Discovery briefs
Keep the client requirements where the team can return to them.
For web agencies
Keep site documents as organized as the site itself.
A web project produces more than the site: a brief, scope, feedback PDFs and approvals. EveryTask gives those documents the same structured home as the delivery work.
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How this work moves
A web project needs a record of what was agreed before it is built.
A web agency may keep delivery work in an issue tracker or a design tool, but the client relationship still depends on documents: discovery notes, scope, proposal, audit, sitemap, review PDF and agreement. Those documents are where priorities, commitments and approvals become legible to both the agency and the client.
A client project keeps the document side of the engagement organized. The agency can prepare the decision document, send a simple review link, retain the version that was agreed and move the final file to signature. The result is a more dependable record of how the project scope and client decisions evolved.
The work around the work
The document is not the problem. Where it goes next is.
- Scope changes are agreed in scattered notes instead of against the proposal.
- The client has no clear way to review a PDF without joining another system.
- Old requirements disappear when a newer file is saved.
The document set
The client work you need to keep together.
Scopes and proposals
Create, revise and retain the commercial document before work begins.
Review PDFs
Share a route map, audit or design PDF for client feedback without another portal.
Where it helps
For the client documents behind a well-run web project.
Getting discovery and scope agreed
Keep the discovery brief and proposal in the same client project so a change to features, timing or budget can be understood against the original engagement document.
Reviewing a site audit or design PDF
Send a review link for a sitemap, audit, wireframe PDF or design presentation when the client needs to respond without being asked to join the agency’s delivery stack.
Retaining the commercial record
Keep the proposal, any agreed revision and signed agreement beside the client project so a later scope discussion starts with evidence instead of a memory of the original terms.
The agency flow
From working document to finished record.
EveryTask does not replace the work. It gives the client document a place to move through it.
- 01
Set up the client project
Give the brief, proposal and review material a single home from the start.
- 02
Prepare the decision document
Edit an uploaded PDF or generate a structured document from a template.
- 03
Share the client review link
Ask for feedback without putting the client through account setup.
- 04
Keep the agreed record
Save the revision, retain its history and send the finished agreement for signature.
What changes
A client project is more than a folder.
The scope stays near the work
A client project gives commercial documents a place beside later deliverables.
Review does not need another portal
The client opens a link and responds to the document in front of them.
Versions answer what changed
Earlier PDFs remain available when the project needs context.
Questions, answered
EveryTask for web agencies
Does EveryTask replace our project-management tool?
No. It organizes the documents that explain the client engagement: briefs, proposals, review PDFs, approvals and agreements. Delivery work can remain in the tools your team already uses.
Can we use it for audit and sitemap PDFs?
Yes. Upload the PDF, prepare it for review and share a client link so feedback is attached to the document context.
How does it help with changing web-project scope?
Saving a revised proposal or scope document preserves the earlier version, making it easier to see what changed before the client agreed to the next version.
Can clients review without creating an account?
Yes. Client review links are designed to let a client open and respond to the selected document without workspace-account setup.
Ready when you are
Give the next client document a place to go.
Create a free workspace, then add the first client project when the work is ready.
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