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For design and branding agencies

From brief to signed-off design - with the client in the room.

Wireframes the client can comment on, design reviews with pins and rounds, branding checklists, a sealed sign-off and a handover the client keeps.

Try the demoBook a walkthrough
  • Free plan with every feature
  • Unlimited people
  • No card required
01 - Sound familiar?

Each of these has a place in WorkTogethr where it stops happening.

  • Feedback arrives as screenshots with red circles in WhatsApp.
  • The client approved version 2, then remembers approving version 3.
  • Stakeholders you have never met appear at the final round.
  • Final files go out by WeTransfer and expire in a week.
  • The brief lives in an email you have to search for.
  • Nobody can tell which direction was chosen, or why.
02 - How it runs

Every step below is a screen in WorkTogethr today.

  1. 01
    Your lead

    The brief comes in as a form

    A branded brief form; every answer a row you can sort, comment on and keep with the project.

  2. 02
    Your team

    Kick off with a checklist

    The Design or Branding checklist: what the client owes you (logos, fonts, references, access) - visible to them in their portal.

  3. 03
    Your client

    Agree the structure

    Grey-box wireframes, screen by screen. The client says keep, change or drop - about the screen or one block.

  4. 04
    Your client

    Choose a direction

    Share two or three directions; stakeholders vote and comment, and the chosen one stays on record with the discussion that chose it.

  5. 05
    Your client

    Refine in rounds

    Pinned comments with numbers, replies on the pin, v1/v2/v3 side by side. Outside stakeholders join with a link.

  6. 06
    Your client

    Sign off

    Approval in a dialog that shows the artwork, sealed with a timestamped fingerprint of exactly what was approved.

  7. 07
    Your team

    Hand over

    Final files, links, fonts and notes in the handover - kept for the client after the project closes.

03 - What you get

Each card opens the full page for that feature - the workflow, who does what, and every detail.

Design reviews

Feedback on the pixel it is about.

  • Pinned, numbered comments
  • Replies and assignees on a pin
  • Rounds compared, overlaid or swiped
  • PDFs reviewed page by page
See how it works

Wireframes

Agree structure before polish.

  • Grey-box screens from simple blocks
  • Keep, change or drop per screen or block
  • Mobile, tablet, laptop, desktop
  • Feedback becomes a task in one click
See how it works

Sign-off that holds

Provable later.

  • Approval with the artwork in view
  • Timestamped SHA-256 fingerprint
  • Close a review, keep the record
  • Public links for stakeholders
See how it works

Client portal

One place for the client.

  • Reviews waiting on them
  • What they owe you
  • Shared files and notes
  • Your logo and colours
See how it works

Branding and design checklists

Every project starts complete.

  • Design, Branding and UX audit templates
  • Stage by stage, before we start to handover
  • What the client owes, visible to them
  • Critical items marked
See how it works

References and notes

Context kept with the work.

  • Reference library with link previews
  • Notes shared with the client or kept internal
  • Mindmaps for early thinking
  • Tables for content and copy decks
See how it works

Handover

Everything the client keeps.

  • Final files up to 50 MB
  • Live links and notes
  • Encrypted credentials
  • Kept after the project closes
See how it works

Portfolio and testimonials

Turn finished work into the next client.

  • A portfolio everyone on staff adds to
  • Share only the work a prospect asked about
  • Testimonial requests and links
  • A testimonial wall and widget
See how it works

Contracts and invoices

Paperwork without another tool.

  • Proposals from your template
  • Contracts signed on the page
  • Line-item invoices
  • Payments recorded
See how it works
Why WorkTogethr

Most agencies under 200 people run eight or more tools that do not know the client exists. WorkTogethr is one place for the work, the client and the business around them.

What you need to doWhat agencies usually useIn WorkTogethr
Plan and run client projectsA project tool such as ClickUp, Asana or monday.comProjects, boards, a timeline and service checklists
Show the client progress and what they oweStatus emails and shared drivesA login per client, on the same project
Feedback pinned on designs and websitesA proofing tool such as Markup.io or BugHerdReviews with rounds and a sealed sign-off
Leads and follow-upsA CRM such as HubSpot or Pipedrive, plus Make.com and a sheetLead ads, forms and WhatsApp straight into the CRM
WhatsApp with leadsOne person’s phoneA shared WhatsApp Business inbox; every chat a deal
Proposals and contractsGoogle Docs and an e-signature tool such as DocuSignProposals and contracts signed on the page
Invoices and what is outstandingA spreadsheetLine-item invoices and payments recorded
Briefs, sign-ups and surveysGoogle Forms or TypeformForms whose answers become table rows
Leave, onboarding and reviewsSpreadsheets, or an HR tool such as BambooHRLeave balances, signed HR documents, monthly reviews
Each client’s SEO, analytics and adsSeveral dashboards and a report built by handGrowth: each client’s numbers with what stands out
Hand the project overWeTransfer and an email of passwordsAn encrypted handover the client keeps

Products are named as examples of their category. We do not list what they lack - check each one’s own site; ours is on the pages linked above.

  • Your client is inside itEvery client logs in to their own projects - approvals, files, contracts and invoices - instead of asking you by email.
  • Built in, not bolted onProjects, reviews, CRM, contracts, invoices, HR and a WhatsApp inbox share one workspace. Nothing to sync, nothing to pay for twice.
  • Every feature on every planThe free plan has every feature. Paid plans add capacity - clients, projects, storage - never features.
  • Sized for 2 to 200 peopleUnlimited people, no per-seat pricing, and roles for owner, project managers, team, sales, HR and clients.
  • Agency defaults, day oneEleven service checklists, a review flow and a CRM ready for your trade - start working, not configuring.
  • Proof that holdsSign-offs sealed with a fingerprint, contracts signed with a certificate, every change in the activity log.
Coming from
04 - Start from a checklist

The same checklists that are built into WorkTogethr - read them, then run them with your client.

Questions
What is the best way to get client feedback on designs?

Share the design for review and let the client pin comments on the exact spot, with numbered pins, replies and rounds side by side - then a sign-off sealed with a fingerprint. That is how reviews work in WorkTogethr.

Can clients review wireframes?

Yes. Grey-box wireframes are shared screen by screen; the client says keep, change or drop about a screen or a single block, and either side can answer.

Can outside stakeholders give feedback without an account?

Yes, through a share link, under their own name.

How do we prove what the client approved?

The sign-off is frozen into a timestamped SHA-256 fingerprint of exactly what was approved.

Can we show prospects only our branding work?

Yes. Portfolio share links can be narrowed to categories - only branding, say - and edited after they are sent.

Free plan with every feature. Unlimited people. No card required.

Try the demoBook a walkthrough