Upload, search, and organize every file for a client in one tab, ready to attach to tasks or share through the portal.
The Assets tab holds the files that belong to a client: logos, images, brand documents, exports, anything your team reaches for. Upload, search by name, and filter by type, so you find what you need without digging through chat history or shared drives.
Attach an asset to a task so the person doing the work has the file in hand. Share it through the client portal when the client needs it. AI can draw on uploaded assets in its work as well.
FAQ
Keep the files people repeatedly need for delivery: logos, brand guidelines, approved images, source documents, data exports, and final deliverables. Temporary working files can stay on the task unless they will matter after that task closes.
A shared drive can remain the source for large working folders, while the portal holds the approved or frequently used files tied to client work. The important point is to give the team one predictable place to find the current version.
Lifted Work can make uploaded client assets available as context for AI-assisted work. Review source files for accuracy and sensitivity first, and keep the task instructions clear about which asset is authoritative.
A branded portal where clients submit requests, complete the to-dos you assign them, review deliverables, and watch the work land in a live feed.
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Show clients the value they're getting, anchor your pricing, and surface upsell opportunities inside the portal they already use.
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A full sequence arrives planned, written with A/B subject lines, and checked for CTAs and tone across every message, with setup instructions for whatever platform you send from. The default is a welcome series, and it works the same for re-engagement, launch, or nurture.
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A priority-ranked audit built from a site crawl plus Search Console and GA4 data, with the top findings already turned into fix tasks naming the specific pages. You approve the list before the team starts.
