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Sideline

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What Sideline is

Sideline is a web platform for collecting, prioritizing, and tracking client requests. Custom intake forms capture details, files, deadlines, and priority in a shared queue. Teams can manage work in list, board, or calendar views with owners, labels, priorities, and due dates. Clients sign in to view their requests, check status, and reply through Sideline or email. Request-level time tracking, reports, CSV exports, monthly retainers, and prepaid hour blocks support agency operations. AI tools draft replies, polish messages, and suggest request updates for approval. Claude and ChatGPT connect through a custom connector; Make and Zapier use a token. Access can be scoped to requests or clients, with server-side permissions and immediate offboarding. The 14-day trial includes every feature without a credit card. Studio costs 49.00 USD monthly; annual billing is 490.00 USD yearly.

Who it suits

Sideline suits agencies and client-service teams managing incoming work, retainers, deadlines, and client communication. It fits teams wanting request tracking with client access and workflow automation.

What it does well

  • Custom forms centralize client requests
  • List, board, and calendar work views
  • Client portal supports replies by email
  • Request-level time tracking and CSV exports
  • AI drafts and polishes responses

What to know first

  • No timeline views
  • No resource planning
  • No free plan
  • White-label feature is still in development

Plans

PlanBilled and limitsPrice
Studio$49 /month, flat · 5 team seats included (+$9/mo per extra seat) · Unlimited clients & client users · Unlimited requests · 500GB file storage$49 a month
Studio annual$490/year, which is two months free · 5 team seats included (+$9/mo per extra seat) · Unlimited clients & client users · Unlimited requests · 500GB file storage$490 a year
Founding Agency Pass$999, once · 20 spots · 3 years of everything · 10 seats · After three years, a locked 50%-off-forever rate$999, paid once

As sideline.io lists them, read 11 Oct 2026. The maker's own page has the final word.

Verdict

Sideline brings intake, request management, client communication, reporting, and automation into one web workspace. Its missing timeline and resource-planning views should be considered before adoption.

Facts from Sideline's own pages

Access controls
Access can be scoped to assigned requests or selected clients, with permissions enforced server-side and immediate team-member offboarding. · sideline.io, 11 Oct 2026
AI features
AI tools include reply drafting, message polishing, and suggested request updates that users accept or ignore. · sideline.io, 11 Oct 2026
Client portal
Clients sign in to see their own requests and status, and can reply from Sideline or by email. · sideline.io, 11 Oct 2026
Connector access
AI connectors are read-only by default; an Account Owner can enable limited writes, and connections use the authorizing person's permissions. · sideline.io, 11 Oct 2026
Founded
2019 · sideline.io, 28 Sept 2026
Intake
Custom intake forms gather request details, files, deadlines, and priority into a shared queue. · sideline.io, 11 Oct 2026
Integrations
Claude and ChatGPT connect through a custom connector, while Make and Zapier can connect using a token. · sideline.io, 11 Oct 2026
Migration
Sideline offers free migration and says it can set up a workspace with imported clients within 24 hours. · sideline.io, 11 Oct 2026
Privacy controls
Content-free notifications can omit message bodies, attachments, and request titles from email notifications. · sideline.io, 11 Oct 2026
Purpose
Sideline collects, prioritizes, and tracks client requests for agencies and client service teams. · sideline.io, 11 Oct 2026
Security limitation
Sideline says it cannot prevent a person who can legitimately read a request from copying its contents. · sideline.io, 11 Oct 2026
Time and retainers
Sideline includes request-level time tracking, reports, CSV exports, monthly retainers, and prepaid hour blocks. · sideline.io, 11 Oct 2026
Trial and support
The 14-day trial includes every feature, requires no credit card, and the pricing page says a founder usually replies to email the same day. · sideline.io, 11 Oct 2026
White labeling
Custom domains, logos, and colors are included in Studio when the white-label feature ships; the pricing page says it is in development. · sideline.io, 11 Oct 2026
Work views
Teams can manage requests in list, board, or calendar views, with owners, priorities, labels, and due dates. · sideline.io, 11 Oct 2026

Where Sideline stands on Freedom251

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