From a new client to money in the bank
The whole loop once, so the rest of the product makes sense.
Walkthrough · 3 min read
Everything in Stria hangs off a client, and everything you can argue about later hangs off what you agreed. The order below is the order the product expects, and Home walks you through it on a new workspace.
- Add the client. An email address is optional — add one when you have it.
- Create a deliverable, or a project with several.
- Write down what is included and lock it. Locking is what makes every later request judgeable.
- Share the review link. Your client opens it without a login and without a seat.
- Collect the sign-off. It records who approved what, and against which version.
- Invoice. The due date comes from the payment terms you set at setup.
Important: Step three is the one people skip. Until what’s included is LOCKED it protects nothing — the revision meter and the out-of-scope check both read locked records only.
Go to Home — in your Stria workspace.