Built for Creative Agencies

Get client assets before the deadline hits.

No more chasing logos, copy, and approvals.

Send clients a branded checklist for brand assets, content approvals, and project deliverables. They upload through a simple portal — no more digging through email threads.

14-day free trial · No credit card required

BopDocs
YF
Client
BS
Bloom SkincareCompleted
marketing@bloomskin.co
AV
Atlas VenturesIn Progress
brand@atlasvc.com
RD
Riverstone DentalIn Progress
dr.stone@riverstoned.com
PF
Peak FitnessOverdue
hello@peakfit.io

Sound familiar?

"The client approved the concept three weeks ago.
We still don't have the brand guidelines."
🎨
41%

of creative projects delayed by missing client assets

📧
7.8x

emails per project chasing brand assets and approvals

9 days

average delay per project due to incomplete client materials

Ready-to-use templates

Start collecting in minutes

Pre-built checklists designed for creative agencies. Customize fields, add your branding, and send.

8 fields

Creative Project Brief

  • Project goals & objectives
  • Target audience description
  • Brand guidelines (PDF)
  • Logo files (vector)
  • Brand color codes
  • Tone of voice notes
  • Competitor examples
  • Budget & timeline
8 fields

Website Redesign Assets

  • Current site analytics
  • Existing content inventory
  • Photography / headshots
  • Logo files (all formats)
  • Brand style guide
  • Copy for key pages
  • Domain & hosting credentials
  • Signed SOW
7 fields

Campaign Launch Package

  • Campaign brief
  • Approved copy (all channels)
  • Hero images / video
  • Landing page content
  • CTA and offer details
  • Tracking UTMs / pixels
  • Stakeholder approvals

How it works

Three steps. That’s it.

1

Pick a template

Choose an industry template or build a custom checklist for your creative agencie workflow.

2

Send a magic link

Enter your client's email. They get a branded portal — no password, no app, no friction.

3

Track & approve

Watch uploads come in. Approve files, leave comments, or request re-uploads from your dashboard.

Trusted by creative agencies

We used to lose a week per project waiting for client assets. Now we kick off projects the same week we sign the contract.
DP
Danielle Park
Creative Director, Forge Studio
Clients actually love the portal. They know exactly what we need, and they can do it from their phone. No more "sorry, I forgot to send the logo."
CR
Chris Ramirez
Account Manager, Redline Agency

Everything you need

Built for how you work

📋

Project templates

Pre-built checklists for briefs, website projects, campaigns, and rebrands.

🔔

Automated nudges

Clients get reminded until every asset is delivered. Your PM team is freed up.

Review & approve

Approve assets, flag issues, and request replacements — all in one place.

📊

Project tracking

See every client's asset status at a glance. Know who's blocking the timeline.

🎨

Your agency's brand

Clients see your logo, your colors. It looks like you built it in-house.

🔒

Secure file handling

AES-256 encryption. Safely handle NDAs, contracts, and confidential creative assets.

Ready to stop chasing documents?

Join creative agencies who’ve automated document collection and reclaimed their time.