From brief to approved delivery
- 01
The brief arrives through your intake form and opens as a client-facing task on your board.
- 02
You upload the delivery onto that task; every upload is a version. The client opens it in the portal and pins notes onto the artwork.
- 03
They approve that version or send it back with a reason — who approved, when, and with what note is all on the record.
Why an approval is a record
An approval is not somebody saying “fine”; it is the answer to a question asked six months later. The product holds that in four places:
What we do not do
These are the things most often assumed on the design side. Here they are before you sign up, not after:
- Proofing previews images only. A PDF, a video or a design file can be uploaded and downloaded as a version, but you cannot pin a note onto it.
- There is no Figma, Adobe or other design-tool integration. You upload the delivery as a file.
- This is not a digital asset manager: no brand library, no license tracking, no automatic format generation.
- Versions are not compared side by side — you see the version you select, with no overlay.
- Storage follows the plan: 50 MB in total on Free; 1 GB per seat on Pro (at least 3 GB) and 3 GB per seat on Business (at least 10 GB), with per-file caps of 5 MB, 25 MB and 100 MB.
Frequently asked questions
Do we pay extra for proofing?
No. Versions and pinned notes work on the free plan; the only thing that limits you is storage. A client approving from the portal is part of the client portal, which is on Pro.
Which files can a client see?
Only the attachments on tasks you have published to them. A task is not in the portal until you publish it; internal notes, hours and costs stay behind the wall.
Can we get PDF deliveries approved with comments on them?
Not today. A PDF is uploaded and downloaded as a version, but pinned notes only work on images. If we open that up, it will be in the changelog.
How many clients can we work with?
Portal users never consume a team seat — they are managed through separate client slots, and Pro includes 10 while Business includes 50.