice, what I need from them. It made me look far more organised than I actually am.”
Flat pricing, no per-client fees. Cancel anytime — your clients and files stay yours.
Enough to run a couple of clients properly.
For a fuller roster and ongoing work.
No. A CRM is a sales pipeline — leads, stages, follow-ups to win the work. Soloist starts once you've won it: the client's-eye view of the engagement and the machinery for getting paid. If you already live in a CRM, keep it; Soloist picks up where it leaves off.
No. A client opens their portal from a link — they can see the project, approve a deliverable, and leave feedback without signing up. They can create a login if they'd rather have one place to return to, but it's optional, never a wall.
Invoicing, yes: draft on delivery, send in a click, and automatic reminders on the ones that drift. Taxes, no — Soloist isn't your accountant. It gives you clean, itemised invoices and a record of what was paid; your accountant or tax software handles the rest.
Yes. Add each client, drop their active project onto the timeline at whatever stage it's really at, and share the portal link. There's no import ceremony — most people set up a live client in a few minutes and go from there.
They stay. Delivered files and past invoices remain in the project and its portal after it's marked paid, so both you and the client can find the final logo or that invoice from March later. You can archive a project to tidy your list without deleting anything.
One calm place for proposals, projects, approvals, and invoices — with a portal clients actually like.
Free for your first two clients