filxo for agencies
Make client handoffs predictable
Agencies don’t just “collect files.” You run a workflow: a checklist of required assets, deadlines, approvals, and “this one needs changes” loops. filxo keeps that workflow structured—so projects start (and finish) without chaos.
Clients upload with a link—no accounts, no logins, no friction.
Built for real agency work
Use filxo wherever “missing one file” blocks the next step—onboarding, production, compliance, and recurring client requests.
Client onboarding
Brand kit, logos, fonts, tone-of-voice docs, access details, contracts—captured as a checklist with clear requirements.
- Required vs optional items
- Deadline + progress tracking
Production handoff
Collect deliverables and approvals cleanly—so the final files don’t get buried across email, Drive links, and DMs.
- One place to see what’s “done”
- Confirm files when they’re correct
Compliance & ops
Standardize intake for proofs, invoices, and onboarding documents—then keep it governed with expiry and retention.
- Invite-only or public requests
- Retention controls
What changes when intake becomes a workflow
Less chasing. Fewer resets. A clearer “ready to start” moment—because requirements, progress, and communication are attached to the request.
Clear “done” definition
Your request is a checklist, not a vague email. You know what’s required and when you can start work.
Feedback stays attached
Notes live on the file. You can request changes without hunting through threads or losing context.
Fewer follow-ups
Deadlines and reminders reduce manual nudging and keep projects moving—especially with multiple stakeholders.
The tools agencies actually use
Not just an upload link—these are workflow primitives that help you run consistent client intake across projects.
A checklist clients can’t miss
Define required documents and constraints. Clients see the checklist and what’s missing without needing an account.
Progress you can report
Track completion per recipient so you can answer “are we waiting on anything?” in seconds.
File notes and confirmations
Leave notes on specific files, and confirm what’s correct so clients know what to update next.
Secure by default
Invite-only links for client work, optional public links for broad intake, and controls like expiry and retention.
Agency FAQ
The practical questions that come up when you replace “email us the files” with a real intake workflow.
Do clients need to create an account?
No. You can send invite-only links or use a public link. Recipients can upload directly without signing up.
What if we need fixes or missing assets?
Keep feedback on the file with notes and confirmations, so the change request doesn’t get lost in threads.
Is it secure enough for client work?
Files are protected with secure access links and encryption in transit. Use invite-only requests for client-specific intake.
Run your next client intake in filxo
Start with a checklist, share the link, and let completion tracking do the chasing for you.
No credit card required • Invite-only client intake • Built for repeatable workflows