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Assemble, deliver, review, accept and keep a record while the context is still fresh.
Client review
A clear finish for owner and client.
The workflow is deliberately simple: each stage answers a different question before the project leaves your hands.
Assemble
Gather deliverables, access, resources and responsibilities into one working pack.
Deliver
Send one focused client experience instead of another folder of links.
Review
Let the client check what changed, what is included and what remains open.
Accept
Capture acknowledgement against the exact handover version that was reviewed.
Record
Keep the accepted closeout useful for future support and ownership questions.
The useful details stay together
Project handover
A clear finish for owner and client.
Access transfer
Reveal only what belongs to this project.
Client review
A clear finish for owner and client.
Project handover
Closeout record · v3.2
Owner view Prepare the full pack with the context needed to deliver it properly.
A clear finish for the client.
Review what was delivered before acknowledgement.
Client view Review what was delivered, what remains open and what happens next.
Give the final step the same care as the work that got you there.
Free plan · no card requiredCloseout record Deliver the pack, acknowledgement and evidence in one place.
Project handover
A clear finish for owner and client.
Client clarity Make the last step understandable without exposing your internal stack.
Client review
A clear finish for owner and client.