stePlan: freelancer plan

stePlan — Client Work, Simplified

Stay on top of every client project from first contact to final delivery. stePlan gives freelance creatives a clean, focused workspace to manage projects, collect client briefs, and track progress — without the noise of a full project management tool.

PROJECTS Create projects for each client and track them through every stage: In Progress, Waiting on Client, In Review, and Completed. Each project holds its steps, brief, and timeline in one place.

CLIENT BRIEFS Build custom intake forms and share a link with your client. They fill in the brief directly — no account needed. You get their answers organised and attached to the right project. Edit the form at any time and re-send it with one tap.

STEP-BY-STEP PROGRESS Break each project into steps and move them forward as you work. Project status automatically reflects your latest step, so nothing falls through the cracks.

TEMPLATE LIBRARY Save your own brief templates or start from a library of ready-made forms for branding, web, photography, and more.

NOTIFICATIONS Get notified the moment a client submits their brief, so you can respond and get started right away.

stePlan Pro unlocks unlimited projects, the full template library, and advanced customisation. Available as a monthly, annual, or one-time lifetime purchase.