A quick reference for the terms used across the platform and this Help Center.

The foundation the whole product is built on: your services, priced and scoped, with their deliverables, delivery milestones, tasks and document structure. When you sign up, TCB builds a starting Base from market benchmarks for your craft. Read What is The Base?

Where your Base lives, in the sidebar under Foundation. Three tabs: Base General for your overall setup, Base Services for your services, and Base Intelligence for your AI preferences.

A structured playbook for one type of work you offer, holding your price, turnaround, deliverables, delivery milestones and tasks. Previously called a Service Type. Read What are Base Services and why do they matter?

The guided session, about two minutes, that turns the benchmark catalogue into your own Base by repricing and reordering it around your profession, experience and anchor service. It never overwrites a service you edited by hand.

What your client actually receives. Each one is either Included, already covered by the base price, or Optional, an add-on that adds its own price and days when you switch it on.

A stage the work moves through, like Discovery, Design, Delivery. Milestones come from your Base, can be edited per project, and are what your client sees in the portal.

An action item inside a project, grouped under a delivery milestone. Tasks load from your Base when a project is activated, with dates calculated from the activation date.

A person or company you work with. Clients sit at the top of the structure, with projects and documents underneath. Unlimited on every plan.

A specific engagement, linked to a client and a Base Service. It holds the scope, the documents, the tasks and the money for that work.

Pipeline, Active, On Hold, Completed and Archived. The state decides what you can do inside the project and whether it uses one of your slots on the Free plan. Read Understanding project states.

A project is either fixed price, a job with a total and an end, or recurring, a retainer billed per cycle. Read Recurring projects and cycles.

One round of a recurring project, usually a month. Starting the next cycle closes the current one, leaves unfinished tasks behind in it, and creates a fresh set from your Base.

The currency a project, and every document and payment inside it, is denominated in. Each project can use its own, independent of your account default, and it locks once the project issues a document or receives a payment. Read Working with multiple currencies.

A client-facing file built from your Base: proposal, contract or invoice. Every document belongs to a project and a client, and each type has its own lifecycle.

The editor where you review and personalize a document, with a preview that updates as you type. What you see is exactly what gets exported and what your client receives.

The visual style of a document, chosen per document. Origin and Ink are the two available today. The template changes how a document looks, never what it says.

A legally binding digital signature you can request from a client directly in TCB, compliant with ESIGN, UETA and eIDAS, with an audit trail and a certificate of completion. Free includes 3 per month, Plus and PRO are unlimited.

The tamper-evident record embedded in every signed document, showing who signed, when, from what device and via which email, plus the certificate generated automatically after signing.

The dashboard you land on after login, which adapts to where your business is: an on ramp before your first closed deal, a money view once you have projects. Read Your dashboard: the Launchpad.

The ruler on the Launchpad tracking the four steps to your first payment: Base built, real opportunity in, document out, money landed.

A commercial plan for creators starting with no clients: a target, a date, and the specific sales from your Base that reach it. Not to be confused with your subscription plan.

The guided flow for work that is already running, recording what was agreed, what was already paid and where delivery stands.

A read-only page, opened with a link and no login, where your client follows their projects. One link per client, and it never shows money. Read The client portal.

A one-click email update built from the real state of a project, sent from TCB with replies going to your own address.

The AI layer of the product, and the only place AI runs. It reads what your Base and your projects produced and names the next move. Part of the PRO plan.

A reminder is an observed fact calculated from your data, like a deadline in three days, and every account gets them. An insight is judgement on top of those facts, generated by AI, and carries an AI badge.

The morning read at /brief that composes the day's insights and reminders into one page instead of a feed of cards.

The section of Finances that appears once you connect Stripe in Getting Paid, showing your balance, payouts and the payments clients made online. Read Getting paid online.

The Free plan allows 3 projects in Active or On Hold at a time. Pipeline, Completed and Archived do not count. Plus and PRO remove the limit.

The three plans. Free is free forever with limits, Plus removes them, and PRO adds the Base Intelligence layer. Read Free, Plus and PRO: what's the difference?