Before you begin
- A Professional plan for the portfolio
- An owner role on each client family
The client workspace
The client workspace with filters for client families and links to work, setup and plans
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Open your account menu and choose Client workspace. It lists every client family attached to your portfolio, pending handoffs and previous clients, with Set up a client family and View client work across all of them.
Step 1. Set up a client family opens the welcome flow with the client intent: name the archive, then review billing to attach it to your Professional portfolio. You are not added as a relative.
Step 2. Add the client as an owner when they are ready, or keep the archive in your portfolio until handoff.
Brief, questions and issues
Settings → Project brief & intake holds the research question, starting information, materials and gaps, scope and limits, sharing preferences and delivery plan, each with a status and notes. It is planning, kept apart from evidence; it does not record consent or sign-off.
The project brief with the research question noted and its status set
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Settings → Questions & issues is the working list: open, waiting, resolved or deferred, with assignments and outcomes. Filter with Show issues.
The form for a new question or issue with title, detail and assignment
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Review packets and reports
Client reviews prepares a packet of saved text and stated limitations for the client to approve or send back with changes. Approval applies only to that packet’s text; it certifies no facts and grants no permissions.
Preparing a review packet with its summary and limitations
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Research reports turn a question into findings, conclusions and a source trail drawn from the archive’s reviewed sources. Reports are private to current and future owners and can be delivered to the client from the report page.
Writing a research report: question, findings and the sources cited
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Work across clients and target dates
View client work in the workspace gathers open issues, reviews and reports from every client family into one list. Give any item a private target date; optional email reminders can arrive before it, for you alone.
The cross-client work list with targets and status
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Handoff
When the work is done, hand the archive to the client from Settings → Billing & access: the client accepts ownership and sponsorship, the status is visible to both sides, and you keep access until they remove you. Ownership transfer does not transfer payment responsibility by itself. The client handoff guide covers what to say to the client.
Your next step
Help article by Our Story ·