Run the work, send the contract, ship the deliverable.
Kanban tasks per project. File deliveries with customer feedback. Native contracts with typed or drawn e-signatures. Nobody opens DocuSign again.
In progress
Design hero section
Sarah · due Fri
CMS content model
Mo · due Mon
In review
Homepage v3
with customer
Homepage · final pass
📎 homepage-final.fig · 14.2 MB · uploaded 2h ago
Customer · Acme
“Loving the new hero. Can we tighten the spacing under the CTA?”
Project contract · signed
Signed by Jamie Patel · Acme · May 2 · audit PDF on file
The work doesn't stop at hello. Run the project here too.
Every chat that closes can become a tracked project, with kanban tasks, named deliveries (file uploads or external links), and a contract the customer actually signs in their browser. No bouncing to Asana, then Drive, then DocuSign, then back to your inbox.
Kanban that maps to real work
Four columns (To do, In progress, In review, Done), drag and drop with optimistic reorder, per task assignee, due date, and visibility. Internal only tasks stay hidden from the customer; customer visible tasks render on the portal.
Deliveries with versioned releases
Publish "Homepage v1" with a Figma link, "Homepage v2" with a PDF, "Homepage v3" with a final ZIP. Per version release notes plus a feedback thread the customer can post into. Optional sign off gate blocks the next version until the current one is approved.
E signature, native, no DocuSign tax
Drop a project contract into ZenTalk. The customer reviews it on the portal, signs on a canvas, types their name and company. We render an audit grade PDF (signature image, IP, user agent, timestamp) and email confirmations to both sides.
Per project agent membership
Designers see their projects, developers see theirs. AGENT role visibility is scoped per project, so an agency can have 30 contractors in one workspace without blanket access to every client folder.
Give the customer their own door.
Magic-link portal per customer. They see their projects, their files, their invoices. See the customer portal.