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For product and UX studios

Discovery to launch, with the decisions and the context kept.

Research, references and notes with the work, wireframes and reviews the client signs off, tables for requirements, and a handover that keeps every decision for the next phase.

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  • 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.

  • Discovery findings live in a deck nobody opens again.
  • Why a decision was made is lost by the next phase.
  • Requirements in a sheet, designs in Figma, tasks in another tool.
  • The client’s product owner wants to follow along without a Figma seat.
  • Phase two starts by rediscovering phase one.
  • Usability feedback arrives in a dozen formats.
02 - How it runs

Every step below is a screen in WorkTogethr today.

  1. 01
    Your team

    Discovery

    The UX audit or Design checklist, research notes, references and mindmaps - filed with the project, shared with the client when you choose.

  2. 02
    Your team

    Requirements as a table

    Features, priorities and acceptance in a table with linked records, views and comments per row.

  3. 03
    Your client

    Agree the flows

    Wireframes linked into a journey map, reviewed screen by screen by the client.

  4. 04
    Your client

    Design reviews and sign-off

    Rounds, pinned comments, votes and a sealed sign-off per decision.

  5. 05
    Your team

    Build and test

    Tasks, a separate developer backlog, and feedback on the staging build with device details.

  6. 06
    Anyone

    Keep the context

    Client history gathers every note, file, review and decision across projects, by phase - phase two starts where phase one ended.

03 - What you get

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

Research and references

Findings that outlive the deck.

  • Research library per project
  • Reference library with link previews
  • Notes nested five levels deep
  • Mindmaps on a canvas
See how it works

Requirement tables

Like Airtable, with the project.

  • Linked records, lookups and rollups
  • Formula fields
  • Saved views per audience
  • Row comments and history
See how it works

Wireframes and journeys

Flows the client can follow.

  • Screens linked into a journey map
  • Keep, change or drop per block
  • Four device sizes
  • Freeze a signed-off screen
See how it works

Reviews and decisions

Every decision on record.

  • Directions, votes and comments
  • Rounds side by side
  • Sealed sign-off
  • A feedback report by screen and device
See how it works

Client history

Phase two starts informed.

  • Everything for a client, across projects
  • Grouped by the phase it came from
  • Finished phases labelled, not hidden
  • A history page for the client too
See how it works

Client portal

The product owner follows along.

  • Progress and decisions
  • Reviews and sign-off
  • Shared notes and files
  • No design-tool seat needed
See how it works

AI with the project attached

With your own key.

  • Ask what changed after the last review
  • Workshop notes into tasks
  • Draft client updates
  • A shared prompt library
See how it works

Contracts and invoices

Phase by phase.

  • A contract per phase, signed on the page
  • Invoices linked to projects
  • Billable time per task
  • 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
How do we keep decisions across phases?

Every review, sign-off, note and file is kept with the client and grouped by the phase it came from. Finished phases are labelled, not hidden, so the next phase starts with the context.

Can the client’s product owner follow along?

Yes. They log in to the client portal: progress, reviews to approve, shared notes and files - no design-tool seat needed.

Can we keep requirements in WorkTogethr?

Yes, in tables like Airtable inside the project - linked records, formulas, saved views and comments on each row.

Do you replace Figma?

No. Design in your design tool; share the screens for review in WorkTogethr, where the client comments, compares rounds and signs off.

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

Try the demoBook a walkthrough