Turn a client call into a brief

A client call becomes a brief the team can start from, reviewed and approved, before the notes go cold.

1. Step 01

   Start from the call

   Pick the brief type, then record or upload the kickoff call, or paste your notes. From there, transcribes the call and fills the intake: client, audience, objective and the constraint that shapes the work.

   

2. Step 02

   Let the review mark the gaps

   Each section is drafted in , and the review names every field that is vague or unsupported, with a rewrite for each, before anyone on the team reads the draft.

   

3. Step 03

   Route it for approval

   The brief's approval steps, from strategist to creative director, replace the email thread and the PDF attachment, with comments and a version history on the same page.

   

4. Step 04

   Start the project from the brief

   Open the project in with the approved brief beside it. The fee and rates you set there are the margin baseline, and reads your team's recent briefs when it drafts the statement of work.