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Product overview

One link carries the whole client deal.

EverBird.ai is client document software for agencies, studios and service businesses. Send a proposal, contract or invoice as one tracked link — your client opens it to read, e-sign and pay, and EverBird.ai follows up on its own when the deal goes quiet.

Everything below is the product as it works today. Nothing on this page needs an account to read.

EverBird thread — a client deal holding the sales contract, brand-assets request and invoice, with live invoice preview and send controls

How it works

01
Put the deal on one link

Upload the proposal, contract or invoice you already have. Every document in the deal lives behind a single link that never changes as you add to it.

02
Send it and watch it land

Your client opens the link — no account, no login, nothing to install. You see what they opened, how long they spent, and what they skipped.

03
Get signed and get paid

They sign in the same link and pay the invoice in the same link. When it goes quiet, EverBird writes and sends the follow-up instead of you.

What’s in it

Document threads

One shareable link per client deal, holding every document in order. Add to it and the link stays the same.

E-signatures

Legally binding under the U.S. ESIGN Act and EU eIDAS, with a timestamped audit trail on every signed document.

Invoicing and payment

Build an invoice from a saved item catalogue and take payment through Stripe in the same link. No per-invoice fee.

Read tracking

Know the moment a client opens the link, which pages held them, and which ones they never reached.

Automatic follow-up

A stalled deal gets chased on its own — the reminder goes out from your address, and hands the call back to you after three tries.

Client portal

A branded page where clients view, download, sign, pay, and upload the files you ask them for.

Accounts and signing in

Sending documents needs a workspace, which you create with an email address or with Sign in with Google. EverBird.ai uses your Google account only to create and sign you into that workspace.

The people you send documents to never need an account of any kind — they open the link, read, sign and pay. What we store and why is set out in our Privacy Policy.

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EverBird.ai

Everbird spots who’s stalling, decides when to follow up, and writes the message that closes the deal — automated client follow up software with one link for all client documents.

Pre-launch · Founders’ Circle open
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Our community is built into EverBird, and yes, we answer every email ourselves, always.

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