Pricing, scope, onboarding, delivery, and reporting tools for agencies and consultants—templates and calculators you can use today.
Marketing, design, and creative agencies managing multiple client accounts with varying scope and billing arrangements.
Independent consultants who need professional-grade templates for proposals, scoping, and client communication.
Teams of 2-15 people who handle client work and need lightweight but effective operational tools.
A plug-and-play rate card template (with examples) to price design work clearly—services, roles, tie...
A simple calculator to understand utilization, capacity, and bench time—plus a clear way to turn the...
Three freelance invoice templates—hourly, fixed-price, and retainer—with field-by-field explanations...
A consulting proposal template with executive summary, problem statement, proposed approach, deliver...
A consulting invoice template for multi-rate team billing, expense reimbursement, and retainer draw-...
Track retainers without scope drift—hours/deliverables, renewal dates, usage, and what to do when a...
A lightweight change request form to stop scope creep politely—captures impact, options, timeline sh...
A scope of work template covering deliverables, objectives, milestones, budget, team roles, assumpti...
A statement of work (SOW) template covering project scope, deliverables, timeline, payment terms, ac...
A change order template for agencies and freelancers to formally document scope changes, cost impact...
A complete client onboarding checklist covering welcome communication, information gathering, projec...
A client-friendly creative brief template that gets the inputs you actually need—goals, audience, co...
A kickoff checklist + meeting agenda that prevents day-one confusion—roles, timeline, comms, approva...
A plain-language freelance contract template covering scope, payment terms, revisions, IP transfer,...
A one-page weekly status report template for client-facing project updates—work completed, work plan...
A sprint planning template with backlog selection, capacity planning, sprint goals, and a 15-minute...
A sprint review template covering completed work, demo notes, stakeholder feedback, retrospective, a...
A handoff checklist for design teams—files, naming, tokens, exports, specs, links, and what clients/...
A burndown chart template showing ideal vs actual remaining work per sprint, with daily tracking tab...
If you're setting up client operations from scratch, work through these Templates in order:
Templates are a start. Corcava ties them together with time tracking, client portals, and project management.
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