5 guides

Projects & Intake

Create projects, send intake links, build custom intake forms, and turn answers into a brief.

Create a project and send the intake link

Start a project, choose an intake form template, and share the link your client fills out.

Use the built-in intake templates or build your own to match the questions to each project type.

Review your client's intake answers, add private notes, and approve the brief before sharing it.

See every stage of a job, when your client last looked at something, and work each document without losing your place.

Move a finished project out of your active list, restore it later, or permanently delete one.