The complete client
workflow for video producers.
From the first intake brief to the final invoice — FirstSlate handles your entire client pipeline so you can focus on the work, not the admin.
Good afternoon
Meridian Studio
12
Projects
8
Clients
5
Proposals
Q3 Brand Anthem
Apex Creative
Product Launch Film
Vanta Labs
Annual Report Video
Stratos Co.
Total Invoiced
$48,200
Outstanding
$12,500
< 15m
Setup time
5 steps
Full workflow
100%
Your branding
$0
To get started
The workflow
Brief to invoice in five steps.
One continuous workflow — no spreadsheets, no scattered email threads, no chasing clients for information.
Add your client & create a project
Set up a client profile and attach a project. FirstSlate keeps every engagement organised in one place.
Send the intake brief
Generate a branded magic link and send it. Your client fills out a guided questionnaire — no account, no friction.
Review the producer report
Receive a detailed report with automated risk flags — budget vs. deliverables, audio vs. location, deadline vs. asset volume.
Send a proposal with pricing tiers
Build a branded proposal with up to three packages. Your client selects a tier and accepts — all online.
Generate & send the invoice
Turn the accepted proposal into a professional invoice in one click. Mark it paid when funds arrive.
Everything included
Built for how producers actually work.
Every tool in your client workflow, connected — no duct tape required.
Intake Briefs
Guided questionnaires that capture budget, deliverables, location, timeline, and audience in minutes.
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Proposals & Pricing
Multi-tier proposals with scope checklists. Clients select a package and accept — no PDFs, no back-and-forth.
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Invoicing
Auto-generated invoices from accepted proposals. Send, track, and mark paid — all from your dashboard.
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Client CRM
A full contact and project history for every client. Never lose track of a conversation or scope change again.
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Studio Branding
Your logo, brand color, tagline, and contact info applied to every client-facing document you send.
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Automated Risk Flags
FirstSlate cross-references budget with deliverables and flags contradictions before they become problems on set.
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What producers say
Built by producers, for producers.
“FirstSlate actually cut our pre-production kickoff phase by a full week. Clients love the easy intake links.”
Alex Morgan
Creative Director
“I used to spend days chasing clients for project details over email. Now they fill it out in 10 minutes and I have everything I need.”
Jordan Lee
Freelance Producer
“The risk flag system alone paid for the subscription. Caught a budget-deliverable mismatch before I ever quoted the client.”
Sam Rivera
Studio Owner
Pricing
Start free. Scale when you're ready.
The Free plan covers everything you need to get your first clients onboarded. Upgrade when your business grows.
For freelancers ready to scale.
- Unlimited projects
- Unlimited clients
- Unlimited proposals
Pro and Studio plans coming soon. Sign up free now and upgrade when they launch.
Have questions about what's included? Read our FAQ →
Ready to streamline your client work?
Set up your studio in under 15 minutes. Send your first brief today — free, forever.
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