Feedback in the right place
Build feedback and onboarding forms right into a step, with text fields, rating scales and file uploads. Responses land on the step, and export to CSV when you need them.
Happy clients
How to keep clients happy_
The best projects don't just deliver great work. They deliver a great experience.
Outlign helps you bring clients into the process properly, so they're informed, engaged, and come back for more.
Imagine this:
- Clients know exactly where things are up to, without asking
- Feedback comes through clearly, in the right place, at the right time
- Expectations are set early, and actually stick
- Approvals are straightforward: no ambiguity, no backtracking
- Conversations feel aligned and collaborative, not confrontational
No one is chasing anyone. It just feels… easy.
But the reality is…
- Feedback comes in like confetti: emails, chat, docs, voice notes
- Clients don't always know what's expected of them, or when
- Approvals drag out, and scope starts to blur
- Communication feels messy and eats up precious work time
No one is trying to be difficult. The process just isn't helping.
This isn't a client problem. It's a visibility problem.
When clients can't clearly see the process, they fill in the gaps themselves_
How can Outlign help change the dynamic?
Give clients their own clear view of the project, and put every review, approval and conversation in the place it belongs.
A client portal that explains itself
Every project has a client-facing side built from your process, with its phases, steps and what's next in plain view. Add context where it helps (Loom walkthroughs, Figma embeds, callouts and files) so clients always know what they're looking at and what you need from them.
Approvals without the back-and-forth
Turn any step into an approval with its own message. Clients approve it, or mark it not approved, in a click, and you keep a record of who signed off.
Conversations that stay on the project
Project messages, step comments and @mentions keep every decision next to the work it’s about. Notifications and email digests keep clients in the loop without you writing another update.
One platform. Two views. Total alignment.
The workspace inside Outlign is built for both sides of the project. A structured workflow for your team, a guided progress view for your client. So everything (and everyone) can get on the same page. Literally.
Client view — Where things are up to, what your client needs to do, and what’s coming next.
Agency view — The same project from your side, with the internal detail your team works from.
Clients only ever see the client side: no internal notes, internal messages or draft steps. Preview any project exactly as your client will see it before you invite them.
What this means for your agency
When clients know what's happening, everything gets easier.
Most client frustrations come from uncertainty. When clients can see where a project is up to, what's expected of them and what's coming next, communication gets easier, feedback gets clearer, and trust builds naturally throughout the project.
01
Spend less time managing communication
And more time doing the work you're paid for.
02
Keep clients informed without constant updates
The client portal does the heavy lifting.
03
Reduce feedback chaos
One place for reviews, approvals and decisions.
04
Create stronger client relationships
Clients feel involved, informed and looked after.
05
Improve client retention
Happy clients are more likely to come back.
06
Turn your client experience into a competitive advantage
One that's consistent no matter who is managing the project.
Go from chasing clients to collaborating with them.
When your clients are engaged in your process, you'll spend less time managing them and more time delivering great outcomes, which leads to stronger relationships and repeat work. And as your agency scales, that consistency matters even more.
