Because you said I want to hand a client a finished website
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客户工作
Every engagement you are running, the paper behind it, and what it still owes you.
Read more about Client Work
Every engagement you are running, the paper behind it, and the money it owes you — in one room.
An engagement is one piece of client work — a retainer, a project, a brand partnership — and it carries its own board, its own agreements and its own invoices. The pipeline shows what is genuinely running and what has closed; completed work moves to history so the live view stays honest about what is actually live.
The client sees their own side and nothing else. A portal is the link you actually send: one row per client, so you can see who can get in, who has been in, and what is sitting there waiting for them. Signed, delivered and still-to-open are states you read at a glance rather than states you have to ask about.
Reports are built from the client’s real board rather than typed out again — what moved, what shipped, what it cost, what is next — and drop straight into their portal. Asset reviews run the same way: a version, feedback pinned on the artwork itself, and an approve-or-request-changes loop that ends in a sign-off you can deliver.
Money is part of the record, not a separate exercise. Each engagement carries its milestones and what each one is worth, a budget you set and spend against, and a position on what is outstanding — all of it feeding the same month as every other way you earn.
What it actually does
- One engagement holding the brief, the board, the agreement and the invoices
- A client view that shows only their work
- Budgets per engagement, with spend read against them
What that changes for you
- Approvals stop living in somebody’s inbox
- Clients stop asking for a status update
- Nothing delivered goes unbilled
You come away with work a client can watch, and a milestone that bills itself.
