Client intake
Tidy up how you receive and qualify new client projects with this intake template.





Build trust (and a reputation) with the people paying you.
Ship quality work, on time, every single round.
Stay on top of every hour, billable or not.
Get a ten-thousand-foot view of every moving piece.
Invite clients in as guests, free.
Scope access down to a single list, task, or attribute, so a client sees exactly what concerns them — and nothing else.
Rae Sandoval (rae)GuestFull access Catch every client request in one place with Intake Forms.
An incoming ask lands in your inbox as a real task, so nothing quietly dies in a thread.
Who are you? (Required)
Which services are you curious about? (Required)
How did you hear about the studio? (Required)
Get your team and your clients reading the same page.
Pull updates from the tools you already use, keep deliverables in one spot, and settle feedback in the thread where the work lives.
Laura Craigie
Laura Craigie posted an update on Arden — logo design
Josh Barrow
Give clients a plan cut to their shape.
All the building blocks in one place: set up a custom workflow for any kind of project in minutes.

Laura Craigie created a subtask T-5426

Laura Craigie created a subtask T-5418

Show progress in whatever shape your client reads best.
Flip between spreadsheet, board, timeline, and calendar at any point to see where a project actually stands.
Keep tabs on what is moving across accounts, projects, and teams.
Dynamic filters round up scattered tasks, or cut straight to one narrow slice, in a couple of clicks.
Take the sting out of filing a timesheet.
Your team can start the clock on the task itself, and the entry syncs both ways between Fernway and your time tool in real time.
Learn moreGet timesheets you can actually stand behind.
Show the value you bring and the work behind every invoice by auto-linking tasks to time entries.
1 MON 4:05:00
2 TUE 4:38:00
3 WED 1:24:00
4 THU 0:00:00
Find out where your time is really going.
Spot bottlenecks, margin-eating tasks, and at-risk work with smart lists that do the arithmetic for you.
Everything you need to impress clients, ship work you are proud of, and grow the studio.
From creative to operations to new business, Fernway bends to fit whatever process your studio already runs on.
Compare billable against non-billable hours to manage capacity and set estimates that hold.
Fernway Routines handle the repetitive chores: handing tasks between teams, auto-assigning requests, chasing sign-off.
Collect leads, track conversations with prospects, and onboard new clients in the same place the work happens.
In the words of the studios that use it.
“I have run a studio on five different project tools and Fernway is the first one the clients actually opened. It cut our feedback loop from three days to one, and we doubled revenue because of how quickly we can take a new client on now.”
Marta Vieira
Founder, Sablewood — a brand studio
No long-winded setup. Start in minutes with a template and reshape it as you go.
Tidy up how you receive and qualify new client projects with this intake template.
Set each new client up for success with a repeatable onboarding run.
Run several client projects start to finish and keep progress visible the whole way.
Keep every project on scope and clients talking about you — effortless to run day to day, and stacked with under-the-hood power for the weeks when you need it.
Hundreds of features make Fernway endlessly customisable.
Wire the tools you already use straight into Fernway.
You will be in good company.










