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Client work without the email archaeology

A thread you share with the client and one you keep to yourself. Every change of plan has a date and a name.

See the thread

At a glance

For
Freelancers, consultants and small studios.
You keep
A folder per client with two threads: one shared with the client at Can add notes, one only you can see. New briefs land in Leads.
Files itself
Briefs from your website form, in Leads.
The moment
“Why did the launch move?” You send the link to the note from 16 November: the date, the request and the price.
Plan
Pro Try it free for 14 days, no card needed. The client joins free, or reads through a link without an account.

Before

The brief came by email, the feedback in a shared document, the scope change on a call and the small extra on WhatsApp. When the invoice is questioned in March, you rebuild the story from five places, and the client remembers it differently.

Why a thread, not email and a shared document

  1. One timeline, both voices

    Her notes and yours are in order and signed by name. In a document the latest text wins, and the request that changed it is hard to find later.

  2. Share one project, not your workspace

    She sees this thread and nothing else.

  3. The internal side stays internal

    Estimates, call notes and the draft of your weekly update live in your own thread, next to the shared one.

A thread, over time Example

Your workspace starts empty.

Lumen Bakery

Website, with Marta

ActiveSharedMarta

  1. Wed 4 Nov

    1. You15:10

      Scope for the first version. Launch on 11 December.

      • To do: Home page
      • To do: Three shop pages
      • To do: Online orders

  2. Tue 10 Nov

    1. The client adds her own notes and photos.

      Marta12:41New

      Photos of the new shop.

  3. Mon 16 Nov

    1. Marta09:05New

      Could we add a gift card page?

    2. The change has a date, a price and a question.

      You10:30

      Gift cards: two more days and €600. Launch moves to 18 December. OK?

  4. Tue 17 Nov

    1. Her answer, in the same thread, under her name.

      Marta08:47

      OK, go ahead.

It files itself. You read.

Your tools write into the threads you choose, with only the access you give them.

Custom connections and API

  • Briefs from your website form

    Each form your site receives becomes a note in Leads. Start the client’s threads from there.

    In Leads

    via Website form19:22

    New brief from Marta, Lumen Bakery: three shops, online orders, launch before Christmas.

    Set it up

    Custom connectionAdd endpointCustom template

    1. In Settings → Connections, add a custom connection named Website form, then Add endpoint → Leads → Custom template.
    2. Write the note with placeholders for the form’s fields, such as {{/data/fields/0/value}}, and check the preview against a real submission.
    3. Paste the URL into the form’s webhook settings. Tally and Typeform send webhooks; other forms can go through Make or n8n.

  • Your weekly update, drafted

    Ask your assistant to write this week’s update from the shared thread and add it to your own.

    In Website, internal

    via ChatGPT17:02

    Draft for Marta: the shop pages are ready for review; gift cards are agreed and the launch is on 18 December.

    Set it up

    Assistant connectionFull workspace accessSelected folders and threads: Lumen Bakery

    1. Connect ChatGPT or Claude in Settings → Connections with Full workspace access, limited to the client’s folder. With Read only it can still draft in the chat.
    2. Ask: Write this week’s update for Marta from the shared thread and add it to the internal thread.

Limits

  • ThreadPage doesn’t send email or invoices.
  • Everyone in a shared thread sees every note in it: keep estimates and drafts in your own thread.
  • A brief in Leads can’t be moved: refer to it from the client’s thread.

ChatGPT, Claude, Tally, Typeform, Make, n8n, and WhatsApp are the names of their owners. ThreadPage is independent and not affiliated with or endorsed by them.

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