Dashboard & Pipeline

The Dashboardis your agency’s nerve center. It aggregates real-time data across all active projects to give you a high-level view of your pipeline and revenue forecasts.

KPI Suite

Track Active Scopes, In-Review Proposals, total Pipeline Value, and Closed Sales in real-time.

Revenue Trend

A weekly chart visualizing the total value of your quotes and engagement frequency over the last 12 weeks.

Activity Heatmap

A 28-day grid showing your team's editing consistency. Darker cells mean more scoping engagement.

Usage Telemetry: The dashboard also monitors your AI Chat & Scope Editsusage against your plan limits (Solo, Studio, or Agency).

The Workflow

Capsole turns raw discovery notes into a granular, billable project scope. The workflow is designed for speed: from first intake to a signed proposal in minutes.

Anchors (Step 01)- Select deliverable categories from the preset grid. Use the “Quality Tier” picker on each card to set the baseline intensity (Minimal Identity → Full Identity → Brand System).
Calibration (Step 02) - Set project-wide multipliers: Velocity, Complexity, and Risk Buffer.
Discovery (Step 03) - Paste your raw notes or bullet-point dump. Hit Generate Blueprint.
Module Editor - Use the expanded editing drawer to refine tasks, toggle visibility, and flag risks.
e-Sign & Close - Switch to Client view, export the proposal, and send for signature.

Anchors & Presets (Pre-Gen)

Presets are pre-built “Golden Standard” templates. When you anchor one in the intake grid, you are locking in a baseline task list that the AI is forbidden from removing.

Intake Tiers

Most presets have three quality levels (Foundation, Studio, Signature). Changing the tier on the card updates the labels (e.g., 'Lean Web' vs 'Custom SaaS') and changes which tasks are anchored.

The Pin Icon

Anchored items show a small pin in the blueprint. They are non-negotiable foundations. The AI can expand and refine them, but never delete them.

By selecting multiple anchors, you set a Hard Scope Boundary. The AI will focus generation ONLY on these categories, ignoring adjacent work mentioned in discovery unless explicitly instructed.

Team Presets

Standardize your team’s delivery by creating a reusable library of custom deliverables.

Custom Presets

Create, edit, and delete your own scope templates in Team Settings. Each preset includes a name, description, category, and default task list.

Global Availability

Once saved, custom presets appear alongside the built-in library in the intake grid for all team members.

Dynamic Intake

Custom presets behave exactly like built-in ones-they can be anchored, tiered, and expanded by the AI during generation.

Projects → Deliverables → Tasks

Every scope is a three-level tree. Understanding the level you’re editing matters because it changes what “granularity” means.

Project

A high-level work area - the organizing wrapper. ~3-8 per scope. Examples: 'Brand Identity', 'Marketing Website', 'Authentication & RBAC'.

Deliverable

A tangible, client-receivable output within a project. ~2-5 per project. Examples: 'User registration flow', 'Product detail pages', 'Lifecycle email sequences'.

Task

The atomic unit of work - independently buildable and estimable. Examples: 'Stripe Elements integration', 'Logo concepts (4 directions)'.

Pricing is summed bottom-up: tasks have hours → deliverables have hours → projects have hours → the scope total is the sum of all projects with global multipliers applied.

Effort Levels

Every task gets an effort level - a label that maps to a number of raw hours. Your hour constants live in Agency DNA - defaults shown below.

Level	Default hours	Use when…
XS	2 hrs	Trivial - config tweak, copy update, single-file change
S	4 hrs	Half-day - small component, simple integration, polish pass
M	8 hrs	One day - typical feature, standard CRUD, moderate API integration
L	16 hrs	Two days - multi-step flow, complex state, third-party deeply integrated
XL	32 hrs	A week - major subsystem, novel pattern, heavy infrastructure

You can change every constant in Agency DNA → Effort Level Constants. The whole project repricing happens instantly.

Architect Chat & AI Editing

The AI chat is a live editing interface. Describe the changes you want, and Architect will propose a structured plan to update your scope.

Declarative Editing

Describe changes in plain English: 'Add a module for SEO', 'Increase the risk on all Stripe tasks', or 'Update the project summary to mention the May launch'.

Change Previews

Before applying, Architect shows a structured preview of exactly what will be added, removed, or modified.

One-Click Apply

Hit 'Apply Changes' to update your scope instantly. No manual data entry or copy-pasting required.

Risk & Resilience

Each task has a risk level. Tasks marked high risk get a flat +20% buffer applied to their hours.

Low / Medium

Standard implementation. No individual hour buffer added.

High

Novel pattern or high-stakes integration. Adds 20% to that task's hours and shows a red badge.

The Shield icon next to each task in the editor toggles between medium and high risk - the fastest way to buffer for technical uncertainty during review.

Tiers - Foundation, Studio, Signature

Every task is tagged with a tierthat says “at which proposal level this task starts being included.” This drives the multi-tier proposal - three good/better/best documents from one underlying scope.

Foundation

The lean MVP baseline. Tasks tagged 'foundation' appear in ALL three tiers - they're the things without which the project doesn't function. Most tasks should be foundation.

Studio

Production polish. Tasks tagged 'studio' appear in Studio + Signature, but NOT Foundation. Things like edge-case handling, real-world robustness, performance optimization.

Signature

Premium craft. Tasks tagged 'signature' appear ONLY in Signature. Custom animations, deep personalization, A/B infrastructure, advanced analytics - work that elevates the project beyond what most clients need.

In the blueprint, every task shows a small circular tier marker (F / S / ★). The dropdown next to it lets you change the tier inline.

Preview tier

The sidebar has a 4-segment tier preview switcher (All / Foundation / Studio / Signature). When set to anything other than “All”, the blueprint dims out tasks excluded from that tier and the price/hours numbers reflect only included tasks.

In the proposal

The proposal page has two render modes:

Single - render the proposal at one tier. The toolbar tier picker lets you flip between Foundation, Studio, and Signature without leaving the page.
Compare- side-by-side cards for whichever tiers you select. A “Show” toggle in the toolbar lets you include any combination of Foundation, Studio, and Signature. Studio is highlighted as “Recommended” when shown alongside others. Clients pick the middle option ~60% of the time when offered three - the single biggest conversion lever in agency proposals.

Sales tip:Always lead with Compare mode in your first proposal review with a new client. It frames the conversation around “which tier” instead of “will they say yes.” Then send the single-tier version of whichever they pick for sign-off.

Calibration Engine

Calibration controls the global multipliers that turn raw task hours into billable hours and price.

Investment Tiers

Select between Foundation (1.0×), Studio (1.25×), and Signature (1.5×). This scales the entire scope price and hours for tiered proposals.

Velocity

Your team's relative speed. Adjust based on seniority and resource availability.

Complexity (1-5)

Adds 12.5% per step (up to +50%) for architecture-level unknowns. Use when the discovery brief is vague.

Risk Buffer (0-50%)

A flat percentage added to all hours. Use for 'smelly' engagements - high-pressure clients or novel domains.

Timeline Pressure

Standard (1.0×) vs Crunch (1.15×). Crunch adds a 15% rush premium to the final estimate.

How the Math Works

The full pipeline, from a single task to the final invoice:

Step 1 - Per-task raw hoursrawHours = sizeConstant × (riskLevel === "high" ? 1.2 : 1.0)Example: a Medium task at high risk = 8 × 1.2 = 9.6 hours

Step 2 - Project raw hoursprojectRawHours = Σ taskRawHoursSum of every task's raw hours across all modules.

Step 3 - Apply global multipliersbillableHours = rawHours × complexity × (1 + riskBuffer/100) × timelinePressure × investmentTierComplexity is 1.0 to 1.5. Timeline is 1.0 or 1.15. Investment Tier is 1.0, 1.25, or 1.5.

Step 4 - Apply rate & discounttotalPrice = billableHours × hourlyRate × (1 + discountPct/100)Discount is negative or zero. Rate uses override if set, else Agency DNA.

Step 5 - TimelinetimelineWeeks = Math.ceil(billableHours / 40)Assumes one full-time equivalent. Adjust mentally for parallelism.

Worked example

A project with 80 raw hours, Complexity 3 (1.25×), 15% risk buffer, Standard timeline (1.0×), $150/hr, no discount:

billableHours = 80 × 1.25 × 1.15 × 1.0 = 115 hrs

totalPrice = 115 × 150 × 1.0 = $17,250

timelineWeeks = ⌈115 / 40⌉ = 3 weeks

Real-Time Collaboration

Work together with your team in the same project workspace at the same time.

Presence Tracking

See exactly where your teammates are working. Avatars and names appear on fields as they edit them in real time.

Zero Latency Sync

Built on Supabase Presence. Field updates and Agency DNA changes sync across all open tabs instantly via WebSockets.

Edit Locking

To prevent conflicts, fields are briefly highlighted when a teammate is typing, indicating that the field is currently being modified.

Agency DNA

Your global defaults - applied to every project. Access from the top nav (gear icon) or the full /settings page. Changes save to Supabase so they survive across devices and deploys.

Hourly Rate

Your standard billable rate. Can be overridden per-project in the Calibration panel.

Agency Name / Signer

Appears on every proposal cover and sign-off block. The signer name and title can also be overridden per-project from the Proposal Details block in the sidebar.

Velocity Tier

Your team's relative speed. Used as a global hours multiplier - see Calibration Engine for the full breakdown.

Effort Level Constants

Raw hours per effort level. Tune to your actual delivery speed. Changing these reprices the entire project instantly.

Cover Letter Template

The default intro text used on every proposal. Supports {clientName} and {projectName} tokens which are replaced per-project. Can be customized per-project from Proposal Details.

Project Stages

The phases shown in the 'How we'll work together' section of every proposal. Can be customized per-project from Proposal Details - useful when a branding project has a different process than a SaaS build.

Default Payment Schedule

Payment milestones included in every proposal. Percentages must sum to 100. Can be overridden per-project from Proposal Details.

Tech Stack

Listed in the generation prompt so the scope generator biases toward your preferred tools and architecture patterns.

All Agency DNA fields can be overridden per-project from the Proposal Details block in the scope sidebar - signer, cover letter, phases, and payment schedule. The Agency DNA value is always the fallback when no override is set.

Anchors & Presets

Presets are pre-built “Golden Standard” project templates. When you anchor one, the AI is forbidden from removing the tasks inside - it can only expand and refine. Anchored items show a small pin icon in the blueprint.

Tiered presets

Most presets have three quality tiers - Foundation (lean MVP), Studio (production-quality, the default), Signature (premium craft). The tier you pick changes which anchor tasks get injected.

Internal vs Client View

The view toggle in the sidebar swaps the entire workspace between two perspectives:

Internal Blueprint

Every task visible. Technical descriptions. All actions enabled (edit, delete, add). Anchor pins, risk badges, hidden-task indicators all rendered. This is your working surface.

Client Proposal

Only client-facing descriptions. Tasks marked 'hidden from client' are pruned. No edit affordances. Anchor pins suppressed (clients shouldn't see 'we forced this in').

Every task has an Eye icon that toggles its visibleToClient flag. Use it for internal-only work - research spikes, refactor passes, tech debt - that you don’t want on the client’s document.

Expanded Editing View

The Module Editor Drawer is the primary workspace for high-granularity scoping. It provides a focused environment for managing deep deliverables.

Split-Pane Editor

Navigate deliverables on the left, manage the task list on the right. Every change auto-saves instantly.

Task Visibility

The Eye icon toggles a task's 'visibleToClient' flag. Use this for internal research spikes or tech debt that shouldn't appear on the bill.

Size & Risk

Change T-shirt sizes or toggle the High Risk shield to recompute task budgets in real-time.

Auto-save & Versioning

Projects are synced to the cloud automatically. You never need to hit “Save” once a project is established.

Auto-save

Any edit triggers a save to Supabase after a 2-second debounce. The status is visible in the top navigation bar.

Snapshots

Take a manual snapshot in the Revisions drawer to lock in a version before making major changes. We also auto-snapshot before every revision restore.

Restore

Open the Revisions drawer to view your project's history and restore any previous version with a single click.

Export & e-Sign

Moving from a blueprint to a binding agreement. The e-signature workflow generates a permanent, professional-grade record of execution.

Themes

Modern (default), Print (minimal), and Blueprint (technical).

e-Signature

Clients sign directly in the browser. Once signed, the project is 'Locked' to prevent post-signature changes. This moves the project into the Active pipeline.

Audit Artifacts

Each signature captures the signer's typed name, IP address, device information, and a precise server-side timestamp. These are embedded as permanent metadata in the project record.

Cryptographic Hash

The final signed document is 'sealed' with a unique cryptographic hash. This ensures that the content cannot be altered without breaking the digital audit trail, providing a DocuSign-equivalent level of document integrity.

When saving as PDF, ensure “Background graphics” is enabled in your print settings to preserve theme colors and signature artifacts.

Saving & Projects

Scopes are saved to Supabase - not just your browser. This means they survive device switches, deploys, and cleared caches.

First save

Hit 'Save Project' in the top nav whenever you have a scope loaded. This creates a record in the database and links it to your current session.

Auto-save

Once a project has been saved once, any change to the scope, calibration, or proposal details triggers an automatic save 2 seconds after you stop editing. The top nav shows 'Saving…' and 'Saved 2:34 PM' status.

Project switcher

'All Projects' in the top nav takes you to /projects - a list of every saved scope. Click Open to load it back into the workspace, including all overrides and calibration.

Regenerating

Hitting '← Regenerate' opens Project intake (/project/configure): presets, calibration, and discovery. Your saved project row, client details, and DNA overrides stay intact; only the generated blueprint is cleared so you can run generation again. Use /new from the nav for a completely blank project.

Agency DNA is saved separately at /settings. Changes there don’t auto-save - use the “Save Agency DNA” button or the Save button in the Agency DNA panel drawer.

Keyboard Shortcuts

`Enter`	Save inline edit (single-line)
`Cmd` + `Enter`	Save inline edit (multiline)
`Esc`	Cancel inline edit
`Tab`	Move between inputs when editing