Stop losing margin to paperwork. Accordio drafts contracts, proposals, and invoices across every client, so your team can focus on delivery.
Handle dozens of clients without hiring ops. Contracts, proposals, and invoices—all from one conversation.
Every account manager sends the same professional terms. No more rogue contracts or missing clauses.
Automatic invoicing tied to project milestones. No more work delivered without a corresponding invoice.
Anyone on the team turns a brief into a proposal with your pricing, terms, and branding.
Liability caps, IP transfer, payment nets. Set once, applied to every contract.
Milestone, recurring, or hourly. Every client billed automatically from one place.
Pending proposals, unsigned contracts, overdue invoices. One question, full pipeline status.
Anyone on the team turns a brief into a proposal with your pricing, terms, and branding.
Liability caps, IP transfer, payment nets. Set once, applied to every contract.
Milestone, recurring, or hourly. Every client billed automatically from one place.
Pending proposals, unsigned contracts, overdue invoices. One question, full pipeline status.
The same agent that handles your paperwork keeps your inbox, calendar, and follow-ups moving.
Hi Matt, I wanted to follow up on a few things from our call. Pricing breakdown is coming today, security doc by Friday.
Drafted by AccordioAccordio reads every email, labels what needs you, and drafts replies in your voice. Review, tweak if needed, and send.
Hi Matt, I wanted to follow up on a few things from our call. Pricing breakdown is coming today, security doc by Friday.
Drafted by AccordioAccordio reads every email, labels what needs you, and drafts replies in your voice. Review, tweak if needed, and send.
Accordio finds a time that works, sends the invite, and reschedules when plans change. No more back-and-forth.
Accordio finds a time that works, sends the invite, and reschedules when plans change. No more back-and-forth.
Accordio pulls action items from your emails and meetings, reminds you what is due, and keeps you on track so nothing slips through the cracks.
Accordio pulls action items from your emails and meetings, reminds you what is due, and keeps you on track so nothing slips through the cracks.
Growing agencies that need operational leverage without hiring a full back-office team.
Web, marketing, and development agencies managing 10–50+ active client accounts.
Branding, design, and content studios that need consistent proposals across a growing team.
Software development agencies with complex SOWs, milestone billing, and multi-phase projects.
Agencies scaling from 5 to 50 people who need ops automation before they can afford an ops hire.
Not for: Agencies with 100+ employees and dedicated finance/legal/ops departments. You need enterprise software, not us.
You duct-taped a back office together.
Accordio is one AI that runs all of it.
Connects to your tools.
It is your tools. Contracts, invoices, meetings live inside. Ask, and it's done.
Yes. Your team shares the same agency defaults—terms, pricing, and templates. Any account manager can generate proposals and contracts that follow your standards.
Absolutely. Generate Master Service Agreements with individual Statements of Work attached. Each SOW can have its own scope, timeline, and billing structure.
Ask the AI: “Show me all invoices due this month.” It generates and sends them across all clients based on contract milestones and schedules.
Yes. One message gives you a full pipeline view: pending proposals, active contracts, upcoming milestones, overdue invoices, and projected revenue.
Yes. Every account gets a 14-day free trial of Legend — full access, no credit card required. Perfect for trying it with a few clients before committing. After that, Legend is $39/month or $29/month billed yearly.