One client record
Keep the person, project, conversations, decisions, dates and commercial history connected.
INTERIOR DESIGN CLIENT MANAGEMENT
Keep every client informed without exposing the studio’s private work.
Manage the client relationship across the full project lifecycle. Keep contact details, project context, approvals, messages, meetings, documents, invoices and handover information connected to the work they belong to.
For designers who want a polished, consistent client experience while keeping internal notes, costs and studio operations private.
WHAT IT CONNECTS
Client management that stays connected to delivery.
The workflow keeps useful context attached to the client, project, room, product, document or financial record it belongs to.
Structured communication
Use project messages, review rounds and meeting records instead of scattered email chains.
Relevant access
Give clients a dedicated portal showing only the information they need to see and act on.
HOW IT WORKS
A practical workflow from first action to clear result.
- 01
Invite the client
Connect the client to a new or accepted project with the correct contact details.
- 02
Share the plan
Keep upcoming meetings, deadlines and project information easy to find.
- 03
Collect decisions
Send focused review rounds and preserve approvals, comments and requested changes.
- 04
Close professionally
Deliver final documents, warranties, care guides and the completed project record.
WHY IT MATTERS
Spend less time rebuilding information and more time running the studio.
Fewer status emails
Clients can see the current information in their own portal.
Clearer accountability
Decisions and comments remain attached to the exact item being reviewed.
A consistent experience
Every project follows the same polished client-facing structure.
QUESTIONS
About client management in Workspace.
What does client management software do for an interior designer?
It organises client information, communication, approvals, dates, documents, invoices and project access around a single relationship.
Is client management different from a client portal?
Yes. Client management is the studio’s broader relationship workflow; the client portal is the secure interface the client uses to view and respond.
Can clients see private studio costs?
No. Client-facing views can be separated from private studio information such as trade prices and internal financial analysis.
Can a client have more than one project?
The relationship can connect to multiple project records while each workspace keeps its own scope, dates, documents and decisions.
THE DESIGN INDEX WORKSPACE
Run the project and the business in one place.
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