Shape the scope together.
Let clients edit the brief, add requirements and clarify the outcome. Keep a shared starting point.
FOR FREELANCERS & SMALL STUDIOS
Great client work.
Clear path to
done.
Turn the brief, the work and the back-and-forth into one visual plan. Know what comes next, what needs a decision and what is ready to deliver.
Free plan. No credit card. Client links without client accounts.
Less scattered context. More clarity at every handoff.
plannexEXAMPLE PROJECT
CLIENT WEBSITE
Good things, connected.
PROJECT BRIEF
A clearer website. A stronger first impression.
Scope, audience & success criteria
Scope agreed01
Every step has context.
Every decision has a place.
Every decision has a place.
DESIGN & BUILD
Create the first draft
Content, design files and next steps.
In progress02
CLIENT APPROVAL
Ready for your feedback
Review checkpoint03
One blueprint, from scope to handoff
Keep the whole project in view
THE BRIEF / THE WORK / THE DECISIONS / THE HANDOFF
CLIENT COLLABORATION, WITHOUT THE SETUP
Your client’s next step.
One simple link.
Get the brief, the feedback and the decision from the people who matter. Send a focused page they can use without creating a Plannex account.
No client account. No workspace onboarding.
Bring your next project You manage the project. They open the link and take part.
PLANNEX / CLIENT REVIEWEXAMPLE
YOUR PERSPECTIVE MATTERS
Review the first draft
Take a look at the proposed direction and share your decision.
ApprovedYour decision has been sent.
FEEDBACK
The direction looks good. Ready for the next step.
Back where the work happens
YOUR BLUEPRINT / APPROVAL NODE
ApprovedReview the first draft
Client decision and feedback, together.
Get the details you need.
Share a form to collect requests, project details and responses in one place.
Give everyone a say.
Send the options to clients or collaborators and collect their votes through a simple link.
Get a clear decision.
Ask for approval, capture requested changes and keep the feedback beside the work it belongs to.
New decisions and brief edits appear on your open canvas. Saved changes are there when you return.
See how it fits togetherTHE WORK IS CONNECTED. YOUR PLAN SHOULD BE, TOO.
A place for the work.
And everything around it.
When the brief lives in a document, feedback lives in a chat and the next step lives in your head, delivery gets harder than it needs to be.
Keep context close.
Put the brief, tasks, notes and links on the same blueprint. Open a step and find the details that explain the work.
Less hunting for the latest version.Make the next step clear.
Connect the work visually. Give feedback and approvals a visible place between the first draft and the final handoff.
A process you can actually follow.Make your process reusable.
Build a blueprint around the way you work, then save it as your own template for the next client.
Your best process, ready to use again.FROM FIRST CONVERSATION TO FINAL FILE
See the path.
Move the work forward.
Explore a client website project.
Choose a step to see what belongs there.
PROJECT BRIEFEXAMPLE / 01
Start with the same picture.
Agree the pages, deliverables and boundaries before the work begins.
- A website that turns visits into enquiries
- Home, services, about and contact
- Extra pages agreed as new scope
UP NEXTGather content & assets
A blueprint connects your plan. You decide when to act.
BRING YOUR WAY OF WORKING
Your documents can stay.
Your process gets a home.
You already have tools you like. Start with one client project: link your documents and design files, organize the tasks and keep review decisions alongside the work.
Use the canvas to see how it fits together.
Find the right plan for your workDo my clients need a Plannex account?
No. Share a dedicated link for a form, vote, approval or editable brief. Clients open the page and take part without signing up. People with the link can access the content shared through it, so send it only to the intended collaborators. Decisions and brief edits update on your open canvas, and saved changes catch up when you return.
Is Plannex for solo freelancers or teams?
Both. Plannex helps freelancers and small studios organize client projects. Start with your own project, then choose a plan with the collaboration limits your team needs.
Do I have to move everything from Notion or my task manager?
No. Try one client project first. Link to the documents and design files you already use, and use the blueprint to organize the work and decisions around them.
Does connecting nodes run the work automatically?
Connections show how the work fits together. You control the tasks, review requests and handoff. Drawing an arrow does not deploy a website, schedule jobs or send messages for you.
Can I try it without paying?
Yes. The Nomad plan is free and includes one blueprint with up to 15 nodes. No credit card is required to start. See Pricing for current limits and paid plans.
YOUR NEXT CLIENT PROJECT, WITH A CLEARER PLAN.
Good work deserves
a great finish.
Start your first project Start free. Create a blueprint. Make it yours.