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Our secret weapon for streamlined client management

By James Watson
Posted on
16.12.2024
We're always hunting for tools that let us work faster and serve clients better. One we keep coming back to? Bonsai. It runs through our whole process, from first proposal to final invoice. Here's how we use it.
Proposals and contracts

Bonsai lets us build professional proposals and contracts in minutes — customizable templates, tracked interactions, and legally sound contracts signed electronically. Onboarding gets simple, and everyone's aligned from the start.
Project management

We create tasks, set deadlines, track progress, and collaborate with clients in one place, so communication stays centralized and transparent.
Time tracking and invoicing

Accurate time tracking matters for any studio, and Bonsai makes it painless — we track time across tasks and projects, then invoice straight from it.
Client communication

We run quick chats through Slack and share files in Google Workspace, but Bonsai is the central hub — clients find updates, invoices, and contracts in one convenient place.
Why it works for us
- More time on the work. Automating admin frees us to focus on design and development.
- Clearer client comms. One home for everything means less confusion.
- Fewer errors. Automated invoicing and time tracking cut mistakes.
- A polished impression. Professional templates present us well.
Bonsai reshaped how we manage client work — an all-in-one platform that streamlines the admin so we can pour our energy into the design and development clients actually hire us for.
Want a studio that runs like this?
Streamlined, senior, and focused on your outcome, not billable hours. Let's talk.
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