Business setup, once
After creating a business account, add your contact details, industry, country and time zone. They populate workspace settings and new-request defaults.
More than a form.
A clearer way to start work.
From the first request to the approved brief, keep your clients, answers and files connected.
A calendar with context
See client meetings, milestones, client deadlines and request deadlines together. Filter by client, open linked requests and export individual meetings as .ics files.
Clients, together
Keep contact names, phone numbers, email, addresses, websites, internal notes and default handover deadlines with the client.
Useful request templates
Choose from 21 business workflows, edit the instructions, add your own questions and save reusable templates.
Private client checklist
Share one private link. Your client can respond without creating an account, and return to the same checklist later.
Saved written drafts
Written drafts save as the client types. Submitting moves an answer into your review queue.
Files with context
Collect PDF, PNG and JPEG files up to 5 MB. Each file stays attached to its client, request and checklist item.
Review and corrections
Approve an answer, explain a specific correction, or mark an item not required. Received work is separate from accepted work.
Project readiness
See missing content, responses awaiting review, overdue requests and required items accepted. Search and filter the dashboard.
A file library
Find submitted files across projects. Filter by client, open the source request and download the correct file.
Complete client exports
Download client contacts, addresses, answers, comments, review history, deadlines, calendar records and original files in structured ZIP archives.
Question conversations
Keep clarification requests and replies attached to the relevant question, with business/client labels and timestamps. Email notifications are not active yet.
Conditional questions
Show follow-up items only when an earlier submitted answer matches. Hidden items do not count against readiness, and their records remain available.
Your business branding
Add a business logo and colour to private client checklists. Client Ready stays visible as the underlying platform.
Access controls
Business accounts can access their own requests. Replace a private client link or archive the request to close client access.
Workspace preferences
Save business details, your default template and follow-up cadence and cap preferences.
A realistic sandbox
The public demo uses the same workspace and request components. Sample clients and downloadable PDFs are included; trial uploads remain in your browser.
21 practical starting points.
Make each one your own.
The requests below use different questions and instructions. They share the same clients, file collection, review and handover tools.
Website launch
Get the content before the build starts.
6 editable checklist itemsMarketing campaign
A brief your team can actually produce from.
6 editable checklist itemsPhotography booking
Less guesswork before the shoot.
6 editable checklist itemsEvent planning
Bring the practical details together.
6 editable checklist itemsConsulting project
Start with the problem, evidence and outcome.
6 editable checklist itemsVideo production
A clearer brief from script to delivery.
6 editable checklist itemsService job preparation
Know what is needed before scheduling.
5 editable checklist itemsGeneral client handover
A useful starting point for any service business.
5 editable checklist itemsBrand identity
Get a brand brief with substance.
5 editable checklist itemsInterior design
A clearer room brief before design begins.
5 editable checklist itemsCopywriting & content
Get the facts before the first draft.
5 editable checklist itemsPrint & packaging
Collect artwork and specifications together.
5 editable checklist itemsVirtual assistance
Start support work with a clear handover.
5 editable checklist itemsIT & software onboarding
Collect requirements without collecting passwords.
5 editable checklist itemsE-commerce product listings
Make every listing easier to prepare.
5 editable checklist itemsTraining & workshops
Design the session around a useful outcome.
5 editable checklist itemsTravel planning brief
Get preferences before building the itinerary.
5 editable checklist itemsCatering & hospitality events
Gather the service details before preparation.
5 editable checklist itemsTranslation & localisation
Give the translator the context behind the words.
5 editable checklist itemsPodcast & audio production
A complete brief before the session.
5 editable checklist itemsTattoo studio
Bring the design, placement and appointment brief together.
8 editable checklist itemsWhat works, and what is still gated.
The workspace, client records, drafts, supported file uploads, review, link controls and exports are implemented in the early beta. Use fictional test content while launch checks are completed.
Automatic reminder delivery
The worker includes cadence, caps, pause/stop rules and delivery tracking. Real sending is off until the website’s Gmail connection is authorised and tested.
Paid subscriptions
Try the same workflow in the demo The subscription integration is prepared. Checkout remains unavailable until the payment provider, applicable fees and account access tests are confirmed.