CLIENT WORK / USE CASES
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.
The demo uses fictional website-project data in Japanese. It does not create your project.
Where work gets stuck
Follow-up actions stall, client ownership is unclear and past agreements are hard to find.
Your first three steps
01
Add a proposal and action plan to the project Room
02
Assign owners and due dates to tasks on both sides
03
Review progress before meetings and share the next decisions
Use a non-confidential sample first. Check permissions before sharing with a client.
Start small, keep your current tools
Start with one project and one request. You can add more files and participants as you learn what works.
Download the getting-started sheet (Japanese)
Practical reading (Japanese)
Discuss your team’s workflow
Discuss project structure, client participation and working alongside existing tools. The booking page confirms the appointment.