Document workflows for agencies
Stop sending client documents back and forth by email.
Create, edit, review, approve and sign documents in one client workspace. EveryTask keeps the file, feedback and final record together.
Create a free agency workspaceOne project per client
Keep the proposal, brief, review PDF and final agreement in one place.
Clients use a simple link
They can review and respond without creating an EveryTask account.
Move to signature when ready
The agreed document does not need to leave the project to be signed.
Choose your agency
Built around the documents your clients decide on.
Real estate agencies
A document workspace for real estate agencies to organize listing presentations, client agreements, review PDFs, approvals and signed records by property or client.Marketing agencies
A document workspace for marketing agencies to create proposals, collect client feedback, retain revisions and send the final version for signature.Design agencies
A document workflow for design agencies to share PDF proofs, collect client feedback, revise confidently and retain approved artwork.Creative agencies
EveryTask helps creative agencies keep briefs, concepts, approvals, contracts and final documents together in a client project.Web agencies
A client-document workspace for web agencies to manage discovery briefs, proposals, review PDFs, approvals and signed agreements.Consulting firms
A document workspace for consulting firms to create proposals, collect review feedback, manage approvals and retain signed client agreements.Public relations agencies
Document workflow software for public relations agencies to prepare communications plans, review press materials, collect client approval and retain signed engagement records.Social media agencies
Document workflow software for social media agencies to share content calendars, review campaign PDFs, collect client approval and retain scopes and signed agreements.Video production agencies
Document workflow software for video production agencies to manage treatments, proposals, client review PDFs, approvals, release documents and signed agreements.Branding agencies
Document workflow software for branding agencies to organize discovery briefs, proposals, brand direction PDFs, client approval and signed engagement records.Recruitment agencies
Document workflow software for recruitment agencies to organize search agreements, role briefs, candidate-summary PDFs, client reviews and signed engagement records.Start with a document
A tool for the file. A workspace for what follows.
Use the free PDF tools when the work is immediate. Create a workspace when the document needs a client, a history or a next step.