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Inquiries do not arrive through one door. A restaurant owner fills in the contact form. An art director sends an Instagram DM. A past client refers a friend by email. A gallery visitor asks about commissions. Each one enters the same pipeline in Deals and carries the source that produced it. The case study page that converted the visitor is attributed on the deal, so the portfolio stops being a gallery and starts being a measurable lead engine. Brief forms embed directly on Sites portfolio and case study pages, which means the form sits on the page that already did the convincing.

A branding package quote should match the website price, but the designer types a price into a proposal document, the website says one number, the proposal says another, and nobody catches the mismatch. Proposals read live pricing from the catalog, so the branding package price on the proposal IS the website price. Always. Good, better, best tiers sit on one document, each pulling its own catalog line: the identity package, the identity plus collateral, the identity plus collateral plus launch campaign. Add-ons attach as catalog items, not as typed numbers. The milestone payment schedule is part of the document, so deposit, concept approval, and delivery each carry a date and an amount before anyone signs.

Templates cover work-for-hire agreements with usage rights clauses, kill fees, and revision limits, plus licensing terms, ownership transfer documents, and NDAs. Each template specifies ownership of source files versus deliverables versus licensed artwork, and for illustration and commissioned work the terms split further: one-time usage, perpetual licensing, exclusive versus non-exclusive rights. The client reviews scope, picks a tier, signs electronically, and pays the deposit in one flow. Not a verbal agreement on WhatsApp. A signed document with terms, living in Depot alongside the project files it governs.

A license granted for a fixed duration carries its end date on the contract record, so the same alert schedule that watches retainer renewals watches usage rights: 30, 14, and 7 days before the term lapses. The one-year brand usage window does not quietly expire while the client keeps running the campaign.

A restaurant owner DMs on Instagram about a logo. The conversation moves to WhatsApp. The quote is a number in a text message. The contract is a verbal agreement. The invoice is a document, and the payment is a bank transfer that may or may not arrive. The DM becomes a deal on a pipeline, with stages tracking progress from inquiry through delivery, revision rounds count against the contract limit, and approval gates prevent work from advancing without client sign-off. When the project closes, the fulfillment order covering print shipping, file delivery and licensing documentation exists without manual creation.

The project arc is standard: brief review, mood board, concepts, revisions, delivery, handoff, invoice. What breaks it is the round nobody agreed to. Scope-creep flags fire when revision rounds exceed the signed agreement, before free work begins, and the tracking shows which proposals were accepted and which were not.

When a packaging client returns for a website redesign, the brand colors, typography, and logo lockups from the packaging project pull into the new brief automatically. No re-briefing. No re-uploading brand assets.