Your clients don’t need an account. They get a link, see the work, and their answer lands on the card.
Keep each client’s people and notes in one place, file boards under them, and see everything you’re doing for a client — open cards, hours and the next milestone — across their boards.
Put the dates a client cares about on the board — a sign-off, a delivery, a launch — and group cards under them. A timeline shows which are on track, at risk or overdue, and your client sees them too.
One private page per client — their milestones, what is waiting for their approval, their requests and each board’s review page. One bookmark for them, one link for you to send.
Mark a card as waiting on the client and XOBNI counts the days, reminds them with a review link if they go quiet, and clears the wait the moment they reply.
Price the work before it starts — a few lines, a total, the terms — and send the client a link. They approve or decline with no account, and an approved quote starts its board, filed under the client, with one click.
Give a client a monthly allowance of hours. Time on every board filed under them counts against it, the balance shows on their portal and in the weekly update, and you hear at 80 % and when it runs out.
Turn a board’s logged time and rates into a numbered invoice — by person, by card, or a fixed fee — send it as a PDF, mark it paid, and let XOBNI chase it when it is overdue.
Every approval, change request, comment, pinned note and request a client sends, from every board, in one list until somebody marks it handled.
A private link to one card or a whole board. Your client sees the work, notes, checklist and files, and can approve, request changes or comment.
When a client approves, the card moves to an Approved column if the board has one, and your team gets an email.
From their review link, a client can click a spot on an image and leave a note right there.
A weekly email to your client: where each milestone stands, what moved forward, what is waiting for their approval — with a review link for each — and what is due next, plus your own note.
Preview the update, send it now, or schedule it for a weekday and hour. Replies come to you, and clients can unsubscribe.
The update carries titles, columns and dates. Internal notes, comments and names are never in it.
A private page for each client to ask for work — what they need, the details, how urgent, a date and files. Each request lands as a card, and your client sees where each of theirs is, and nothing else on the board.
Each board can have its own private email address. Forward a client’s email to it and the message becomes a card, attachments included. Only people on your team who can edit the board can send to it.