One client profile
Find contact information alongside the work and documents connected to that client.
A clearer way
to work with your clients.
A connected history
Move between projects, proposals, invoices, contracts and meetings from the same profile.
Less starting over
Create the next piece of work with the client already attached.
HOW IT WORKSFrom here
From here
to your next step.
Add your client
Save their name, email and company details.
Connect the work
Create a proposal or project from their profile.
Keep things moving
Return to their documents, meetings and next steps from one place.
01Can I manage several projects for one client?
Yes. A client profile brings their connected projects and documents together.
02Do my clients need to sign up?
No. Clients use the private links you share to review documents and project updates.
A little less managing.
A lot more creating.
Give your best work the space it deserves.
Get started for freeWorking together? Meet Yaai Studio.