Projects and pipeline
Briefs and intake forms
Structured briefs that capture what's needed before work begins. Custom intake forms for client requests.
Every project has a brief attached to it. The brief captures the scope, objectives, target audience, deliverables, and any reference material. It can go through an approval workflow you define, so the creative director signs off before the client sees it, or the client's legal team approves via a secure link and PIN.
For teams that receive work requests from clients or internal stakeholders, you can set up a custom intake form in Settings > Intake Form. This creates a structured request page where people submit what they need: project type, timeline, budget range, reference files. Requests land in your queue, structured and ready for you to decide whether to accept them.
When you accept a request, it becomes a project with the brief already populated from the intake form. No copy-pasting from email.