The product

Everything your studio needs. Nothing it doesn't.

Workpost covers the full lifecycle of client work — from the first proposal to the final invoice. One connected system, not seven disconnected tools.

ProposalPortalProjectInvoice
Proposals

The thing that makes studios sign up.

Build proposals from section blocks, pick one of three visual themes, and let AI turn a rough brief into a structured scope. Share a live link, watch when it's opened, and the moment a client clicks accept — their project and portal are created for you.

Section blocks3 themesAI brief → scopeView trackingOne-click acceptAuto project creation
// Public proposal · switch theme
Fieldnote Studio● Opened 2 days ago
Proposal · February 2026

Brand Identity System
for Marlow Coffee Co.

Prepared for
Hannah Marlow, Founder
Prepared by
Fieldnote Studio
Valid until
28 Feb 2026

The investment

Brand strategy & positioning workshop
Half-day session, audit & territory
£3,200
Logo & identity system
Primary mark, secondary marks, type & colour
£5,400
Brand guidelines
28-page usage document
£2,800
Packaging design — 3 SKUs
Retail bags, cans, gift box
£4,600
Total investment
£16,000
50% deposit on accept · Project & portal created automatically
Client management

Every relationship in one place.

A client portal for every account, a deal pipeline built for how studios actually sell, and a CRM that keeps contacts, history, and health in one view — so you always know where things stand.

Client portalDeal pipelineCRM contactsClient healthActivity feed
marlow.workpost.app

Marlow Coffee Co.

Brand Identity System · Fieldnote Studio
On track
OverviewFilesMessagesInvoices
Milestones
Strategy workshop12 Feb
Identity concepts26 Feb
Guidelines draft14 Mar
Packaging delivery28 Mar
Outstanding invoices
#INV-0043Due 28 Mar
£10,488
#INV-0042Paid 11 Mar
£8,000
Recent activity
Fieldnote shared Concepts v22 hours ago
Hannah approved the type directionYesterday
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Marlow Coffee
£16,000 · Brand identity
Acceptednow
Projects & delivery

The work, connected to the client it's for.

Every project opens with the scope from the accepted proposal already in place. Track deliverables and tasks, log time against the budget, keep documents and conversations in one workspace, and watch the schedule — not your inbox.

Project workspaceTasks & deliverablesTimesheetsDocumentsCommunicationSchedules
app.workpost.app/projects/marlow-identity

Marlow Coffee — Brand Identity

From accepted proposal · Due 28 Mar 2026
In progress
8 of 13 tasks done62%
Strategy workshop & auditJF12 Feb
Moodboards & territoryAS19 Feb
Logo concepts — round 1RP26 Feb
Guidelines — typography sectionJF14 Mar
Packaging — retail bag dielinesRP22 Mar
Final handoff & asset exportAS28 Mar
Client
CompanyMarlow Coffee
ContactHannah M.
Budget
Scoped£16,000
Logged£9,920
Margin38%
This week
Hours22.5
Due2 tasks
Billing & finance

Money that ties back to the work.

Generate invoices straight from your scope and tracked time. Track expenses, see true project profitability, sync to Xero, and take payment through Stripe Connect — without ever leaving Workpost or guessing what to charge.

Invoicing from scopeExpense trackingProject profitabilityXero integrationStripe Connect
app.workpost.app/invoices/INV-0043

72 Mare Street, London E8
studio@fieldnote.co

Invoice
#INV-0043
Billed to
Marlow Coffee Co.
Due
28 Mar 2026
DescriptionAmount
Logo & identity systemFrom accepted scope£5,400
Brand guidelines28-page document£2,800
Additional studio time4.5 hrs @ £120£540
Subtotal£8,740
VAT (20%)£1,748
Total due£10,488
app.workpost.app/finance
Profitability · Q1 2026
£42,180 + 38% margin
Healthy
Revenue
£68,400
Costs
£26,220
By project
Marlow Coffee£16k
Halcyon Hotels£24k
Greenhouse£11k
⟳ Synced to XeroStripe Connect
Automations

Set up once, run forever.

Build workflows from event triggers and chained actions, or start from a template. The everyday admin — creating projects, sending welcomes, raising deposit invoices — just happens.

Automation · Active
WHEN A proposal is accepted
THEN📁Create project from scope
THEN🚪Spin up the client portal
THEN✉️Send the welcome email
THEN£Raise the 50% deposit invoice

See the whole thing in action.

Get started now — your first proposal can be live this afternoon.