From first hello to final invoice
Relay gives growing agencies a single platform to win more clients, run projects, and get paid — without juggling 8 different tools.
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Replace your tool stack with one platform
The average agency uses 8–12 tools for client management. Relay replaces all of them.
AI Proposal Generator
Paste a brief and watch Claude write a complete proposal with scope, timeline, and pricing in seconds. Stop staring at blank pages.
Smart Proposals
Create, send, and track proposals. Clients sign right in the browser — no PDFs, no DocuSign, no friction.
Client Portal
A white-labeled portal at your domain where clients see proposals, project status, and invoices — all in one place.
Project Tracking
Milestones, progress, and status — all tied back to the original proposal so nothing falls through the cracks.
Online Invoicing
Send invoices with one click. Clients pay with a card. You get notified instantly. Stripe handles the rest.
Activity Feed
See every touchpoint: when a client viewed a proposal, accepted a milestone, or paid an invoice.
Write proposals in seconds, not hours
Paste your discovery notes or a client brief — our AI generates a full scope, timeline, and pricing in under 30 seconds. You edit, they sign.
- Full scope of work with deliverables
- Realistic timeline with milestones
- Suggested pricing based on service type
- Scope risk warnings flagged automatically
Frequently asked questions
How long does it take to get started?
Most agencies send their first proposal within 5 minutes of signing up. The onboarding wizard walks you through setting up your agency profile and creating your first proposal.
Can I white-label the client portal?
Yes — on Growth and Agency plans, the client portal shows your agency's branding, logo, and color scheme. Clients never see the Relay name.
How does the AI proposal generator work?
You paste in a project brief or your discovery notes. Claude AI analyzes the context and generates a complete proposal with scope, deliverables, timeline, and pricing. You review and edit before sending.
Can clients pay invoices online?
Yes. Invoices include a Stripe Payment Link so clients can pay by card directly. You receive funds via your connected Stripe account.
Is there a free trial?
Yes — all plans include a 14-day free trial, no credit card required. You get full access to all features on your chosen plan.
What happens when my trial ends?
You'll be prompted to enter payment details to continue. Your data is preserved. If you don't upgrade, you'll lose access to create new proposals and invoices but can still view existing ones.
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Agencies love Relay
"We went from a 45-minute proposal process to under 5 minutes with the AI generator. Relay paid for itself the first week."
"Finally — a tool built for agencies, not freelancers. My team actually uses it, and our clients love the portal."
"We were losing deals because our proposals looked amateur. Relay made us look like a $1M agency on day one."