Use case · Agencies & studios

Every handover, the same professional gate

Your delivery quality shouldn't depend on which project manager ran the account. Proofmark makes sign-off, payment gating, and proof records the standard path for every project that leaves the studio.

Ten clients, ten ad-hoc delivery processes

In most studios, delivery process lives in individual habits: one PM collects approval by email, another by call; final files go out through whatever link tool was open. The result is inconsistent client experience, unbillable dispute hours, and zero standard evidence when a retainer conversation turns tense. Process beats memory — but only if the process is the easy path.

Who this is for

  • Design, video, and dev studios of 2–20 people
  • Agencies running parallel client projects
  • Producers and PMs who own client delivery
  • Founders formalizing delivery before they scale

How it works

  1. 1

    One workflow for every project

    Project → signed scope → preview reviews → recorded sign-off → payment-gated finals. Identical for each client and each PM.

  2. 2

    Branded client experience

    Portals carry the studio's brand, so process consistency reads as studio quality.

  3. 3

    State at a glance

    The dashboard shows every project by handover state: awaiting sign-off, awaiting payment, ready to unlock, complete.

  4. 4

    Evidence on file, always

    Certificates and proof packets archive per project — due diligence, disputes, and renewals all start from records.

Consistent approval trail

Every sign-off recorded the same way, whoever ran the project.

Payment discipline by default

Final deliverables gate on confirmed payment as policy, not as an awkward per-client conversation.

Portfolio-wide status

Pending sign-offs and pending payments across all clients on one dashboard.

Proof packets per engagement

One export bundles agreement, approvals, hashes, and download logs — ready for finance or legal.

Frequently asked questions

Can several people work the same workspace?

Yes — projects support team access with role-based permissions for owners and members.

Do client portals show Proofmark or our brand?

Your brand fronts the portal. Attribution is subtle, and paid plans are designed to run white-label.

How does this fit an existing PM tool like Asana or Notion?

Keep planning where it is. Proofmark owns the client-facing gate — review, sign-off, payment, delivery — and hands your PM tool a clean “handover complete” state.

What happens on disputed retainers or churn?

You export the proof packet: what was agreed, what was approved and when, what was delivered (with hashes), and what was downloaded. The conversation starts from facts.

Send your first handover link in minutes

Free plan includes one full handover — approval link, payment-gated files, and a proof certificate.

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