Every piece of client work flows through one spine: the request.
1. A request comes in
Clients submit through the portal, or email lands in your inbox — both become a request in one place.
2. Staff triage
You turn a request into a task or a change request, or close it. Nothing gets lost and nothing is duplicated.
3. Work happens
Tasks move across the board; files and proofing attach to the work.
4. Client approval
When a deliverable is ready, the client reviews it in their portal and approves or requests changes — with a durable, versioned record of the decision.
This single flow is why requests, proofing, approvals and invoicing feel like one product rather than four tools.
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