Skip to main content
ClientNest365

Ways to work with clients

A shared space for the work you do.

Working on your own or as a small business? Start with the part of client work that needs a clearer home.

See how it works Create your workspace

Start with what you need to get done.

Where is the latest file?

Collect documents

Give clients one place to send briefs, documents and working files. Keep the conversation beside the work.

Explore file sharing

Have they approved it?

Get feedback and approval

Share a draft, ask for feedback and record the client's sign-off with a due date.

See an approval example

What happens next?

Keep clients informed

Keep messages, shared files and pending requests together so clients can find what they need.

See how clients get access

What do you need from me?

Onboard a new client

Start with a checklist, collect the first documents and invite your client into their workspace.

Set up a first workspace

Different services. Familiar client work.

These are example workflows you can adapt, from your first independent project to a small team's client work.

Designers and freelancers

Give every draft a clear next step.

Share a brief, exchange drafts and collect feedback before asking for final approval.

  1. Step 1: Brief
  2. Step 2: Draft
  3. Step 3: Feedback
  4. Step 4: Approval

Photographers and videographers

Keep the brief beside the feedback.

Collect reference files, share preview files and keep revision requests in the client's workspace.

  1. Step 1: Brief
  2. Step 2: Preview files
  3. Step 3: Comments
  4. Step 4: Sign-off

Coaches and tutors

Keep materials and next steps together.

Share worksheets and supporting files, exchange messages and agree what to work on next.

  1. Step 1: Materials
  2. Step 2: Questions
  3. Step 3: Feedback
  4. Step 4: Next steps

Marketing and web businesses

Move from missing content to sign-off.

Collect copy and assets, share work for review and track the client's approval.

  1. Step 1: Content
  2. Step 2: Draft
  3. Step 3: Review
  4. Step 4: Approval

Consultants and virtual assistants

Make each engagement easy to follow.

Collect documents, organise deliverables and keep requests and updates with the work.

  1. Step 1: Documents
  2. Step 2: Deliverables
  3. Step 3: Feedback
  4. Step 4: Handover

Accountants and professional firms

Give document requests a home.

Keep client documents, outstanding requests and messages together through the engagement.

  1. Step 1: Requests
  2. Step 2: Documents
  3. Step 3: Review
  4. Step 4: Updates
Explore an industry in more detail:AgenciesLegal firmsAccounting firmsConsultants

See the client's side of a workspace.

Open the sample workspace to explore files, messages and an approval request. No signup needed for the tour.

See how it works