Client & Project Operations

From first requirement to final delivery.

ClientFlow brings requirements, clients, projects, meetings, tasks, documents, communication, and delivery into one beautifully organized workspace.

Structured requirements
Secure client access
Real-time project visibility
24
Requirements
12
Active Projects
08
Meetings
17
Open Tasks
New requirement
Client response
Meeting scheduled
Project updated
Acme Website Redesign
Development · 72% complete
01
Requirement Portal
11
Project Stages
24/7
Client Access
100%
Tracked Workflow
The workflow

One connected workflow.

Every project starts with a structured requirement and continues through a transparent delivery process.

01

Submit Requirements

Clients tell us exactly what they want through a guided requirement wizard.

02

Review & Clarify

Your team reviews requirements, asks questions, and finalizes the project scope.

03

Create Client

Convert an approved requirement into a secure client account in one step.

04

Start Project

Create the project, milestones, tasks, meetings, documents, and delivery workflow.

Built for delivery

Everything your team needs to stay aligned.

Replace scattered emails, spreadsheets, messages, and files with one structured project workspace.

Centralized Dashboard

Everything your agency needs to manage requirements, clients, and projects from one place.

Smart Requirements

Dynamic services, sub-services, and questions create structured project requirements.

Project Pipeline

Move projects from requirement to launch through a clear 11-stage delivery pipeline.

Meetings

Schedule consultations, reviews, and project meetings with agendas and action items.

Client Communication

Keep project conversations, updates, clarifications, and notifications in one place.

Secure Client Portal

Clients only see their own projects, tasks, documents, meetings, and updates.

For clients

Your project.
Always visible.

Clients get a dedicated workspace where they can follow project progress, respond to clarifications, attend meetings, complete tasks, access documents, and communicate with the project team.

Live project progress
Upcoming meetings & calendar
Tasks and client actions
Documents and project files
Project updates and messages
Access Client Portal
Current project
Website Redesign
On track
Project progress72%
Development · Target completion Oct 18
Next meeting
Design Review
Client task
Upload content
Latest update
Homepage completed
Documents
3 available

Ready to start your project?

Tell us what you need. Our requirement wizard will guide you through everything we need before your project begins.

Start Project Requirements