The project delivery OS for digital agencies
Brief to profit.
One record.
Zero handoff gaps.
Coligna connects the client brief, estimate, staffing, delivery, tracking and profitability in one connected workflow — so projects move forward and margins don’t slip through the cracks.
Flat-rate pricing · No per-seat billing
Project record
Northstar · CRM Transformation
Brief receivedClient brief
The client defines the need.
Objectives, scope and requirements enter Coligna once.
Context carried forward
From the brief a prospect submits to the margin you booked, every stage hands off to the next. No bolt-ons in between.
- 01
Brief
Prospect submits
- 02
Estimate
Priced and proposed
- 03
Staff
Team assembled
- 04
Deliver
Phase gates, sign off
- 05
Track
Time, governance, AR
- 06
Profit
Margin and utilisation
Your agency runs on five disconnected tools
A project board. A client portal. A time tracker. A signing app. A docs wiki. Each one does its job — and none of them knows what the others know. So your team becomes the integration layer: re-typing the estimate into the invoice, chasing approvals across inboxes, reconciling hours against a budget that lives somewhere else.
| Where the work lives | What falls in the seam |
|---|---|
| The project boardKnows the tasks, not what you quoted | The estimate never meets the delivery plan |
| The client portalKnows the approvals, not the work behind them | Sign-offs live apart from the deliverables they approve |
| The time trackerKnows the hours, not the budget they burn | Nobody sees margin until the project is over |
| The signing appKnows the yes, not what happens next | An accepted proposal still has to be rebuilt as a project |
| The docs wikiKnows the decisions, not the project they belong to | Context scatters the moment someone needs it |
Coligna isn’t a sixth tool on the pile. It’s the whole lifecycle on one record — the brief, the estimate, the hours, the approvals, and the invoice all know about each other, and the handoff between stages is built in.
Client acceptance in Coligna records intent — it isn’t a legal e-signature. Formal signing ships after launch.
What makes Coligna different
Methodology aware delivery
Agile, waterfall, or hybrid phases with real gates and per deliverable client sign off. The phase cannot advance until the work behind it is approved.
- Phase 3 of 4 · Client Review active
- Budget, estimated hours, and cost on the same screen
Delivery · phases
Phase 3 of 4 · Client review active
- Client UAT & feedback roundApproved
- UAT feedback trackerAwaiting client
- Sign off criteria confirmedNot submitted
Built in PMO governance
A risk register, issue log, change requests, and a decision log on every project. The controls usually locked inside enterprise tooling, at a small studio price.
- Probability, impact, owner, and review date per risk
- Mitigation and contingency plans recorded, not implied
Governance
- RSK-1Live data feed instability could break dashboardshigh
- RSK-2Client review sign off delays threaten go livehigh
- Category
- Budget
- Probability
- Medium
- Impact
- Medium
- Review date
- 05 Aug
Mitigation · Route new widget requests through the change request process, with cost and schedule impact attached.
Profitability you can actually see
Lead pipeline, accounts receivable, collection rate, and overdue aging, all rolling up from the same project record. No spreadsheet export at month end.
- $54,240 invoiced, $24,000 collected, 44% collection rate
- Overdue aging broken out by bracket
Accounts receivable
- 0–30 days
- $12,240
- 31–60 days
- $0
- 61+ days
- $0
An assistant that reads the project, not the internet
Ask it what the client needs to hear this week, and it answers from the phases, risks, and deliverables already on the record.
- Acting as a role you pick
- Account manager, delivery lead, or whoever you need it to sound like for this conversation.
- One click prompts
- Milestone summary, expectation alignment, and talking points, ready before a client call.
- Grounded in the project
- It reads the phases, risks, deliverables, and estimate on the record. Not the open internet.
AI assistant
Current status. Phase 3 opened with no deliverables submitted. Client UAT is blocked by the ETL job failure, which is the high risk already on the register.
Commercial impact. A UAT slip pushes sign off past the go live date and eats into the fixed price margin.
Drawn from this project’s phases, risks, and estimate. Nothing is sent or approved on your behalf.
It drafts and summarises. It does not send anything, approve anything, or change your numbers. Proposal narrative is written from the estimate you built, never the other way round.
The whole operation, on one record
Nothing here is a separate subscription or a bolt-on integration. Every surface below reads and writes the same project.
01Win
Inbound briefs
One public capture link. Structured briefs land in a pipeline you triage.
Estimates
Roles, rates, and costs. Fixed price or time and material, with margin calculated as you build.
Proposals
AI drafts the narrative from your estimate. The client accepts at a secure link.
Brief templates
Seven structured discovery templates, from a general brief to a 35 field digital transformation scope.
02Deliver
Projects and phases
Agile, waterfall, or hybrid phases with enforced gates and per deliverable approval.
Client portal
Your branding, not ours. Clients approve deliverables and see progress without an invoice for a seat.
Team and hiring
Per member roles, rates, and availability, plus an apply to onboard pipeline for contractors.
Governance
Risk register, issue log, change requests, and a decision log on every project.
03Count it
Time tracking
Billable time with two-level approval, feeding straight into margin.
Invoicing
Payment schedules, line items, and AR aging against the same project record.
Contractor payouts
Payout periods and records for the people who did the work.
Reports
Margin, planned versus actual, utilisation, and the lead pipeline funnel.
Nobody has to work out how it all fits together
A platform this wide is worth nothing if the team quietly carries on in the old tools. Coligna ships with its own curriculum: short written walkthroughs, split by what your seat actually does.
It is in the sidebar of every workspace, on every plan, including the free one. Nothing to buy and nothing to schedule.
See what it coversLearn
- 00Welcome to Coligna — orientation~4 min
- 01Set up your workspace & branding~6 min
- 02Invite your team & admins~5 min
- 03Hire through the staff pipeline~8 min
- 04Invite clients & the client portal~8 min
- 05Build a template & capture briefs~9 min
Flat rate. Priced by the size of your studio, not your headcount.
Add as many team members as your plan allows without paying more per head. Annual billing saves about 17%.
Get Started
$0
Free forever
Freelancer
$39
per month
- Popular
Growing Studios
$119
per month
Scaling Agencies
$229
per month
Enterprise
from $599
per month
Before you sign up
- Is pricing really flat rate, with no per seat charges?
- Yes. Every Coligna plan is priced per workspace, not per person. Add as many team members as your plan allows without paying extra per head. The headcount limit is a workspace size bracket, not a billing variable.
- What is included in the free Get Started plan?
- One active project with up to three team members, a full client portal, brief capture, and the proposal builder. It is a real working environment rather than a time limited trial. Stay on it as long as you like and upgrade when you are ready.
- Can I change plans at any time?
- Yes. Upgrade at any time and the new rate is prorated immediately. Downgrades take effect at the end of your current billing period, so you keep full access until then.
- Is there a free trial on the paid plans?
- Get Started is free forever and gives you a genuine feel for the platform. Trials on paid plans are on the roadmap.
- Does it really replace my project tool, client portal, time tracker, and proposal app?
- That is the design goal. Briefs, estimates, proposals, delivery phases, time, invoicing, and reporting all run off the same project record, so there is no re-entering the same information in five places.
- Do my clients need to pay for an account?
- No. Clients are invited into the portal for their own projects at no cost, and the portal carries your agency branding rather than ours.
- Can I use my own delivery methodology?
- Agile, waterfall, and hybrid phase structures are supported on every paid plan. Fully custom phases and workflows are an Enterprise feature.
- Does Coligna do legally binding e-signature?
- Not yet. Proposal acceptance today is intent based and logged with a timestamp, so you have a record of who agreed and when. That is not the same as a legally binding signature. Formal signing ships post-launch.
- What does the AI actually do?
- It helps prospects articulate scope while they fill in a brief, and it drafts proposal narrative from an estimate you built. The numbers always come from your estimate, never from the model. It does not send anything or make decisions on your behalf.