Client organisation for design studios
Last updated October 10, 2026
Keep briefs, scope, revisions and client decisions understandable.
Start with the brief
Record the outcome, deliverables and approval contact. Use custom fields for essential brief information and additional contacts for stakeholders.
Price the work clearly
Create a service catalog and add line items to proposals. Specify revision limits and dependencies in the scope or reviewed contract.
Keep clients informed
Share the proposal page, publish a project update and create tasks the client needs to complete. Files still need to be shared through your existing file service.