Kickoff briefs
Set out the agreed scope, who does what, what you need from the client and the first steps.
All features
Kickoff briefs and client reports
Start the work well. Keep clients in the picture.
Create a kickoff brief
What you can do
Progress updates
Report the period’s completed work, results, risks, decisions needed and what comes next.
Optional confirmation
Ask the client to confirm the plan or mark a report as reviewed. No signature needed.
A kickoff room
Create a private client room from an accepted agreement, with the brief and the agreed scope ready to share.
The workflow
Start from the agreement
Create a kickoff brief or a report from a template or with AI.
Add your details
Fill in owners, dates, results and decisions.
Share it
Send the link or add it to the client room.
Get the confirmation
See when the client confirms or reviews it.
Built around your work
A clear start
Everyone agrees on the plan before work begins.
Fewer status emails
One link with the update, the evidence and the next steps.
Honest reporting
AI drafts from the results you supply and leaves missing numbers open for you.