Docket

Every live client job in one list.

An enquiry arrives, gets scored, becomes a brief, becomes a proposal a human approved, becomes a project with dates and an invoice. Docket is that whole line — under your own name, on your own deploy.

Book a walkthrough See how it works

Built for firms running 10–200 client projects a year.

your studio Projects Tasks Calendar
Autumn campaign film
Northwind Retail · Sam Ellis
Proposal sentIn progress
Annual report design
Meridian Financial · Priya Shah
Brief draftedTask due in 2d
6Modules
1Brand file per client
~$10Per month to run
0Dependencies
1Database per client
The situation

You already have a system. It's just spread across four places.

New business lives in a shared inbox. The pipeline is a spreadsheet only one person understands. Briefs and proposals get rewritten from scratch every time. Nobody can answer what is the status of everything without an hour of asking around, and the invoice goes out late because the person who knew it was due was on a shoot.

The line

Enquiry to invoice, in one record.

01 · INTAKE

It arrives once

One form creates the client and the project. No re-keying.

02 · SCORING

Sized before you spend on it

A fit score, a summary, the gaps to confirm, questions worth asking.

03 · DRAFTING

The first draft exists

Brief, proposal, one-pager — from the facts. Gaps flagged, never invented.

04 · APPROVAL

A person decides

Nothing is cleared for a client until a named reviewer approves it.

05 · DELIVERY

Dates that chase themselves

One board, one calendar, a digest each morning — silent when nothing is due.

06 · MONEY

Invoices from the same record

Numbered, from a fixed template. Figures are never model-generated.

The board

What "the status of everything" looks like.

White-label

It carries your name, not ours.

One file per client decides what the software is called, what it looks like and what it contains. There is no Docket branding anywhere a client of yours can see. Same code, same board, three clients:

your studioClients · Projects · Roster
Autumn campaign film
Northwind Retail
Proposal sent
Holiday email sequence
Northwind Retail
Brief drafted
the community projectClients · Projects · Athletes
Winter campaign film
Alpenglow Resorts
Proposal sent
Athlete partnership program
Summit Water Co
Qualified
ACMEAccounts · Jobs · Pipeline
Packaging refresh
Tidewater Brewing
Quoted
Series B deck
Kestrel Labs
Scoping
Name and markProduct name, wordmark, logo, favicon — yours
LookFull colour palette and both typefaces, light or dark, set per client
WordsRename every section. "Clients" becomes Accounts, "Projects" becomes Jobs or Matters, "Roster" becomes whatever your trade calls it
StagesYour own pipeline — intake, scoping, quoted, booked — not an agency's
ModulesSwitch off what a client doesn't need. Off means gone from the nav and from the permission model, not greyed out
VoiceThe drafting layer describes your business in your language, using your service lines
IsolationOwn deploy, own database, own domain. A build contains one client's brand and no other client's anything
Your clients

One link, read-only, revocable.

Every project can hand its client a link showing stage, dates, progress and the documents you approved — and nothing else. No account to create, no seat to buy, no scores or internal notes on the page. Revoke it from the same button that made it.

  • Approved documents only. Approval is the gate, and it has a name attached.
  • Unguessable token, not indexed, dead the moment you revoke it.
  • Carries the same brand as the rest of the instance.
  • No account for them to create, no seat for you to buy.

Autumn campaign film + stills

Northwind Retail · Production
Details
Deadline — 26 Sept
Lead — Sam Ellis
Progress
Scout the flagship location · done
Lock shoot dates with the production house
Documents
Discovery brief — approved 8 Aug
Shared by your studio · read-only
Every morning

The list lands before anyone asks for it.

One email at 8am to whoever runs the place, and a personal one to each owner with only their items. Nothing due, nothing sent — so it never becomes the mail everyone filters away.

Daily digest — 26 Sept

Tasks due
Chase signed SOW — Annual report design (overdue)
Applicant interviews (4) — Grant campaign · due today
Shortlist ambassadors — Ambassador program · due in 1d
Lead follow-ups
Cascade Outdoor — Nadia Cruz (overdue)
Renewals inside 30 days
Kai Torres × Peak Optics — exclusive, 18 days
Running it

Cheap to run, hard to lose.

About $10 a month, per client instance

A small always-on machine, a 1 GB volume and off-site backups. The drafting layer costs a few dollars a month at normal volume; email is free at this size.

Backed up continuously

Every write replicates to object storage with 30 days of point-in-time history. If the disk dies, the database restores on the next boot.

Their data stays theirs

One click exports the whole pipeline to CSV, and imports go the other way — bring a spreadsheet in with a preview pass before anything is written.

Locked by default

Sign-in on every page, per-section permissions, rate-limited logins, single-use password resets, CSRF on every write, and nothing search-indexed.

Fit

Probably not for you if…

Book a walkthrough

A walkthrough runs on a demo instance loaded with a fictional studio — nothing of yours is touched, and you can see the whole line end to end in twenty minutes.