A project per client
Group every note, task and decision for a client in one project, with a board for the work and a catch-up for where things stand.
For agencies and studios
Every client call, every promise, in one place.
In client work, what was agreed matters as much as what was built. Obscribe keeps each call, decision and deliverable together by project, so handoffs stop depending on who was in the room.
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14 days free with every feature. No card needed.
The problem
A client says yes to something on a call. Two weeks later, the designer, the developer and the account lead each remember it differently. That gap is where scope creeps and trust wears thin.
Writing the decision down is the easy part. Finding it again, linking it to the work, and making sure it reaches the next call is what usually fails.
What Obscribe gives agencies and studios
Decisions on the record
Log what the client approved and when, beside the notes from that call. When scope is questioned, the answer is one search away.
Onboarding that is the same every time
Start a new client from the client onboarding template: welcome, kickoff and access in a steady checklist.
Status that writes itself faster
Use the weekly status template and the project catch-up to see what moved and what is blocked before you write to the client.
What a week looks like
- Kickoff: start the client onboarding template and the project kickoff note. Give each starter task an owner.
- Client calls: take notes in the meeting template, mark decisions as they are made, and keep open questions open until the client answers.
- Friday: open the project catch-up, then write the weekly status from what moved.
- Before the next call: carry unfinished tasks and unanswered questions into the new meeting note in one click.
Templates to start with
Pick one and write.
- Team Client onboarding Everything a new client needs in their first two weeks.
- Meetings Meeting notes Agenda, discussion, decisions and action items in one place.
- Projects Weekly status A short update on progress, risks and what comes next.
- Projects Project kickoff Set out the goal, scope and milestones before work starts.
What it costs
Seats follow your member count, so anyone you invite counts as a seat. The Team plan is $10 per seat a month billed yearly, or $12 monthly, after a 14-day free trial for up to 5 members. Sharing is by invitation: people outside your team can join the workspace only if you invite them. See pricing for the details.
Questions
Good to know.
Can clients see our notes?
Only if you invite them into the workspace, where they would be a member and count as a seat. Obscribe has no public sharing links or separate client portal today.
Can I keep each client's work separate?
Yes. Use one project per client, and folders inside it. Everyone in the workspace can see its notes, so keep clients who must not see each other in separate workspaces.
Does Obscribe replace our project management tool?
It covers notes, tasks with owners and due dates, and a board. If you need time tracking, invoicing or integrations, keep using the tools you have for those.
Try it with your team
Give agencies and studios a place to follow through.
Every template and every feature, free for 14 days. No card needed.
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