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Studio Overview

What we are owed, what is running, and what needs a decision

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OUTSTANDING
Invoiced, not yet paid
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OVERDUE
Past the due date
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PAID THIS MONTH
Cash collected
0
ACTIVE JOBS
In delivery now
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OPEN DEALS
0 still in play
0
OPEN TASKS
0 overdue
Money owed to us
Jobs in delivery
Tasks due this week
Documents awaiting approval
Deals closest to signature
Pipeline by stage

Pipeline

Every open opportunity, its value and where it stands

ContactCompanyDeal ValueStage / SourceNext ActionActions

Import Leads

Upload CSV or Excel file

Drop file here

CSV, Excel (.xlsx, .xls), or tap to browse

Standard Columns: first_name, last_name, email, phone, company, title, industry, country

Add Deal

Add a new opportunity to the pipeline

Statements of Work

Create and manage SOWs linked to approved cost proposals

1. Details → 2. Preview
Start from meeting notes
Pull a ClickUp meeting doc or paste a transcript, and let AI pre-fill the form. Optional.
▾
Click "Load meetings" to fetch your recent ClickUp meeting docs.

Pick the approved CP and its client, scope, deliverables, timeline and investment auto-fill below.

Pick an existing client or create a new one, keeping this SOW correctly linked.

NDAs

Non-disclosure agreements for contractors: fill in the details, download, and save

The agreement text is fixed (Levata's standard contractor NDA); only these details are filled in.

Meeting Minutes

Turn a client meeting into clean, client-ready minutes

1. Notes → 2. Minutes
Start from meeting notes
Pull a ClickUp meeting doc or paste a transcript. Required.
▾
Click "Load meetings" to fetch your recent ClickUp meeting docs.

Saved Documents

Every team member's Cost Proposals and Statements of Work, shared in one place.

Cost Proposals

Create priced proposals to send to clients. Once approved, a proposal feeds into an SOW and a job.

1. Details → 2. Preview
Start from meeting notes
Pull a ClickUp meeting doc or paste a transcript, and let AI pre-fill the form. Optional.
▾
Click "Load meetings" to fetch your recent ClickUp meeting docs.

Pick an existing client or create a new one, keeping this proposal correctly linked.

Clients

Every client in one place, with their jobs, documents, tasks and invoices, all connected.

Clients
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Active
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Pipeline value
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Outstanding
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All clients
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Channel Partners

Referral partners who send us deals, along with their default commission, and every deal linked to them. Set a portal login on a partner (in their edit form) to let them check their own referred deals and commission owed.

Partner Portal link
Share this with a partner once you've set their portal login. It's read-only and shows only their own deals.
All partners
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Job Registry

Every client job in one place: proposals, SOWs, invoices, status and value.

Open jobs
0
In progress
0
Awaiting payment
0
Pipeline value
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Paid
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Outstanding
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Jobs
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Help & Support

Raise a support request or send feedback. Track its status and replies here.

Open
0
In progress
0
Resolved
0
Total
0
Tickets
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My Context

Your email settings

Your Info

Email Settings

Email Signature

This signature will be appended to generated emails when "Include signature" is checked

Tasks

Action items extracted from ClickUp meeting docs or added manually, shared across the team.

Extract Tasks from a ClickUp Meeting Doc
Load your recent meetings and extract action items directly from the transcript.

Calendar

Task due dates and job invoice due dates, in one view.

Task due Invoice due

Upcoming

Settings

AI providers, meeting notes, lead scoring, and workflow rules

AI Providers

Powers lead research, email generation, and documents. Set the keys you use.

Groq
Llama 3.3
Fast
Gemini
Flash
Free
Claude
Sonnet

Meeting Notes & Tasks (ClickUp)

Optional. Pulls ClickUp meeting docs into the Documents generator, and pushes saved tasks into a ClickUp List.

Finance

The currency new deals and jobs start in. Each deal and job can still be set individually, and amounts are never converted between currencies.

Email Sending

Sends Help & Support ticket emails and sales emails to leads, via Resend.

Team Chat Real-Time

Optional. Chat already works (updates every ~2s). Add a free Pusher app's keys to make messages appear instantly. Fill all four, or leave all blank.

Ticket Sync

Connect Help & Support tickets between deployments. Configure one role per system.

This system sends tickets to a hub (spoke)
This system receives tickets (hub)

Sales Discovery Requisites

Manage the questions reps complete during call outcomes and discovery.

ICP Configuration

Configure Ideal Customer Profile scoring criteria.

Stage & Outreach Rules

Configure stage validation thresholds and grade rules.

Data Migration

Migrate existing leads to the new 5-stage intelligence model.

Warning: This will clear all existing enrichment data and reset leads to Stage 1.

Users

Manage accounts

NameEmailRoleActions

Session Activity

UserRoleLast SeenLast PageActive TodaySessions
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Team Chat

Channels and direct messages

Channels
Direct Messages
# general