Request and outcome
Record the requested outcome, audience and timing before proposing deliverables. Distinguish a request from an agreement.
APEX Adaptive Systems · BUSINESS WORKFLOW TOOLS
Client Project Intake & Handoff Kit
Define the work, track acceptance, and hand over the right files.
$29 USD · one-time purchase
Stripe checkout. ZIP download after payment. One-business internal-use license.
FROM REQUEST TO WORKING RECORD
Six guided sections.
Each section includes practical instructions, a labeled fictional example, and two fields for your decisions and evidence.
Scope and exclusions
Name exact deliverables, formats, revisions and exclusions. Use the deliverable tracker below.
Approval and change control
Name who can approve. Record the effect of each requested change on time and price before work proceeds.
Assets and permissions
List needed assets, source, due date and permission to use them. Keep confidential files in approved systems.
Milestones and acceptance
Define how each deliverable is judged, when feedback is due and what happens if a dependency is late.
Handoff and support
Record final file locations, instructions, unresolved items and the support boundary. Keep a copy of the acceptance record.
Tools you can put to work.
- Deliverable and acceptance tracker6 editable rows to make the work and its evidence explicit.
- Planning cost calculatorCombine estimated hours, internal labor cost, direct expenses and a contingency percentage.
- Readiness checklistRecord six practical checks before release or closeout. You remain responsible for approvals.
- Generated summaryYour entries become a readable working summary. Export plain text, print, or save as PDF.
Open, edit and save.
Download and unzip the file. Open index.html in a modern browser; a desktop is recommended for editing the tables. No subscription, installation or internet connection is required.
Save a JSON working copy and reopen it later. There is no autosave. Print exports the generated summary, while the JSON file retains all editable fields.
Keep your work private.
The workspace makes no network requests. Keep downloaded working copies private and do not enter passwords, card details, patient records or confidential client data.
Use for yourself or one business. You may share completed summaries with your team or client for that project, but may not resell or distribute the blank tool. This organizational aid is not a contract template or professional advice and does not guarantee results. Read the product terms.