Client briefs

Clearer briefs, less uncertainty

Collect the goal, the visual direction and files with a shareable brief link before work starts; track progress and read the finished brief with an AI interpretation.

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The problem

Missing information becomes an expensive question in production

Free-text emails and scattered messages make everyone read the brief differently. Every missing heading becomes a new question and an unnecessary revision.

  1. (01)Critical goals and constraints stay in meeting notes.
  2. (02)References arrive piecemeal from different channels.
  3. (03)You can’t see whether the client left the brief half-finished.
  4. (04)The completed brief lives disconnected from the client record.

The Cowwwork approach

Ask the right question, in the right order

The agency builds a step-by-step template and shares a secure link. Alongside written answers, the client picks feeling words, a typography feel, a color world and moodboard options, and attaches files. On the Pro plan, an AI summary is generated automatically when the brief is submitted.

How it works

From link to AI summary

  1. (01)

    Build the template

    Pick the steps and question blocks for the type of work, or build your own reusable template.

  2. (02)

    Share the link

    Send the client-specific brief link; it’s filled in without a separate account, via email verification.

  3. (03)

    Track progress

    See clients who opened and abandoned the form, with their completion percentage, in the “in progress” list.

  4. (04)

    Read it with an AI summary

    As soon as the brief is submitted, a summary of the direction and contradictions lands in your panel; export it as a PDF.

Key benefits

A better start, less re-explaining

(01)

Consistent discovery

Every client goes through the same core scope; critical questions aren’t left to personal memory.

(02)

Visual context

Written answers, uploaded files, color world and moodboard choices stay inside the same brief.

(03)

An AI strategist

On Pro, the brief is interpreted under direction–watch-outs–recommendation; conflicting signals show up before production starts.

Features that work together

The rest of the client workflow

Agency panel

Client portal

Proposals

Contracts

Files & feedback

FAQ

No. The client-specific brief link is filled in via email verification, without creating a separate account.

Yes. You can arrange the steps and question blocks to match your agency’s service into a reusable template.

Yes. Clients who open but don’t submit appear in the “in progress” list with their completion percentage and last activity.

The AI brief summary is a Pro feature; it’s generated automatically on submission and can be re-run from the panel.

Yes. A completed brief can be exported as a PDF with its answers and selections.

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Start the work with a clearer brief

Structure the questions, share the link and read the completed answers with an AI summary.

Start for free