From first hello to final invoice.
Create a project, onboard your client, add deliverables, collect approvals, and send invoices — all from one platform. Five steps. Zero chaos.
Create a project in 30 seconds
One form. That's it.
Fill in a project title, your client's name and email, add an optional description and brand details. Hit "Create & Send Magic Link." That's the entire setup. TryApprove auto-generates a draft contract and intake questionnaire, and emails your client a secure portal link — no signup required.
- editProject title, client name & email — required
- businessBrand name & description — optional context
- auto_awesomeContract + questionnaire auto-generated as drafts
- mailClient gets a magic link email instantly
New Workspace
Initiate Collaboration
Fill in the details to launch a new shared creative space.
Onboard your client before work starts
Contracts, questionnaires, welcome docs, kickoff calls.
When you create the project, TryApprove auto-generates a contract and questionnaire in draft mode. Review them, customize if needed, then send. You can also share welcome docs (brand guidelines, project briefs) and schedule kickoff calls — all from the Onboarding tab inside your project.
- descriptionContracts with e-signature — auto-drafted from project details
- quizIntake questionnaires — gather requirements before work starts
- menu_bookWelcome docs — share brand guidelines or project briefs
- video_callKickoff calls — schedule directly in the portal
Add deliverables as tasks
Upload files, set checklists, control visibility.
Inside your project, add tasks — each one is a deliverable. Attach an image, PDF, video, or link. Add a description and review checklist. Choose whether it's visible to the client yet or internal-only. Assign it to a team member. Your client gets notified automatically when you share a new task.
- attach_fileAttach images, PDFs, videos, or links per task
- checklistAdd an approval checklist — the client checks items off
- visibilityControl client visibility — keep tasks internal until ready
- groupAssign to team members for collaboration
Add New Task
Create a deliverable for your client
Your client reviews and approves
Visual feedback, one-click approvals.
Your client opens their portal via the magic link — no account needed. They see all shared tasks, pin visual feedback directly on your designs, and approve or request changes with one click. You get notified instantly. Every approval is timestamped and recorded.
- ads_clickPin comments directly on images, PDFs, and videos
- check_circleOne-click approve — timestamped and recorded
- edit_noteRequest changes with clear pinned feedback
- notifications_activeYou get notified the instant they act
Sarah Chen
Client Portal
"Make this headline bolder — it gets lost on mobile."
"Love this section — approved as is! ✓"
You get notified the instant they click 🎉
Invoice from the same project
No separate tool needed.
When the work is done, switch to the Invoices tab inside the same project. Create and send professional invoices directly to your client. They receive it in their portal and via email. Track payment status in real-time — all without leaving TryApprove.
- receipt_longCreate invoices in seconds — right from the project
- sendEmail invoices directly to the client
- track_changesTrack payment status: draft → sent → paid
- paymentsClient sees it in their portal too
Invoice #INV-0042
Summer Brand Campaign
What actually changes for you
Send a contract via email and chase signatures for days
Contract auto-drafted when you create the project — client signs in portal
Manually email files and links every time you update something
Add a task → client gets notified automatically
Client replies in email — "fix the thing on the left" — what thing?
Client pins feedback directly on your designs with visual annotations
Switch to Stripe or QuickBooks to send an invoice
Create and send invoices from the same project — one click
Faster approval cycles
Tools replaced
Client signups needed
To create a project
"TryApprove has cut our feedback cycles in half. Our clients love the portal, and our team loves how clear the process feels now."
Harry, Founder at HB Works
Ready to simplify your client workflow?
Join agencies and freelancers who replaced their entire tool stack with one platform for onboarding, projects, approvals, and invoicing.
check_circle 14-day free trialcheck_circle No credit card required