Send client reports as good as your work.
Results, progress and the next steps on one page your client opens anywhere, with charts they can read. Client report software built for creative studios.
Show results with charts, photos and film in your studio's look, with the next steps beside them.
Share one client report link that always shows the latest version.
See who opened the client report and which sections they read.
Let them ask questions in the chat and approve the next step on the page.
Client report templates for creative studios.
Client report templates for interiors and marketing studios. Each shows progress, results, risks and the decision needed, in your studio's look.
Charleston
Go from first draft to your client.
Lay out results, charts, progress photos and next steps in your studio's look. Share it privately, see what they read, and answer questions on the same page.
- Blocks for charts, stat cards, galleries and a Gantt programme
- Logo, fonts and colours set once
- Start from a template or duplicate your last client report
On a private link, only the people you invite can open it. Allow re-sharing per person, or keep it to them.
See who viewed it on a private link, how often, and the time spent on each section.
Signed-in viewers chat with your team on the document and quote the passage they mean. Add a slide-to-approve when you need a decision.
Add more to every client report.
Embed Google Sheets, Airtable and Loom walkthroughs next to your results. Publish it all on your studio's own domain.
What changes when the client report is a page.
Three studios, in their own words.
“The level of customisation is a real strength. It allows you to create something that feels aligned with your own visual identity, without compromising on speed or usability. And importantly, it moves proposals away from static documents into something far more dynamic and engaging.”
“I’ve used Formlio for design cases and proposals, and it’s a much better fit than the usual old-school tools. Most of them feel like a chore. Formlio doesn’t. It’s flexible, easy to use, and the support is seriously top tier.”
“The team at Formlio are so passionate about building a product specifically for creatives. They have really listened and turned feedback in features that are especially important to our day-to-day proposals. Having a responsive, web-style proposal just makes sense. It meets people where they are eg. scrolling on their phone, mid commute, making quick decisions. I’ve really loved connecting with Marianne and watching Formlio's journey unfold from the early stages. ”
Common questions about client reports.
Charts, live sheets, who read the report, client questions, privacy and monthly reuse for your client reports.
Bar, line, area, pie, doughnut, scatter and combo charts. Paste figures straight from a spreadsheet.
Yes. Embed live content from Google Sheets, Airtable, Notion and more, stacked or in tabs.
Yes. On a private link you see who opened it, how many times, the time spent on each section and how far they scrolled.
Yes. Signed-in viewers chat with your team in the document, quote the passage they mean, or record a video or voice note. Your editors also have a private Team channel.
Yes. On a private link, only the people you invite can open it, and they verify their email first. Anyone else can request access, which you approve or decline from the email.
Yes. Duplicate the document and change what differs, or save a block you have set up and add it to your next report.
Start with your next client report.
Pick a template, add your work and send the link.
Publish two documents a month for free
Publish two documents a month for free
Publish two documents a month for free
Publish two documents a month for free