CLIENT WORK / USE CASES
Start with one client project.
Choose the work you want to make easier, see the demo, then try it with your own client.
Keep client assets and approvals visible in one Room.
Bring website project files, client tasks and approvals into one Room, with owners and due dates everyone can see.
See how to start →
Keep requirements, tasks and agreements in the same place.
Record decisions, open questions and next requests alongside the files they relate to, so your team and client can check the same evidence.
See how to start →
Turn a proposal into actions with owners and due dates.
Share proposals, meeting notes and action plans with clients, keeping both sides’ tasks and decisions together.
See how to start →
See what happens after you share a document.
Start with document tracking: share a file, check viewing activity and arrange the next conversation. Use a Room when you need the whole project together.
See how to start →