Everything included

Every feature, explained.

FirstSlate covers your entire client workflow — from the first intake brief to the final paid invoice. Here's how each piece works and why it matters.

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Client Intake Briefs

Get Every Project Detail Before You Quote a Single Number

Send clients a guided questionnaire that captures everything you need to scope and quote — before you write a single number.

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Risk Analysis

Catch Scope Problems Before They Become Set Problems

The producer report reads your client's brief and flags contradictions automatically — budget vs. scope, timeline vs. deliverables — before you write a number.

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AI Proposal Assistant

From Client Brief to Priced Proposal in Minutes

Drafts the proposal from the client's brief, prices it from your own past jobs, and runs a pre-send check. You stay in control of every line.

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Proposals & Pricing

Stop Sending Proposals as PDFs

Scoped proposals with optional add-ons. Clients choose their extras, sign, and accept online. No PDFs, no email chains, no version confusion.

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Proposal Acceptance

Let Clients Accept Your Proposal in One Click

Clients open a link, choose their add-ons, and sign to accept, on any device, no account required. You know the moment it happens.

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Team Workspaces

One Workspace for the Whole Studio

Studio adds team seats: everyone works the same projects, clients, and invoices under one brand. Three seats included, add more as you grow, one bill, priority support.

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Client & Project CRM

A Client Management System Built for How Producers Actually Work

Your full client roster and project history in one place. Pipeline view built for production workflows, not sales funnels.

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Call Sheets

Build and Send Call Sheets Your Crew Will Actually Read

Build the call sheet, notify every crew member with their specific call time, and track confirmations — without sending a single follow-up text.

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Crew Management

Manage Your Crew Without the Group Chat Chaos

Your crew roster — contacts, rates, availability, onboarding status, and payouts — connected directly to your call sheets. One place for everything.

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Crew Agreements & W-9s

Crew Paperwork That Handles Itself

One link and your crew e-signs your agreement, uploads a W-9, and confirms their details. January's 1099 prep becomes one export.

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Teleprompter

A Teleprompter Built Into Your Production Workflow

Contributors submit scripts through a link, AI trims them to time, and shoot day runs from a fullscreen prompter with a phone remote. Works offline.

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Client Delivery

Delivery That Ends With a Sign-Off, Not a Shrug

Cuts go out on a review link, revisions are counted, and approval goes on record. Finals can stay locked until the invoice is paid.

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Invoicing & Payments

Invoicing That Starts Where Your Proposal Ends

Generate invoices from accepted proposals in one click. Send, track, and collect payment — all without leaving the dashboard.

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Online Payments

Get Paid Online Without Chasing Anyone

Connect Stripe once and every invoice includes a payment link. Clients pay by card or bank transfer, and the checkout carries your studio's name.

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Studio Branding

Your Brand on Everything Your Client Sees

Your logo, brand color, and contact info on every client-facing document. Set it up once — it follows everything you send.

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Ready to see it in action?

Start on the free plan and upgrade when the work justifies it. Online payments and the AI assistant unlock on Pro.

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No credit card required.