Clients
Share an offer with a client
Create a private client space from an accepted inquiry and retain review decisions.
Create the space
Client spaces require Plus or an active Plus trial. Create one from an accepted inquiry, then share the private invitation with the named client.
Request and retain a review
Build a board privately and send it for review only when it is ready. The client can approve the direction or request changes with a note. An approval records the exact board revision that was reviewed.
Revoke a pending invitation if it was shared incorrectly. Removing a client ends active access. Archiving a space ends client access while retaining the project record.