/00Features

Nine modules. One workflow. Zero tab-switching.

From the first lead to the final invoice, Workraft handles the entire arc of a freelance project — with all your data in one place.

/01Client CRM/02Proposals & Contracts/03Invoicing & Payments/04Project Management/05Scheduling/06Client Portal/07Automations/08Dashboard & Reports/09AI Contract Helper

/01

Client CRM

Every client relationship organized — contacts, deals, activity, reminders — so nothing falls through the cracks.

  • Contacts with custom fields and tags
  • Visual deals pipeline with drag-to-move stages
  • Log calls, emails, meetings inline
  • Reminders and follow-up nudges
app.workraft.dev / Clients
W
Workraft
Dashboard
Clients
Proposals
Invoices
Projects
Schedule
Portal
Automations
Contacts
Pipeline
Activity
Lead
$8,2005
Soft Goods Co
Anderson Bakery
Mika Yoga
Proposal sent
$24,6004
Acme Studio
Greenline
Luma Tea
Negotiation
$12,0002
Nomad Works
Field Notes
Won
$41,4007
Pixel Co
Craftside

/02

Proposals & Contracts

Win more work with polished proposals, then lock it in with legally sound contracts — all inside Workraft.

  • Branded proposals with line items + totals
  • Track views, time spent, and acceptance
  • Auto-generate contracts from accepted proposals
  • Built-in e-signing — no DocuSign tab
app.workraft.dev / Proposals
W
Workraft
Dashboard
Clients
Proposals
Invoices
Projects
Schedule
Portal
Automations
Draft
Sent
Signed
Archive
Brand refresh — Acme Studio
Viewed 3×
Sent
Apr 15
Last viewed
2h ago
Value
$12,400
Line items
Discovery & research2 wks$2,400
Identity system3 wks$5,800
Brand guidelines1 wk$2,200
Rollout templates1 wk$2,000
Contract ready · AI review: low risk

/03

Invoicing & Payments

Get paid faster with branded invoices and online payments. Automate the chasing so you don't have to.

  • Create and send in seconds
  • Stripe, ACH, and manual payment tracking
  • Recurring billing for retainers
  • Automated overdue reminders + PDF export
app.workraft.dev / Invoices
W
Workraft
Dashboard
Clients
Proposals
Invoices
Projects
Schedule
Portal
Automations
All
Draft
Sent
Paid
Invoice
#INV-0204
Due
May 2, 2026
From
Alex Morgan Studio
alex@morgan.studio
Bill to
Pixel Co
accounts@pixel.co
Homepage redesign22 hrs$120/hr$2,640
Component library16 hrs$120/hr$1,920
Handoff & QA6 hrs$120/hr$720
Total due$5,280.00
Auto-reminder scheduled for Apr 30

/04

Project Management

Every project, every deadline, one board — threaded through to a client-facing portal.

  • Kanban boards, tasks, and subtasks
  • Time tracking per task, billable or not
  • File attachments + version history
  • Templates for repeatable project types
app.workraft.dev / Projects
W
Workraft
Dashboard
Clients
Proposals
Invoices
Projects
Schedule
Portal
Automations
Board
List
Timeline
Files
Pixel Co · Q2 Web refresh
17 tasks · 2 owners
To do4
Wireframe checkout
Design4h
Client feedback sync
Call1h
In progress3
Build component library
Dev12h
Brand moodboard v2
Design3h
Review2
Homepage copy draft
Content2h
Done8
Kickoff meeting
Call1h

/05

Scheduling

Share one link, let clients book themselves in, synced with your calendar. Zero "what time works?" emails.

  • Multiple event types with different durations
  • Calendar sync (Google, iCloud, Outlook)
  • Custom booking page with your brand
  • Automatic confirmations and reminders
app.workraft.dev / Schedule
W
Workraft
Dashboard
Clients
Proposals
Invoices
Projects
Schedule
Portal
Automations
Public booking link
workraft.dev/alex/intro-call
April 2026
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Thu Apr 23 · 30 min
9:30
10:00
11:00SELECTED
1:30
3:00
4:30

/06

Client Portal

A white-labeled front door for clients — progress, files, messages, invoices — under your brand.

  • Custom domain + logo + colors
  • Live project progress and milestones
  • Shared files, messages, and approvals
  • Client-only views — no confusion
app.workraft.dev / Client portal
W
Workraft
Dashboard
Clients
Proposals
Invoices
Projects
Schedule
Portal
Automations
Client view · pixel.co
Welcome back, Jamie.
Powered by Workraft
Project progress
62%
Discovery
Design
Build
Launch
Shared files
Homepage v3.fig
Brand deck.pdf
Copy draft.docx
Messages
Alex · 2h ago
Draft copy is live in Figma. Let me know if the hero line feels right.

/07

Automations

Set it once. It runs every month. 11 triggers, 6 actions, webhooks — and your business runs on rails.

  • 11 triggers: invoice sent, proposal viewed, task done…
  • 6 actions: email, Slack, webhook, status update…
  • Conditional logic and filters
  • Logs + run history for every flow
app.workraft.dev / Automations
W
Workraft
Dashboard
Clients
Proposals
Invoices
Projects
Schedule
Portal
Automations
My flows
Templates
Logs
Auto-chase late invoices
When invoice is
Overdue by 3 days
And amount is
> $500
Send
Friendly reminder email
Also notify
Me on Slack
Ran 14 times this month · recovered $3,220

/08

Dashboard & Reports

Know where your business actually stands — in numbers you can share with your accountant or your therapist.

  • Revenue, utilization, and client health
  • Invoice aging and cash-flow forecast
  • Time-by-project and by-client breakdown
  • CSV export for every report
app.workraft.dev / Dashboard
W
Workraft
Dashboard
Clients
Proposals
Invoices
Projects
Schedule
Portal
Automations
Good morning, Alex.
Thursday · April 18
Last 30 days
Revenue
$18,240
+24%
Invoices out
$6,420
3 pending
Active clients
12
+2 this mo
Revenue trend
Apr 2026
Today's tasks3 of 5
Review Acme proposal
Send invoice #204 to Pixel Co
Call Priya re: brand refresh
Publish case study
Draft SOW for Nomad Works

/09

AI Contract Helper

Draft contracts from a sentence. Review every clause. Protect yourself without paying $400/hour.

  • Generate contracts from a plain-English prompt
  • AI legal review with risk scoring
  • One-click fix for flagged clauses
  • Trained on freelance-specific scenarios
app.workraft.dev / AI Contract Helper
W
Workraft
Dashboard
Clients
Proposals
Invoices
Projects
Schedule
Portal
Automations
Prompt
Draft a fixed-price contract for a brand identity project. Include milestone payments, 2 revision rounds, and IP transfer on final payment.
AI risk review
2 suggestions
Medium
Unlimited revisions clause
Cap revision rounds to protect scope. Suggested: "up to 2 rounds; additional at $150/hr."
Low
Payment terms vague
Specify net-14 instead of "timely payment" to reduce ambiguity.
Ok
IP transfer on final payment
Standard and enforceable. No changes needed.

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