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Project management

Manage client projects from kickoff to delivery.

Project management software for service businesses that connects clients, proposals, contracts, invoices, files, and communication in one workflow.

Project Workspace & Collaboration

Everything tied to your client engagement in one place.

Manage the client project lifecycle from first agreement through final delivery, with messaging, files, progress, and audit logs built-in.

One project workspace

One project workspace

Keep each engagement in a dedicated project space tied to the right client.

KW
Acme Corp Rebrand
Client: Acme Inc.
Active Project
Proposals
1 Signed
Invoices
Paid ($4,500)
Deliverables
3 Ready
Feature Overview

Dedicated Engagement Hub

Stop juggling disconnected folders and email threads. Every client project gets an isolated workspace.

  • Dedicated client workspace for every active engagement
  • Connected to client profile, proposals, and Stripe billing
  • Custom branding and domain support across all projects

Connected documents

Proposals, contracts, and invoices stay attached to the project.

Contract_v2.pdfAttached
Feature Overview

Connected Documents

Proposals, contracts, and invoices stay attached to the project.

  • Attached directly to project
  • Auto-linked payment events

Kickoff to delivery

Manage the client project lifecycle from first agreement through final delivery.

Lifecycle StatusDelivery Ready
Feature Overview

Kickoff to Delivery

Manage client projects from agreement to delivery.

  • Smooth kickoff workflow
  • Automated status updates
Client Portal View

Client visibility

Clients see project progress in the portal without constant status-check emails.

Project Milestone Progress75% Complete
Brief approved Initial draftsFinal review
Feature Overview

Client Visibility

Clients track progress in the portal without status emails.

  • Self-serve client tracking
  • Eliminates follow-up emails

Messaging

Real-time conversations in dashboard and portal.

CL
Client:Approved!
Feature Overview

Messaging

Real-time client chat inside the project portal.

  • In-context chat threads
  • Email notifications

Files

Shared project files organized with the engagement.

Assets.zip
14.2 MB
Feature Overview

Project Files

Organized briefs and deliverables in one place.

  • Centralized file sharing
  • Organized folder view

Client progress

Clients view progress in portal without status follow-ups.

Portal ViewUp to date
Feature Overview

Client Progress

Align expectations without manual email updates.

  • Live progress indicator
  • Automatic status updates

Real-time updates

Instant activity alerts when clients sign proposals, view progress, or download assets.

NotificationsInstant
Feature Overview

Instant Activity Alerts

Stay informed the moment a client interacts with your project.

  • Real-time push and email alerts
  • Notification history in portal & dashboard
High-Signal Audit Trail

Audit log

High-signal events such as contract signed and invoice paid are recorded in the audit log on Studio and Collective — not as an unverified in-project activity feed.

Contract Signedby Client
10:42 AM
Invoice Paid$4,500 via Stripe
10:45 AM
Deliverable HandoffDownloaded
11:02 AM
Feature Overview

Verified Legal & Financial Audit Trail

Track tamper-proof events for legally binding contracts and Stripe payments.

  • Recorded on Studio and Collective tiers
  • Timestamps, IP addresses, and transaction verification
  • Clear distinction from unverified activity feeds
End-to-end workflow

From client to delivery in one workflow.

Client → Proposal → Contract → Project → Invoice → Payment → Delivery. Client project management that sits inside the full client lifecycle, so the project is never disconnected from how you sell, sign, bill, and deliver.

1

Client

Client Record

Acme Corp

AccountOwner

Start with the client that owns the work.

2

Proposal

Share Proposal

Scope & Rates

Sent
Project Scope$3,500

Align on scope and pricing before kickoff.

3

Contract

Agreement

E-Signature

Contract Signed

Collect an online signature when needed.

4

Project

Workspace

Active
Files & Chat

Run the work with files and messaging.

5

Invoice

Invoice #001

Draft
Balance$3,500

Bill from the same client workflow.

6

Payment

Stripe Pay

Paid
Transfer$3,500.00

Collect payment through Stripe.

7

Delivery

Final Files

Unlocked
Assets.zip

Hand off deliverables with context.

FAQ

Project management questions

How Kwill projects connect clients, collaboration, and billing, without unverified task-board claims.

Instant FAQ Assistant
Answers from our help docs
What is project management for client work?
For client-based businesses, project management usually means keeping client work organized from kickoff to delivery — including communication, files, progress, and billing — not only a standalone task board.
Does Kwill include project management software?
Yes. Projects are part of Kwill’s core product. Each project connects the client relationship with proposals, contracts, invoices, files, messaging, and delivery context.
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Project Management Software for Client Work | Kwill