Client Organisations
Client organisations let your organisation manage other organisations as clients. You can link clients, create briefs for them, control exactly what they see, and give them a portal to review and approve work.
Client relationships
Section titled “Client relationships”- An organisation can have many clients, and each relationship has a status: active, inactive, or pending.
- You can create a new client organisation or link an existing one.
- Every organisation has a short, human-readable organisation code (for
example
law-partners) used for linking instead of long identifiers.
Adding a client
Section titled “Adding a client”From My Clients, choose Add Client:
- Create new: enter a name; an organisation code is suggested automatically (and is editable), along with optional contact details. Runnit creates the organisation and links it as your client.
- Link existing: enter the organisation’s code (such as
law-partners).
You can review your clients, change a relationship’s status, or remove a relationship at any time.
Briefs for clients
Section titled “Briefs for clients”Briefs are linked to a client organisation. In the brief builder you pick the client from a dropdown, or create one on the spot, and the brief is associated with them. Client work created this way can also flow into master projects and the client’s brand assets.
Controlling what clients see
Section titled “Controlling what clients see”Each brief has visibility settings so you decide what a client can and can’t see. By default, sensitive details are hidden:
| Detail | Default visibility |
|---|---|
| Staff names | Hidden |
| Billable rates | Hidden |
| Internal notes | Hidden |
| Team availability | Hidden |
| Time estimates | Visible |
These settings are configurable per brief. Filtering applies automatically to everything a client sees. Internal comments are never visible to clients.
Optional approval workflow
Section titled “Optional approval workflow”You can require client approval on a brief. When enabled, the brief stays in draft until the client approves it; the client can approve it or send feedback first. Approval is optional and set per brief.
The client portal
Section titled “The client portal”Clients get their own portal where they can:
- See every project created for them.
- View project details, with hidden fields removed according to your visibility settings.
- Add comments and feedback.
- Approve a project when approval is required.