NEWApps: bundle forms and workflows for each client teambeta

No project waits silently on a client again.

Automation tools move data between your apps. Vinclane moves work between you and your clients — it asks for forms, files and decisions through a link that needs no account, chases politely, and records every answer with a receipt.

Included with every paid ClientsPlace plan · free plan forever · 14-day trial on paid plans

The problem

The work is done. It's waiting on the client.

Assets that never arrive. Approvals lost in a thread. Someone on your team spends the morning writing polite reminders instead of shipping.

~5 h

per client on setup before billable work starts.

Source: Duda, 2026

87%

of content-collection problems are on the client side.

Source: Duda, 2026

How it works

Design it once. It runs every time.

01

Design the process once

Start from a template or paste your SOP and let AI draft it. Forms, approvals, reminders and branches, reviewed by a person before anything goes live.

02

It asks, and it chases

Your client gets a calm, branded page asking for exactly what’s missing. No account. Reminders go out on your schedule; quiet clients escalate to you.

03

Decisions on record

Every approval, change request and upload lands with a timestamped receipt. Every run keeps a log you can read, and replay when a step fails.

Built for firms that run on client input

Hands of an agency team laying out a moodboard of prints and notes on a table
Photo: Karolina Grabowska www.kaboompics.com · Pexels

Agencies

Onboarding, approval rounds and change requests without chasing e-mails.

For agencies
A consultant walking clients through a plan on a whiteboard
Photo: Yan Krukau · Pexels

Consultancies

Discovery questionnaires, document requests and sign-offs on one link.

For consultancies
Hands with a calculator over an open binder of documents on a tidy desk
Photo: Mikhail Nilov · Pexels

Accountants

Year-end document collection that chases itself, with a receipt for every file.

For accountants

The morning view

One glance: who is holding what, and since when.

The waiting board groups every open request by client. "Waiting 6 days" is written, not colour-coded. The reminders have already gone out — politely, on your behalf.

See every feature
  1. Brand files requestedMon 09:00 · link sent to client
  2. Reminder sent, politelyWed 09:00 · on your schedule
  3. Escalated to account ownerOverdue · 3 days
  4. Files received · receipt recordedFri 14:22 · example data

Included in every paid ClientsPlace plan

Already on ClientsPlace? Vinclane is in your plan today, under Automations. Not on ClientsPlace? Vinclane also runs on its own plans.