Creative agency glossaryProject Management and Workflow

Client Collaboration Tool

A client collaboration tool is a shared workspace where an agency and its client exchange files, feedback, approvals and updates in one place instead of across email.

What is a client collaboration tool?

A client collaboration tool is the room where the client meets the work. It holds the versions, shows the cut or the layout, lets the client leave comments pinned to a timecode or a pixel, and records who approved what and when. Some are built for video review, some for design, some for the whole project; the best agency setups give the client one link that covers everything they need to see without exposing everything the agency is working on.

It replaces the email thread with eleven attachments called final_v3_REAL. That alone justifies the category.

Why it matters

Why a client collaboration tool matters

Feedback is where creative projects go wrong. Notes arrive from three people in three channels, contradict each other, and refer to a version that has since changed. A collaboration tool makes feedback specific: this frame, this word, this person, this version. It also makes approval a fact rather than a feeling. When the client clicks approve, the project moves; when they do not, nobody is guessing.

Clients like it more than they expect to. Seeing the work in a clean, considered space is part of the experience of buying creative work, and the tool is the agency's front of house for the whole job.

In practice

How a client collaboration tool works in practice

  1. 01

    The agency sets up a project space per client, invites the stakeholders with the right permissions and posts work there at the review points in the workflow. Video goes up with frame-accurate commenting; design goes up as pages or boards; documents and scripts as versions with tracked changes. The client reviews, comments and approves in the tool, and the notifications flow back to the team. The history stays: every version, every note, every approval, in order.

  2. 02

    Internally the tool often connects to the project system, so an approval closes a task and a round of notes opens the next one. Many agencies keep internal work in their production tool and use a client-facing holding area for anything the client sees, which keeps the mess of making out of the client's view.

At RIOT

Client collaboration tools at RIOT

Delivery is the last mile of every production and the one clients remember. Krova, our production software, handles delivery alongside bids, schedules and budgets, because we wanted the place a client receives the work to be as considered as the place we plan it. On a program like the SoulCycle instructor documentary series, seventeen films each reviewed and delivered in turn, one shared space is what keeps the feedback and the files in order.

See the work →

Watch out

What people get wrong about client collaboration tools

Giving the client access to the internal board. They do not need to see the editor's to-do list, and seeing it tends to generate questions that cost a day to answer. The other mistake is too many tools: video in one, design in another, documents in a third, each with its own login. Clients stop using any of them and go back to email. One door, kept tidy, beats five.

Questions

People also ask

What should a client collaboration tool do?

Show the work in context, let people comment precisely on it, hold every version in order and record approvals. If it also connects to the agency's project system so approvals move tasks, better.

Should clients have access to the agency's project management tool?

Usually not directly. A client-facing space that shows the work and the status, without the internal task list, serves both sides better. Clients get clarity; the team keeps room to make.

How do you get clients to actually use a collaboration tool?

Make it the only door. Post every review there, send the link instead of the attachment, and answer email notes with a request to put them in the tool so they stay with the version. After two rounds most clients prefer it.

Next to it in the glossary

  1. Billable WorkBillable work is the time and effort an agency can charge a client for under the terms of the engagement, as opposed to the work it absorbs as a cost of doing business.
  2. Budget AllocationBudget allocation is the decision about how a fixed sum of money is split across campaigns, channels, projects and line items so that it does the most work.
  3. Calendar IntegrationCalendar integration connects a project or production tool to the team's calendars so that deadlines, shoot days and reviews show up where people actually look.
  4. Client Holding AreasA client holding area is a private, controlled space where an agency shares work in progress with a client for review, separate from the agency's internal working files.
  5. Client Time TrackingClient time tracking is the practice of logging hours against each client so an agency can bill accurately, report on retainers and see which relationships are actually profitable.
  6. Collaboration PlatformsCollaboration platforms are the shared online tools, such as messaging, project management, file sharing and review software, that let teams and clients work on the same project from anywhere.

Every Project Management and Workflow term →

In the work

Where it shows up

All our creations →

From the journal

Read around it

The journal →

Talking the talk is one thing

We make the work.

RIOT is a creative agency and production studio in New York. Strategy, brand, film, photography, design and the campaigns that carry them, made by one team. A few lines is enough to start: we read every brief the same day.

    Footage