Your business, ready to go.
Create your business account, then add your trading name, contact details, country, time zone and business type. These become your workspace settings and defaults for new requests.
One clear link.
Everything in the right place.
Your business has the workspace. Your client gets a simple private checklist, with no account or password to create.
Try both sides of the workflowCreate a client request.
Add a client with their email, phone, address and useful notes. Choose one of 21 templates, edit each question or upload instruction, and set a deadline. Existing client details and business defaults carry across.
No client account needed.
Copy the private request link and share it through your usual email or messaging channel. Anyone holding that link can open that request, so send it only to the intended recipient. You can replace the link or archive the request to close access.
Answers arrive against the question.
The client types an answer, adds a website link or uploads a PDF, PNG or JPEG up to 5 MB. Written drafts save as they type. They press Submit response to send an answer for review; uploading a file submits it immediately.
Received is the start of review.
Refresh your business workspace to see new submissions. Answers appear on the request; files also appear in the client’s file library. Approve them, mark an item not required, or ask for a specific correction. Feedback appears on the same client checklist.
Deadlines with the client attached.
Client handover deadlines and request due dates appear on your calendar. Add internal meetings, tasks or milestones linked to a client and request. Download a meeting as an .ics file to import into another calendar.
Who sees what?
Your business account
Your client profiles, contact details, internal notes, request answers, files and calendar are private to your business account.
Your client’s private link
It opens that one request: questions, deadline, submitted responses and your review feedback. It does not open your client directory, internal notes, calendar or other requests. A private link is access, so keep it confidential.
What the early beta does today
Collection and review work inside the workspace. Automatic request emails, reminder delivery and subscription billing are not enabled yet. Share the request link yourself during testing. Calendar entries do not email invitations or sync automatically.
Return later, without starting again
Your client can reopen the same private link on another device to see saved drafts, submitted answers and feedback until the request is archived or the link expires or is replaced.
What should I test with?
Explore every feature Use fictional content while account, retention, backup and delivery checks are completed. Do not upload passwords, bank details, IDs or health records.