A smooth-running agency, and clients loving your work_

No limits or confusing quotas. Just one simple price for everything you need to run your agency.

One plan

Everything included. Client users are always free.

Pay only for your agency team. Invite as many clients as you like, run as many projects as you need, and get everything you need from day one.

  • Everything you need in one simple plan
  • Unlimited clients and projects
  • Client users are always free
  • Only pay for your agency team
  • Help from our support team whenever you need it

$12

USD per agency user / month

Billed yearly Billed monthly

No credit card required.

White-label add-on

$10 USD / month

Your own domain, logo and favicon, with a branded login page and emails, so clients see your brand at every touchpoint.

Everything you need, in one plan_

Everything below is included for every agency, whether you're a team of two or twenty. The only optional extra is white-label.

01

Process projects

Run every project through your process, with your team and your clients on the same page.

Process projects
Guide clients through your process and keep your team on track too
Phases & steps
Build your process visually and plan out every step to success
Dual projects
An internal side for your team and a client-facing side for your client, in every project
Linked tasks
Pair an internal task with its client task, so both sides move together
Approvals
Get concrete sign-off on key steps, with a record of who approved
Feedback forms
Collect feedback and requirements with text fields, rating scales and file uploads, then export to CSV
Content editor
Write steps with callouts, toggles, tables, images and code blocks
Embeds
Figma, FigJam, Loom, YouTube, Vimeo, Wistia, Google Drive, Dropbox, Whimsical, Calendly and Cal.com
Voice notes
Record a quick voice note on a step instead of typing it out
Drafts
Work on steps in draft. Clients only see them once they’re published
Milestones
Plan the key dates across a project. Milestones stay internal
Project info
A project brief you can share with your client, who can read and comment on it
Calendar
Every task and milestone in a project, on a month calendar

02

Board projects

For work with lots of moving parts.

Board projects
A card-style board to plan and do the work, with your team or your client
Board view
Set up columns your way, and drag cards between them as work moves
Process or board
Convert either side of a project between a process and a board
Assign work
Assign tasks and add due dates to keep things moving

03

Communication

Every conversation next to the work it’s about. Seeya, email!

Messages
Separate client and internal message boards on every project
Comments & reactions
Discuss any step with your team or your client, with emoji reactions
@mentions
Pull people into tasks, notes, messages and documents
Team chat
Direct messages and group rooms for your internal team
Notifications
An in-app inbox, plus email straight away or as an hourly or daily digest
Reminders
Automatic due-soon and overdue reminders, and a daily schedule email
Client requests
Clients submit requests from your task templates, and you’re notified straight away

04

Templates & process

Get your process out of your head, and run it the same way every time.

Project templates
Save any project as a template and start new ones in seconds
Relative due dates
Template dates are set as offsets, so every new project schedules itself, weekends excluded if you like
Community templates
Start from ready-made templates from the Outlign team
Task templates
Reusable single tasks, notes included
Recurring tasks
Daily, weekly or monthly tasks that create themselves

05

Documents & files

Briefs, scopes and notes that live next to the work.

Documents
Docs at company, client or project level, embeddable in any step
Real-time co-editing
Write together, live, in the same document
Version history
See what changed, compare versions and restore any of them
Inline comments
Comment, reply and resolve right on the text
Export
Download documents as Markdown or PDF, and files as a ZIP
Files
Every project file stored, organised and secured, visible to your team or your client
Resources
Pin key links and files to a project or client

06

Team & resourcing

Keep your team focused, and see who’s working on what.

All Tasks
Every task across every project in one view, with My Tasks, filters and a Focused filter
Tags
Organise tasks with tags and tag groups
Starring
Star projects and tasks to keep what matters at the top
Team schedule
See who’s booked on what, in hours per week, against each person’s capacity
Time off
Book leave and see clashes before they happen
Shift project dates
Move a whole project’s dates in one go, landing on weekdays
Time tracking
Track time and budgets with the Harvest integration

07

Clients & access

Bring clients in without handing them the keys.

Client portal
A guided, client-only view of every project
Client preview
See any project exactly as your client will
Roles
Manager, team member, freelancer and client roles, each seeing only what they should
Unlimited clients
Invite as many clients as you like. Client users are always free
Google & Microsoft sign-in
Sign in with the account you already use
White-label Add-on
Your domain, logo and branding on the login page and emails

08

Integrations & AI

Connect Outlign to the tools, and the AI agents, you already use.

MCP server
Connect Claude and other AI agents to Outlign with one-click sign-in
REST API
API access to clients, projects, tasks, documents and more
Webhooks
Get notified when projects, tasks, phases and milestones change
Zapier
Trigger zaps from projects, tasks and milestones, and create projects from templates
Figma
Connect your Figma account to embed files right in your steps
Harvest, Dropbox & Google Drive
Track time, and pull in files from the places they already live

09

Staying organised

Personal dashboard
Your updates, your tasks, your templates and your favourite projects
Updates feed
Everything happening across your projects, in one feed
Search
Find anything across projects, tasks and messages from the command palette
Mobile & installable app
Works on your phone, and installs like an app
Dark mode
For late nights and early starts

Loved by creative teams and their clients_

Questions_

Can't find what you're after? Our help desk has the details.

01 Does the plan include all features?

Almost. Everything is in one simple plan, and nothing is held back based on the size of your team, whether you're a freelancer or a big agency. The only optional extra is the white-label add-on.

02 Do my clients need to pay?

Never. Client users are always free, and you can invite as many as you like. You only pay for your agency team.

03 Who counts as a user?

Anyone on your agency team: managers, team members and freelancers. Clients don't count.

04 What if someone on my team leaves?

We only bill you for active users in your agency team. If someone leaves, just remove them from your team, and your plan reduces at the next billing cycle. Easy.

05 Is Outlign only for projects that follow a waterfall process?

Nope! We celebrate creative projects that follow a clear process, but either side of a project can also run as a board. That's perfect for agile-style work, retainers or your agency's internal to-dos, and you can switch between the two at any time.

06 How does the free trial work?

You get every feature free for 30 days, and you won't need a credit card to start. If you love it, add your billing details and loop in your team.

07 Can I switch between monthly and yearly billing?

Yes. You can switch your billing interval, pause or cancel from your billing settings at any time.

08 What am I waiting for?

We have no idea! Give Outlign a test drive. It's free for 30 days with no credit card needed, and if you love it, loop in your team.

Get your process out of your head, and into Outlign.

Start with one client and one project, and feel the difference on the very next job.

Three colleagues smiling together at their laptops