From client discovery to project delivery, create intelligent workflows that capture requirements, manage proposals, track time, and automate billing—all with built-in e-signatures and payments.
Adaptive intake forms that ask the right questions based on project type, capture complete requirements first time, no follow-up calls needed.
Turn discovery into proposals with effort estimates, auto-calculate pricing from scope, generate SOWs with e-signatures—close deals faster.
Time tracking syncs to invoices automatically, expense reimbursement tracked with receipts, payment collected online—get paid faster.
See how consultants and agencies use altx forms to streamline client onboarding, manage projects, and get paid—all in one platform.
Challenge: Incomplete briefs, endless email back-and-forth, unclear requirements lead to scope creep.
Service type (Strategy, Design, Development) shows relevant questions, "Website redesign" asks about current site, brand guidelines, target audience, budget range triggers tier-appropriate follow-ups, file uploads for existing assets, requirements auto-organized into brief document with e-signature approval.
70%
reduction in back-and-forth
Challenge: Manual proposal creation slow, pricing inconsistent, tracking client decisions across options painful.
Scope items in table format with effort estimates, hourly rate auto-calculates total, optional add-ons with pricing presented as choices, payment terms selection (upfront/milestone/net-30), client selects options and e-signs acceptance, proposal data feeds into project tracker automatically.
2 hours → 15 min
proposal turnaround
Challenge: Contracts stuck in email limbo, version confusion, missed signature deadlines, no expiration tracking.
Proposal acceptance triggers SOW generation with scope, timeline, deliverables, payment schedule pre-filled, legal terms added automatically, both parties e-sign with audit trail, contract metadata extracted for renewal reminders, scope changes tracked with amendment forms and incremental signatures.
90%
faster contract execution
Challenge: Team forgets to log hours, expense receipts lost, reconciling timesheets to projects is manual nightmare.
Daily timesheet form with client/project selection, task description, hours worked in table format, expenses logged with receipt photo upload and OCR extraction, weekly approval by project manager, approved time/expenses auto-populate invoice with line items, billable vs. non-billable tracked for margin analysis.
95%
time capture accuracy
Challenge: Don't capture feedback systematically, can't identify service gaps, miss referral opportunities.
Project completion triggers satisfaction survey, NPS score with "Why?" follow-up, low scores alert account manager immediately, high scores ask for testimonial and referrals, analytics show satisfaction by service type and team member, themes extracted from open feedback with citations to drive improvements.
3x
more client referrals
Challenge: Invoices sent via email get ignored, payment delays hurt cash flow, chasing payments wastes time.
Invoice generated from approved time/expenses with line-item breakdown, client receives link to review and pay online (card/ACH), payment reminders automated with escalation schedule, partial payments tracked against milestones, late payment fees auto-calculated, paid invoices sync to accounting system with reconciliation.
45 days → 12 days
average collection time
Challenge: Clients review deliverables inconsistently, feedback scattered across email/Slack, approval trails unclear.
Milestone delivery triggers review form, deliverables uploaded with preview, client rates each deliverable (Approved/Needs Changes/Rejected), revision requests captured with annotated screenshots, approved milestones unlock next payment phase, feedback consolidated in project timeline with e-signature sign-off.
60%
fewer revision rounds
Challenge: Scope creep kills margins, verbal agreements forgotten, change requests not tracked or billed properly.
Client submits change request form with description, effort estimate calculated based on complexity, pricing adjustment shown with revised total, client approves with e-signature before work starts, change tracked against original scope with timeline/budget impact, prevents unbilled scope creep.
100%
scope changes captured and billed
Challenge: Retainer hours tracked in spreadsheets, clients unclear on usage, rollover/expiration policies not enforced.
Monthly retainer setup with included hours, time logged against retainer balance shown in real-time, overage alerts when approaching limit with auto-upgrade option, unused hours rollover rules enforced automatically, monthly usage reports sent to client with breakdown by activity type, recurring invoices auto-generated.
Zero
billing disputes
Challenge: Onboarding inconsistent across clients, missing information delays kickoff, no centralized client portal.
New client completes onboarding form: brand assets upload, access credentials (CMS, analytics, etc.), stakeholder contacts in table format, communication preferences, kickoff meeting scheduler with availability, welcome packet auto-sent with project plan and next steps, all information in client portal for team access.
1 week → 1 day
onboarding to kickoff
Branded portals where clients submit requests, review deliverables, track project status.
Legally-binding signatures for proposals, contracts, approvals—with audit trails.
Collect payments via card/ACH directly from invoices—get paid faster.
Log time by project/client, sync to invoices automatically—no double entry.
Reusable templates with dynamic pricing, scope options, and e-signature flows.
Track SOWs, amendments, renewals—with expiration alerts and version control.
Generate invoices from time/expenses, send reminders, track payments automatically.
Ask "Which clients have highest margins?" Get answers with project breakdowns.
Start building intelligent client workflows that close deals faster, track projects accurately, and get you paid on time—all in one platform.
No credit card required. 14-day free trial.