Client Work Workspace
Workspace-first Design for Client Projects and Service Delivery
Client Work Workspace
Workspace-first Design for Client Projects and Service Delivery
Give your client work a dedicated place to exist so your work in progress can become approved deliverables.
The Client Work Workspace is a digital client workspace designed for those who need a better way to organize the moving parts of client projects before they become finalized work. It is designed for client profiles, project scope, meeting notes, task tracking, feedback, deliverables, decisions, change requests, invoices, and work in progress without forcing the process into one oversized notebook or a complicated, easily broken system.
Inside the Client Work Workspace.
The Client Work Workspace includes a curated set of Structured Notebooks, each assigned to a specific role in managing client projects. Together, they help your work in progress stay organized, usable, and ready to move forward.
Change Request Log
A dedicated place to record scope changes, requested updates, approvals, and adjustments as client work evolves.
Client Profile
A dedicated place to organize client details, preferences, project context, communication notes, and important background information.
Client Review Notebook
A dedicated place to review client work, capture lessons learned, evaluate progress, and improve future client engagements.
Decision Log
A dedicated place to record project decisions, rationale, tradeoffs, approvals, and direction as client work moves forward.
Deliverables Notebook
A dedicated place to plan, organize, track, and review the deliverables connected to a client project.
Feedback Notebook
A dedicated place to capture client feedback, revision notes, requested changes, and response details throughout the project.
Invoice & Payment Notes
A dedicated place to track invoice details, payment notes, billing status, due dates, and client payment information.
Meeting Notes
A dedicated place to capture meeting notes, discussion points, action items, questions, and follow-up details.
Scope Notebook
A dedicated place to define project scope, requirements, boundaries, expectations, and agreed-upon work.
Task Notebook
A dedicated place to organize client tasks, next actions, responsibilities, deadlines, and project follow-through.
Product details and compatibility.
The Client Work Workspace is delivered as a digital PDF Workspace designed for e-ink devices, iPads, tablets, and PDF annotation apps.
What’s included
Use it for
Compatible with
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