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Detailed guides for every part of FirstSlate, from your first intake link to the final paid invoice.

Getting Started

Set up your studio, learn the core workflow, and understand what each plan includes.

Create projects, send intake links, build custom intake forms, and turn answers into a brief.

Manage your client roster and give each client a portal with every document in one place.

Build scoped proposals with optional add-ons, send one link, and collect an e-signature.

Generate invoices from accepted proposals, split payment schedules, and get paid online.

Build professional call sheets, attach crew with rates, and track who has confirmed.

Keep a crew roster with rates and availability, onboard subcontractors, and e-sign deal memos.

Run the shoot day itself: shot lists you can check off on set and a built-in teleprompter.

Deliver final files for formal client approval, and read the numbers across your business.

Plans and billing, Studio team workspaces and roles, notifications, and account settings.

We read every message. Tell us what you're stuck on and we'll point you in the right direction.