SOFE Add-On

Your clients deserve better
than email chaos

Give them a dedicated workspace to track progress, review deliverables, and pay invoices — so you look and operate like a premium provider.

Available as a SOFE add-on · $9/mo · $79/yr · $99 lifetime

40%Faster project delivery
20+AI agents for delivery
16Integrated solutions
100%Your data ownership
Deliver · Add-On

One Platform, Two Powerful Views

Manage your practice while giving clients a polished, professional workspace

Your Dashboard
Client Workspace
sofe.app/deliver
AI: Health check sent to Nova Financial
6/10
Clients
$21.2k
Revenue
4
Invoices
Search clients...
Client
Contact
Hours
Outstanding
Client
HoursOutstanding
Meridian Health Systems
Sarah Chen
47.5h
$12,500
Meridian Healt...
47.5h$12.5k
Engagements2 Active
Digital TransformationEXECUTION
2 hours ago
Process AutomationREVIEW
1 day ago
Engagements2 Active
Digital TransformationEXECUTION
2 hours ago
Process AutomationREVIEW
1 day ago
Nova Financial Group
Michael Torres
32h
$8,750
Nova Financial...
32h$8.8k
BrightPath Retail
Emma Williams
18.5h
BrightPath Ret...
18.5h
sofe.app/deliver
AI: Health check sent to Nova Financial
6/10
Clients
$21.2k
Revenue
4
Invoices
Search clients...
Client
Contact
Hours
Outstanding
Client
HoursOutstanding
Meridian Health Systems
Sarah Chen
47.5h
$12,500
Meridian Healt...
47.5h$12.5k
Engagements2 Active
Digital TransformationEXECUTION
2 hours ago
Process AutomationREVIEW
1 day ago
Engagements2 Active
Digital TransformationEXECUTION
2 hours ago
Process AutomationREVIEW
1 day ago
Nova Financial Group
Michael Torres
32h
$8,750
Nova Financial...
32h$8.8k
BrightPath Retail
Emma Williams
18.5h
BrightPath Ret...
18.5h
sofe.app/deliver/client/meridian-health

Meridian Health Systems

Digital Transformation Initiative

Project Progress8 of 12 tasks completed
67%
Discovery & Planning
4 / 4100%
Stakeholder interviews
Current state assessment
Requirements documentation
Project roadmap approval
Implementation Phase
4 / 667%
System architecture design
Database migration plan
API integrations
User acceptance testing
Security audit reviewIn Review
Performance optimization
Status
Execution
Building & implementing solutions
Progress67%
Quick Actions
Updated 2 hours ago
Real-time sync
AI-powered automation
White-label ready
Built For You

For anyone doing work for others

Whether you're coaching one client or managing twenty, Deliver gives you a professional system without the complexity of enterprise tools.

Consultants & Advisors

Track engagements, share deliverables, and manage client relationships from one workspace.

Freelancers & Creatives

Send proposals, track time, invoice clients, and keep every project organized.

Coaches & Tutors

Share progress, session notes, and action items — your clients always know where they stand.

Bookkeepers & Service Providers

Manage recurring work, track hours, and handle billing — all without switching tools.

Capabilities

Everything you need to deliver

A complete workspace for professional service delivery — from first contact to final payment.

Client Workspaces

A dedicated space for each client. Share files, updates, and deliverables — all in one place.

Time Tracking

Automatic time tracking integrated with your work. Know exactly where your hours go and what to bill.

Invoicing & Payments

Generate invoices instantly. Accept payments online. Track receivables and get paid faster.

Smart Proposals

Create professional proposals with AI assistance. Track views, automate follow-ups, and close faster.

Communication Hub

All client communication in context. Never lose track of a conversation or decision again.

Project Analytics

Real-time visibility into project health, profitability, and utilization across all your clients.

Contract Management

Templated contracts with e-signature integration. Store, track, and renew agreements seamlessly.

AI Workflows

Automate status updates, follow-ups, and routine tasks. Focus on delivering value, not admin work.

How It Works

From lead to payment in one platform

Replace the chaos of disconnected tools with one seamless client experience.

1

Win the work

Send proposals, get contracts signed, and onboard clients — all within minutes of your first conversation.

2

Deliver cleanly

Collaborate in dedicated client workspaces. Track time, manage deliverables, and keep everyone aligned.

3

Get paid

Generate invoices automatically. Accept payments online. Track every dollar from estimate to bank account.

Bank-level security. Your data, your clients, protected.

Simple, transparent pricing

Deliver is a SOFE add-on. You need a SOFE license to use it.

Deliver

Add-On

Client workspaces, invoicing, time tracking, and delivery management.

$9/month
or
$79/year
or
$99foreverEarly access
  • Client-facing workspaces
  • Invoicing and payment tracking
  • Time tracking and delivery milestones
  • Service history and communication context
  • Smart proposals with AI assistance
  • Project analytics and profitability insights
Get Started with SOFE →

Add Deliver from within SOFE after you get started.

Start delivering better work today

Join providers who are delivering faster, getting paid on time, and building better client relationships with SOFE Deliver.

Get Started →

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