One operating thread

Your client work has a plot. Keep it intact.

Northline Ops carries every decision from the first brief to the final payment, without losing context between sales, delivery, clients, and finance.

One
engagement
Every detail together
A real needProblem, owner, timing, next step.
Exact termsProposal, acceptance, signed version.
Visible workMilestones, owners, files, approvals.
Actual paymentIssued, due, and paid stay distinct.
Move your pointer · see it come together

Most tools organize a department. Your client experiences the handoffs.

Sales sets the direction.

The agreed scope should stay connected when delivery begins.

Delivery brings it to life.

Feedback and approvals should stay attached to the work they shape.

Finance brings it home.

An invoice and a payment are different steps—and both should be easy to see.

Scroll the engagement
01 / Qualify

Know what you’re taking on.

Capture the problem, timing, budget, owner, and next step before drafting a proposal.

02 / Agree

Turn intent into a clear agreement.

Keep the accepted proposal and signed contract distinct, with the exact version your client reviewed.

03 / Prepare

Start with a plan.

Gather inputs, assign ownership, and set milestones before work begins.

04 / Deliver

Keep every decision close to the work.

Tasks, files, requests, time, and approvals stay connected to the project.

05 / Close

Finish with a complete picture.

See what you billed, what you’ve been paid, what delivery cost, and what comes next.

Engagement record
PHASE 01 / 05Qualified
Discovery

Keep the problem, people, timing, and next conversation together.

NeedConfirmed
Next stepProposal brief
LeadAssigned
NotesAttached
A shared spine

Different jobs. Same story.

Each person sees the part they need without breaking the continuity of the engagement.

01

Win the right work.

Move from discovery to an exact agreement without dropping the commercial context.

  • Lead context and follow-ups
  • Versioned proposals and contracts
  • Acceptance separate from signature
02

Keep delivery moving.

Keep your team aligned while clients see a calm, shareable view of progress.

  • Milestones, tasks, files, and time
  • Visible owners, blockers, and decisions
  • Client access with private financials
03

Know where every project stands.

Connect money to delivery while keeping billed and paid clear.

  • Receivables and unbilled work
  • Confirmed payment states
  • Private costs and project margin
Clear by design

Clarity.
On purpose.

Northline keeps important steps distinct, so you always know what has happened and what happens next.

01

Always know which version is current.

Accepted and signed documents stay tied to what your client reviewed.

02

Work starts when you say it does.

Signing an agreement does not automatically create a project.

03

Know when money has moved.

Sent, due, and paid stay distinct, so payment status is always clear.

04

Share the right view.

Private notes, costs, margins, and other client work stay out of the client portal.

Integrations

Connect your tools. Keep work together.

Email, files, payments, and notifications keep doing their jobs. Northline Ops keeps the full client picture connected.

Your connected tools13 integrations


Northline
Ops
One workspace
Google sign-in
Stripe
Razorpay
Secure document storage
Custom email
Browser notifications
Slack
Discord
iCalendar
QuickBooks
Xero
CSV import / export
Workspace backup
Pricing

Pricing that stays clear.

Compare plans, billing periods, included features, and availability in one place.

Plans and pricingSee what’s included

Find the right fit.

Compare plans, prices, and what’s included before you choose. See the full details on the pricing page.

Compare plans
WorkspaceTeam + projects
Client workPortal + documents
UsageStorage + email + AI
PortabilityImports + exports
FAQ

Straight answers.

Compare what’s included, then choose the plan that fits the way you work.

Where do plan names and prices come from?

We keep the plans and prices on this page up to date, including each plan's features, limits, billing period, and availability.

Which billing periods are available?

You can choose from the monthly and annual options shown on the pricing page. If an option is not shown, it is not currently available.

Is a trial included?

Trial availability and length are shown on each plan card, so you can see exactly what you get before you start.

Can I change plans later?

Yes. You can review available upgrades or downgrades in your billing area before confirming a change.

What is included in each plan?

Each plan card lists its included features and limits. If you need help choosing, contact us and we will point you to the best fit.

How do cancellation, taxes, or refunds work?

The terms that apply to your plan and location are shown before you complete checkout.

Keep the whole plot.

Give the next engagement one connected home, from the first signal through the last confirmed payment.

Start free trial