The AI workspace for your client briefs

The AI workspace for your client briefs

The brief gets emailed as a PDF. Someone downloads it. Someone else doesn't. The kickoff meeting adds context that isn't in the document. The client revises a requirement over Slack. A follow-up email clarifies the timeline. By week two, the "brief" is actually five documents, three email threads, a Slack conversation, and a meeting recording, and nobody on the team has the complete picture because it was never assembled in one place.

The brief is the most important document in a client project, and it's the one most likely to be fragmented across tools. The creative direction is in the PDF. The budget is in the email. The revised deadline is in Slack. The verbal additions are in someone's memory. When the deliverable doesn't match what the client wanted, the problem usually started with the brief being incomplete, not the work being wrong.

Fabric gives every brief one home. The document, the revisions, the meeting context, the annotations, and the working materials all live together, searchable and current.

The complete brief in one place

Save the brief PDF to a client space. Add the kickoff meeting recording, which audio and video transcription transcribes and makes searchable. When the client sends revisions by email, forward them to email-to-note. When requirements change in Slack, the context is captured by self-writing docs connected to Slack. The brief isn't a single document. It's the sum of everything the client has communicated, and it's all searchable in one place.

AI search reads across the brief PDF, the meeting transcript, the email follow-ups, and the Slack revisions simultaneously. "What did the client say about the colour direction" pulls from the PDF, the meeting transcript, and the Slack message where they changed their mind.

Annotate the brief with team questions and context

Annotations let the team mark up the brief: flag ambiguities, add questions, note assumptions, record decisions made in the kickoff meeting. The annotations are searchable, so "questions about the brief" finds every team member's flagged concern. "Assumptions we made during kickoff" surfaces the notes pinned to the relevant sections.

Draw on images if the brief includes visual references. Leave timestamped comments on video if the brief was delivered as a recording. The feedback is pinned to the exact spot in the exact document, not floating in a Slack thread.

The AI knows the full brief

The AI assistant reads the complete brief: the document, the revisions, the meeting notes, the Slack context. Ask it "what are the deliverables" and it gives a cited answer drawn from every source. Ask "has the client mentioned a preference for dark backgrounds" and it searches across the brief, the meeting transcript, and the annotations. Ask "what's changed since the original brief" and it identifies the revisions. The AI holds the complete picture that no single team member might have.

Connected to all project materials

The brief lives alongside the moodboard, the assets, the deliverables, the feedback, and the meeting history in the client space. References and inspiration collected for the project are searchable alongside the brief. When the team needs to check whether the work aligns with the brief, both are in the same search.

For the full project workflow, see design projects and client work and deliverables. For review and feedback, see design feedback.

Search across briefs for patterns

For agencies handling multiple clients, AI search works across all client spaces. "Every brief that included a social media component" or "briefs with a budget over $50k" finds patterns across your client history. Past briefs inform how you scope new work.

Who uses Fabric for client briefs

Agency owners and agencies managing briefs across multiple clients. Freelancers receiving briefs from different clients in different formats. Designers referencing briefs throughout a design project. Consultants scoping engagements from client requirements. Creative teams keeping the full brief visible throughout production.

Get started

Give every client brief one home and stop losing requirements across five tools. Try Fabric free.

FAQs

Can I search across the brief, meeting notes, and Slack revisions together?

Yes. AI search reads across every source in the client space and finds information by meaning.

Can the AI answer questions about the brief?

Yes. The AI assistant reads the complete brief, including revisions and meeting context, and gives cited answers.

Can the team annotate the brief with questions?

Yes. Annotations let anyone flag ambiguities, add questions, and note assumptions. All annotations are searchable.

Can I forward brief revisions from email?

Yes. Forward to email-to-note and the revision is saved alongside the original brief.

Does the brief stay connected to the project materials?

Yes. The brief lives in the client space alongside moodboards, assets, deliverables, and feedback.

Can I search across briefs from different clients?

Yes. Search works across all client spaces. Find patterns across your brief history.

Can I record the kickoff meeting and connect it to the brief?

Yes. AI voice notes record and transcribe the meeting. The transcript is searchable alongside the brief PDF.

Is client data secure?

Yes. Fabric uses AES-256 encryption and is CASA Tier 2 compliant. Your data is never used to train AI models.