Client work and deliverables

Client work generates a specific kind of mess. Every client has their own brief, their own brand assets, their own feedback style, and their own pile of files. Multiply that by five or ten clients and you're managing parallel universes of folders, email threads, and chat channels, each with their own version of "the latest deck." Finding a specific file for a specific client means remembering which folder structure you used, which email the attachment was in, or which Slack channel the feedback came through. And when a client asks "can you send me everything from our last project," the answer is a scavenger hunt.

This page is for freelancers, agencies, and consultants who manage ongoing client relationships and need one place per client where files, deliverables, feedback, and communication history are organised, searchable, and shareable.

The problem

Client files are spread across too many places. Briefs arrive in email. Assets live in a shared drive. Deliverables are in your design or production tool. Feedback comes through Slack, email, and calls. Each client's material is scattered across the same set of tools, and the only thing distinguishing Client A's files from Client B's is your memory and your folder discipline.

Feedback gets lost in communication channels. A client sends feedback by email. You address some of it, then they send more via Slack. A week later there's a call with additional notes. By the time you're making revisions, you're stitching together feedback from three channels and hoping you haven't missed anything. The comments aren't attached to the work they refer to, so matching feedback to deliverables is manual.

Sharing is clumsy and untracked. You send a file by email or drop a link to a folder. You don't know if the client has looked at it, when they looked, or which version they're referencing. When you need to share something confidential, the options are a generic "anyone with the link" permission or a clunky enterprise sharing tool that's overkill for your setup.

What Fabric changes

Every client gets their own space. All of a client's files, briefs, assets, deliverables, feedback, and project history live in one dedicated Fabric space. When you need anything related to a client, you go to one place.

Feedback lives on the work. Clients and collaborators annotate directly on deliverables, pinning comments to the exact spot on an image, document, or PDF. The feedback is specific, contextual, and attached to what it refers to, not scattered across email and chat.

Sharing is tracked and protected. Publish deliverables with password protection and link analytics. You know when a client has viewed the material, how many times, and whether they've shared the link. Confidential work stays controlled.

How it works

A space per client. Create a Fabric space for each client. Everything related to them, briefs, brand guidelines, assets, deliverables, meeting notes, feedback, lives in one searchable place.

Search across a client's entire history. Fabric's AI search finds material by meaning across everything in a client's space. Ask "the logo guidelines we agreed on in March" and find them, even if you can't remember the filename. Search also works across all your clients, so you can find past work from any engagement.

An AI that knows each client's context. The AI assistant works from the material in a client's space. Ask it to summarise the current project status, recall past decisions, or pull together all feedback on a deliverable. It draws on the full client history.

Annotate deliverables for precise feedback. Annotations let clients and team members pin comments to the exact spot on any file. No more "the thing in the top right, no not that one, the other one." The feedback is unambiguous and attached to the work.

Password-protected sharing with analytics. Publish any document, collection, or deliverable with a password-protected link. Track views and engagement. When a client asks for a clean link to share internally, you give them one that you control.

Pull in files from existing tools. Connect Google Drive, Dropbox, Figma, or Gmail to bring client files into Fabric without re-uploading. Everything converges in the client space.

Track tasks per client. Use tasks and reminders within each client space so outstanding deliverables, revisions, and follow-ups are tracked alongside the files and context they relate to.

A client work workflow in Fabric

Set up the client space at the start of the relationship. Create a space, add the brief, brand guidelines, and any initial materials. Invite collaborators if the client or their team will access it directly.

Route everything into the space. Forward client emails to your email-to-note address. Save shared files. Record meeting notes. Every interaction and artifact goes into the client space so nothing lives only in your inbox or your memory.

Share deliverables with tracked links. When work is ready for review, publish it with a password-protected link. Track whether the client has viewed it. Follow up with confidence rather than guessing.

Collect feedback on the deliverable itself. Instead of translating email feedback into changes, have the client annotate directly on the file. The comments are pinned to specific spots, so the feedback is unambiguous.

Track revisions and approvals. Use tasks to track what's been approved, what needs revision, and what's outstanding. The status lives alongside the deliverables.

When the project wraps, the space stays. The client's full history, every file, decision, and conversation, remains searchable. When they come back with a new project, the context from the last one is already there.

What compounds over time

Client spaces grow into complete relationship histories. The work you did for a client two years ago is as searchable as the project you delivered last week. When a client returns for a new engagement, the context, the brand guidelines, the past feedback, the decisions, is all there without anyone needing to reconstruct it. Agencies that maintain client spaces in Fabric find that repeat engagements start faster because the ramp-up cost of re-learning the client is eliminated.

The broader library compounds too. Work delivered for one client is findable when a different client has a similar need. Past deliverables, references, and approaches are searchable by meaning and visual similarity, so relevant past work surfaces naturally.

For guidance on managing client relationships in Fabric, see the guide to working with clients.

Related use cases

For secure, controlled sharing in high-stakes contexts like fundraising or legal, see data room. For a file-and-feedback workflow specifically, see review and approval. For design-specific client work with visual search and moodboards, see design projects. For sharing sales and pitch material with tracked links, see sales collateral. For managing a team's shared knowledge across all clients, see team wiki. Fabric is built for agencies, freelancers, and consultants at every scale.

Get started

Give every client their own searchable space and stop scattering their files across your inbox, drive, and chat. Try Fabric free.

FAQs

Can I create a separate space for each client?

Yes. Each client gets their own Fabric space with all their files, deliverables, feedback, and history in one searchable place. Spaces are isolated, so one client's material is separate from another's.

Can clients annotate directly on my deliverables?

Yes. Annotations let clients pin feedback to the exact spot on a document, image, PDF, or design file. The comments stay attached to what they refer to.

Can I share work with a password-protected link?

Yes. Publish any deliverable or collection with password protection and link analytics. You control access and can track when and how often the client has viewed it.

Can I see when a client has viewed a shared file?

Yes. Link analytics show you when the file was viewed, how many times, and engagement details. You follow up knowing the client has (or hasn't) looked at it.

Can I search across all my clients at once?

Yes. Search within a specific client's space for focused results, or search across your entire library to find past work from any engagement. Both work by meaning, not just filenames.

Can I invite clients into the space directly?

Yes. You can share a space with a client so they can add files, view materials, and annotate deliverables. You control their access level and can revoke it at any time.

Can I forward client emails into the space?

Yes. Forward any email to your email-to-note address and it becomes a searchable part of the client record.

Can I track outstanding tasks and revisions per client?

Yes. Tasks and reminders within the client space let you track deliverables, revisions, and follow-ups alongside the files and context they relate to.

How is this different from using a shared Google Drive folder per client?

A shared folder organises by filename and location. Fabric adds AI search by meaning across all file types, annotations pinned to specific spots on files, password-protected sharing with analytics, and an AI assistant that works from the client's full history. The difference is a client workspace rather than a client folder.

Can I pull in files from Google Drive, Dropbox, or Figma?

Yes. Fabric connects to Google Drive, Dropbox, Figma, and other tools, so existing client files can be brought in without re-uploading.

Can I use Fabric alongside my existing project management tool?

Yes. Fabric isn't designed to replace your PM tool. It's the knowledge and file layer alongside it: the place where client materials, deliverables, and feedback live. The PM tool tracks the process; Fabric holds the content.

Is each client's data kept separate and private?

Yes. Spaces are isolated. One client's material is not visible to another client or to anyone you haven't explicitly shared the space with. Your content is encrypted and access-controlled.

What happens when a client engagement ends?

The space stays, fully searchable. When the client comes back for a new project, the full history of the previous engagement is already there. Nothing needs to be reconstructed.