Onboard the client
Capture discovery details, goals, timing, and stakeholders so every project starts organized.
Already have a portal?
Find your studio to load the white-labeled portal and continue where your project left off.
For studios
Client Choices is an end-to-end platform built for design and construction studios to manage the entire client journey - from initial discovery through final punch list completion.
Guide clients through structured walkthroughs to gather requirements faster, generate more accurate early estimates, and get a head start on proposals. Manage all project documentation in one place using our standard form library or your own custom uploads - no more scattered emails or missing files.
Track every client and project in real time, keep stakeholders informed, and ensure projects stay on schedule. Collaborate seamlessly with contractors, monitor progress through intuitive dashboards, and advocate for your client at every step of the process.
Deliver a client portal your clients will actually enjoy using. With clean, friendly interfaces and guided workflows for each phase of design and construction, Client Choices keeps everyone aligned - from studio to site.
White-label the entire experience to match your studio’s brand, so clients feel right at home while you stay fully in control.
End-to-end client & project management
One system to manage clients, projects, stakeholders, and every phase milestone.
Guided walkthroughs for faster estimates
Gather requirements quickly with structured workflows that reduce back-and-forth.
Centralized forms and documentation
Standard library or custom uploads — keep everything organized and searchable.
Fully white-labeled to match your studio
Your brand, your portal, your workflows — with clients experiencing you, not software.
Create your studio portal
Studio signup is currently in beta and requires an access token.
How it works
Client Choices guides clients through structured phases, keeps documentation centralized, and gives your team real-time visibility across projects — so work stays aligned from kickoff through closeout.
Capture discovery details, goals, timing, and stakeholders so every project starts organized.
Guide clients through walkthroughs and forms to reduce ambiguity and speed up early estimating.
Keep uploads, standard forms, and project records in one place — no more scattered threads.
Keep stakeholders informed with dashboards and phase workflows that help projects stay on schedule.
Guided walkthroughs (Phase 1)
Guided walkthroughs are just the beginning. Use room-based templates to capture requirements early, then layer in documentation, tracking, and client-facing workflows as the project moves forward.
Phase 1
Discovery kickoff
10
Guided prompts
Cabinet packages, appliance tiers, surfaces, and lighting choreography.
Wet-wall complexity, fixture families, tile coverage, and wellness upgrades.
Media walls, millwork, structural openings, and acoustic treatments.
Studios, guest suites, or accessory units with emphasis on utilities and storage.
Ready when you are
Everything your studio needs — from hello to handoff. Designed for studios. Loved by clients.