Agency Forms That Streamline Client Work

Client briefs, project requests, creative approvals, and feedback. Forms that keep agency workflows organized and client communication clear.

Agency Forms That <span class='highlight'>Streamline Client Work</span>

Why Agency Forms Matter

Agency work lives and dies by client communication. Scattered briefs, unclear requests, and disorganized feedback slow projects and frustrate teams. Structured forms capture complete information upfront, so every project starts with clarity.

Complete Briefs Upfront

Stop chasing clients for missing details. Brief forms with required fields ensure you get everything needed to start work: objectives, audience, timeline, assets, and constraints.

Organized Feedback

Feedback forms structure client input by deliverable and revision round. No more hunting through email threads. Clear, actionable feedback ready for your team.

Streamlined Approvals

Approval forms document sign-off with timestamps and signatures. Clear records of what was approved, when, and by whom. Protect your agency and your work.

Agency Workflows

Forms for Every Agency Process

From initial inquiry to final approval, capture the information that keeps projects moving.

Briefs

Creative Brief Forms

Capture project objectives, target audience, messaging, deliverables, and timeline. Clients provide the context your creative team needs to produce great work.

Requests

Project Request Forms

Intake forms for new project requests with scope, budget, and deadline fields. Qualify opportunities and gather requirements before discovery calls.

Feedback

Feedback Collection Forms

Structured feedback forms for creative reviews. Clients provide specific input on each deliverable. Organized revisions instead of scattered comments.

Approvals

Approval Forms

Sign-off forms that document client approval. Capture electronic signatures, timestamps, and any conditions. Clear approval records for every milestone.

Branding

White-Label Forms

Brand forms for your agency or each client. Custom logos, colors, and styling. Professional forms that reinforce your agency brand.

Files

Asset Collection

Collect logos, images, brand guidelines, and reference materials. Clients upload assets directly in brief forms. Everything in one place from the start.

Conditional

Project-Specific Fields

Different project types show different questions. Website projects ask about pages and functionality. Brand projects ask about positioning. Relevant fields for every request.

Notify

Team Routing

Route submissions to account managers, creative directors, or project managers. Each team member gets the requests relevant to their role.

Integrate

PM Tool Integration

Connect to Asana, Monday, Basecamp, or any project management tool via Zapier. Automatically create projects, tasks, and briefs from form submissions.