For Client Delivery Teams

Client requests in. Documents and invoices out.

  1. Forms
  2. Databases
  3. Time tracking
  4. Documents
  5. Sharing
  6. Invoices

Clients submit a request through a form you control. You track the time against it, then share a live view of the task and send the invoice, all from one record.

Sound familiar?

If you're running a dev shop, you've felt this.

Client requests arrive by email, DM, and phone, with no single place to catch them.

Every request gets written up by hand before anyone can start on it.

Time spent on small client requests goes untracked, so some of it never gets billed.

Proposals, scope docs, and reports get rebuilt from scratch every time.

Questions?

One place for the client-facing work.

Clients submit a request, you track the time against it, and you share a live view of the task with the client. The documents and the invoice come from the same record.

  • Share an intake form so clients submit a support or change request. The answers land as a record, already typed.
  • Track time against each request, so the hours you spend are ready to bill.
  • Share a live view of the task with the client, or assemble a proposal or report from a template.
  • Log time and update records from inside Claude Code or Cursor, through the MCP server and the 61-tool API.
Questions?

What a 10-person dev team pays.

Stop paying enterprise SaaS pricing for three tools that still don't integrate.

Typeform + Toggl + QuickBooks~$250 / mo
Ascend Studio (10 seats)$182 / mo
Annual savings: $816

Built for how dev shops actually work.

One record holds the request, the time, the documents, and the invoice.

Client intake

Time tracking

Document assembly

Client sharing

One-click invoicing

Questions?

From client request to invoice, in one place.

One flat price that covers the team, and you can cancel anytime.

About Optivation

We help agencies and freelancers run client work better. Three things, one trust contract.

The Operating Report

Cited research on running client work. Free, weekly briefings. No sponsored content, ever.

Read the Report

Free tools

Calculators and guides for the questions agencies actually ask. Free to use.

Browse all tools

Ascend

The workspace these pieces and tools describe. Free tier, then $19/mo Solo or $49/mo for a 3-seat Studio.

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