For boutique studios
The wedding planning OS for studios that actually care.
Stop juggling 8 spreadsheets. Track every couple, every vendor, every deposit, every contract — in one tool that fits how you already work.
No credit card · cancel anytime · imports from your Excel sheet on day one
Event #4982
Sam & Riley — March 2027 wedding
- Event date
- 14 Mar 2027
- Venue
- Centennial Vineyard
- Guest count
- 120
- Budget
- AUD 55,000
- Deposit
- ✓ received
Right now
- ✕Mixing five Google Sheets to remember who paid what
- ✕Vendor COIs sitting in your Gmail — and one expired last week
- ✕Couples ask for the run sheet at 11pm and you can’t find the latest version
- ✕Re-typing the same engagement letter every single time
With Caseflow
- ✓Every couple has one case with date, budget, guest count, deposit status
- ✓COIs expire flag themselves 30 days before the event
- ✓Couples upload + see their docs through a portal — no chasing
- ✓Engagement letter is e-signed in 30 seconds, signed PDF auto-attached
Built for the way you actually work
Six features designed for your vertical out of the box — no configuration weekend required.
Couple-centric cases
Each wedding is a case. Track event date, venue, guest count, budget and theme as first-class fields — not buried in notes.
Vendor + COI tracking
Vendor contracts and insurance certificates are linked to each event. Get a heads-up when COIs expire close to the event date.
Deposits + final balance
Built-in Stripe links plus bank-transfer support (even foreign personal accounts). Auto-emails when payment lands.
Client portal
A magic-link page where the couple uploads photos, contracts and the guest list — no password, no app to install.
E-sign engagement letters
Send your contract from inside the case. Signed PDF lands back on the case the moment they sign.
AI reply drafting
Paste an email from a couple, get a context-aware draft you can edit. Budget, venue, guest count auto-referenced.
How it works
Step 1
Couple sends an enquiry
They fill your wedding enquiry form on Instagram → a case opens with all details mapped in. You get notified.
Step 2
You plan + collect
Build the run sheet, chase vendor contracts, send the deposit invoice. They pay via Stripe or wire. Everything lives in one case.
Step 3
Day-of + wrap
Run sheet ready, balance paid, vendors checked off. After: aftercare automation handles the thank-you + 1-month survey.
Frequently asked
Do my clients need to install anything? ▾
No. Couples access their portal through a magic-link email — works on any phone, no app, no password.
Can I run multiple weddings at once? ▾
Of course — that’s the whole point. The pipeline board groups everything by stage so nothing falls through.
What if I already use Stripe? ▾
We plug straight in. Existing Stripe account, existing payouts — we just generate the checkout link per invoice.
Can I import my existing client list? ▾
Yes — the import wizard takes a CSV from Excel or Google Sheets. Most studios are fully migrated in under an hour.
Built for studios from 1 planner to 15.
Start free. Import your existing client list in 5 minutes. Cancel anytime.