MOZAIC Core for
From first enquiry to final delivery — every project tracked, every client informed, every referral source visible.
The Problem
Design studios run concurrent client projects while managing their own new business pipeline — all across email, shared drives, and messaging apps. Client files are shared informally. Project status is invisible to clients. Referral sources from architects, developers, and contractors are never systematically tracked.
Design files, revision notes, and sign-offs circulate via email. Version control is manual. When a dispute arises about what was approved, there is no audit trail to rely on.
Without a visible project tracker, clients call or email for updates. Designers spend billable time on status communication instead of production.
Architects, developers, and contractors refer clients — but there is no system measuring which partners send the most valuable projects, so relationship investment is undirected.
How it works
Potential clients discover the studio through the professional microsite or a referral. Enquiries enter the pipeline with source attribution recorded at the moment of contact.
Once agreed, the client is activated in the system. Project milestones are set. A branded client portal is issued with the project timeline visible to both sides.
Files, mock-ups, and contracts are shared via the client portal. Clients review, request revisions, and sign off — with a complete timestamp trail for every action.
If the project came via an architect or developer partner, the referral is recorded. Partner performance is visible — informing where to invest relationship time.
Platform modules
Project milestones, mood boards, and deliverable sharing in one secure branded space.
Enquiry and project qualification from first contact to signed contract.
Portfolio showcase, service offering, and lead capture form — SEO-ready.
Draft proposals, project descriptions, and client-facing copy with AI.
Secure contract, invoice, and design file delivery via the client portal.
Referral partners — architects, developers, contractors — tracked and attributed.
Studio portfolio updates, thought leadership, and client reactivation campaigns.
Track which partner or platform sourced each project — and what it converted to.
GDPR-aware by design
EU data residency
Full audit trail
We are selecting early access partners in this vertical. Tell us about your firm and we will be in touch within 48 hours.
