From Chaos to Clarity in Four Steps
Desinite streamlines your entire client workflow. Here's exactly how it works.
Create Project
Set up a new project in seconds. Define the scope, add client details, set your budget, and establish payment terms. Your client gets a professional overview of exactly what they're getting.
- Quick project setup wizard
- Predefined templates for common project types
- Client information & context storage
Set Milestones
Break your project into clear phases with specific deliverables, due dates, and revision limits. Each milestone is a checkpoint that keeps your project on track and your client informed.
- Custom milestone creation with dates
- Deliverable attachment per milestone
- Revision round tracking
- Automatic progress calculation
Share Magic Link
Generate a secure, one-time magic link and send it to your client. No passwords to create, no accounts to set up. They click the link and they're in their branded portal instantly.
- One-click magic link generation
- Custom email templates
- Expiration controls
- Access analytics (viewed, clicked)
Client Reviews & Signs Off
Your client explores the portal, views deliverables, leaves structured comments on milestones, and clicks approve when satisfied. Automated invoicing means you get paid faster.
- Milestone-by-milestone review
- Structured comment threads
- One-click approval
- Automated payment collection
Step 2.5: Customize Portal Branding
On the Team plan, you get an extra step: customize your client portal with your own brand. Add your logo, choose colors, connect your domain, and remove all Desinite branding.
Quick Overview
Create
Project setup in 60 seconds
Milestones
Phases with dates & files
Send Link
Magic link to client
Sign-off
Approve & get paid