For web design agencies
Discovery → sitemap → design → build → launch, with a client sign-off at every gate.
Website projects, signed off.
A better way to manage website projects and client approvals. ClientAI gives your team a structured way to move each site from discovery to launch — and gives your client one place to follow along.
Phases
Discovery, sitemap, design, build, launch — with a sign-off at each gate. Nobody starts development on a design that hasn't been approved.
Harbor & Pine — Website
Project phases
- DiscoveryComplete
- Sitemap & wireframesApproved
- Visual designIn review
- DevelopmentLocked
- LaunchLocked
Illustrative preview with sample data.
Set up a project with the phases you actually use. Activate the first, and when the client signs it off, the next one unlocks.
Inside each phase, your team works from tasks and subtasks, attaches documents, and keeps project conversation in one thread instead of a dozen emails.
Design feedback
Homepage v3, with every comment on the right pixel.
Share page designs as versioned deliverables — exported images, PDFs, or a Figma link shown as an embed. Clients pin comments on the layout, your designers reply and resolve, and the client approves the version or requests a revision within the rounds you've scoped.
Homepage design
Harbor & Pine Coffee · Revision 2 of 3
Comments · v3
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Illustrative preview with sample data.
Day to day
What changes for a web agency.
- 01
Kickoff without the chase
Clients complete your onboarding questionnaire — goals, assets, logins, competitors — in their portal before the project starts.
- 02
Change requests in one queue
Post-launch edits arrive as requests with attachments, each with a comment thread, instead of scattered emails.
- 03
Hours against the build
Track design and development time per project and see profitability by client from their hourly rate.
- 04
Tech details on file
Keep each client's tech stack on their record, so the next developer on the project knows what they're working with.
The client side
The same professional experience on every website project.
Every client gets a portal under your agency's brand with their projects, phases, designs to review, documents, and messages. Whether it's a five-page brochure site or a full rebuild, they always know where things stand.
Overview
Projects in Flight
2
Designs to Review
1
Recent Deliverables
Illustrative preview with sample data.
Start today
Run your next website project in ClientAI.
Set up the phases, invite the client, and share the first design for review.
One workspace. Better collaboration. More organized delivery.