Smart files

The files we build, actually working.

These are the real thing, not screenshots. The same contact forms, questionnaires, proposals, contracts, scheduling, branded emails, and a client portal we build for your business, running here on ours. Try any of them. What you enter flows into a database you own, or straight into your HoneyBook.

CaptureLive

Contact form

A lead form that drops straight into your own database and pings you the moment someone reaches out. No third-party form wall in the middle.

The honest catch: It captures the lead cleanly, but routing it onward into HoneyBook or a CRM still depends on the rest of your stack.

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QualifyLive

Smart questionnaire

A branching intake with video that unfolds as the client answers, so you walk into the first call already knowing the project.

The honest catch: Branching is only as smart as the questions behind it, so it is worth getting those right before you send it.

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QuoteLive

Proposal builder

The client picks services and payment terms and watches their own proposal total build in real time, then accepts it on the spot.

The honest catch: Self-serve pricing means your numbers are out in the open, which is the point, but not every business wants that.

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BookLive

Scheduler

Pick a call, choose a real open time from your calendar, and you are booked, all in one place. A Calendly you actually own.

The honest catch: Real availability needs a calendar connection, so there is a one-time setup before it runs itself.

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SendLive

Branded emails

Every automated email we send for you carries your logo, your colors, and your voice, from the welcome reply to the payment receipt. Preview the real templates here, rendered by the same engine that mails your clients.

The honest catch: Inbox rendering varies a lot, so we build on email-safe HTML and test across clients. That keeps delivery rock solid but rules out the fanciest web-only layouts.

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ManageLive

Client portal

One branded home for a client's whole project: messages, files, tasks, links, payments, and documents to download. This sample is furnished with realistic data so you can walk the rooms.

The honest catch: It is read-only here on purpose. The real portal is wired into your stack, and a live one needs that connection plus a place for each client's real data.

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MeasureLive

Business pulse report

One report that reads your whole business at once: inquiries, bookings, calls, profit margin, and website traffic, synthesized into a single pulse with the trend against last season. Not just what lives in one tool.

The honest catch: The synthesis is only as good as the connections behind it, so a live version needs your tools (HoneyBook, Analytics, calendar) wired in first.

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