Stop chasing clients for briefs, brand assets, and creative approvals.
Let Jotask do it.
Send each client a branded portal link. They upload their campaign assets directly — no account to create, no Slack thread to dig through. Automatic reminders handle the follow-ups at D+3, D+7, and D+14. Every campaign asset pack lands in your dashboard, complete.
Waiting for client assets is the biggest cause of campaign delays
Assets lost in Slack and email threads
The brand guidelines are in a Slack DM from three months ago. The brief is attached to a reply-all email chain. The photography is on a WeTransfer link that expired. Starting a campaign without a structured asset intake means weeks of chasing.
Incomplete briefs stall production
Creatives can't start work on a campaign without objectives, target audience data, key messages, and brand constraints. Every incomplete brief is a delay. Collecting everything upfront — in a structured checklist — eliminates that back-and-forth.
Approval chains with no audit trail
When a client says they approved something verbally, or claims a version was 'never signed off', you need a timestamped record of what was submitted and when. Jotask creates that automatically.
How Jotask collects assets from your marketing clients
- 1
Build a campaign asset checklist
Add every file and document required: brand guidelines, campaign briefs, photography, video assets, approvals. Save it as a template to reuse on every similar campaign in seconds.
- 2
Send a branded magic link
One email — your agency's branding, not Jotask's. The client clicks the link, sees their personal checklist in the browser, and starts uploading. No account to create.
- 3
Automatic reminders handle the chasing
If a client hasn't uploaded everything by day 3, Jotask sends a polite nudge. Day 7: firmer. Day 14: urgent. Your campaign launch stops depending on a client's email habits.
- 4
Everything lands in your campaign dashboard
Files appear the moment clients upload. See which campaigns have complete asset packs, which clients are lagging, and which files are still outstanding — at a glance.
Built for every stage of a marketing campaign
Campaign kickoff
Every new campaign needs a signed brief, brand assets, campaign objectives, target audience data, and competitor references before the first creative is produced. Collecting it all by email loses files and delays the start.
- ✓Signed campaign brief and objectives
- ✓Brand guidelines and logo files (SVG, EPS, AI)
- ✓Target audience research or personas
- ✓Competitor references and creative direction
- ✓Campaign budget approval document
Content production
Producing social content, ads, or video requires raw materials from the client: product photography, team headshots, testimonials, product specs, and approved copy — which never arrives all at once.
- ✓Product photography (hi-res, named files)
- ✓Video footage or B-roll assets
- ✓Team headshots and bios
- ✓Customer testimonials (text or video)
- ✓Approved copy or key messages
Creative approval rounds
Getting sign-off on creative concepts, ad copy, and campaign materials requires clients to review, annotate, and formally approve — a process that collapses without a clear submission structure.
- ✓Signed concept approval document
- ✓Annotated feedback on creative concepts
- ✓Legal compliance sign-off (if required)
- ✓Final copy approval with version number
- ✓Brand-compliance confirmation
Post-campaign reporting
Closing a campaign requires collecting final performance data, client-side analytics, and signed wrap reports — before you can invoice, present results, or brief the next phase.
- ✓Client-side analytics export (GA4, Meta Ads Manager)
- ✓Sales or conversion data from client CRM
- ✓Signed campaign wrap report
- ✓Testimonial or case study consent form
- ✓Brief for next campaign phase
How Jotask compares to what marketing agencies use today
| Feature | Jotask | Slack | Google Drive | |
|---|---|---|---|---|
| Client uploads without an account | Yes | No — attachment only | No — Slack login required | No — Google login required |
| Automatic reminders | Yes — D+3, D+7, D+14 | Manual only | No | No |
| Structured checklist per campaign | Yes | No — free-form | No | No |
| Deadline + auto-pause | Yes | No | No | No |
| Reusable campaign templates | Yes | Manual copy-paste | No | Folders only |
| Branded client portal | Yes — your logo + colour | No | No | No |
| Timestamped audit trail | Yes | Partial — inbox search | Partial — message history | Partial — activity log |
| Self-hostable for data control | Yes — Docker, any VPS | No | No | No |
Features built for marketing agency workflows
No client account required
Send a magic link. Clients open it in any browser — no sign-up, no password, no Slack workspace to join. The main reason clients delay submitting assets is friction. Jotask removes it.
Automatic escalating reminders
D+3: polite nudge. D+7: firmer reminder. D+14: urgent follow-up. Set it once per campaign — never write another 'just chasing the brand guidelines' email again.
Reusable campaign templates
Save 'Brand identity campaign', 'Social media content pack', 'Paid ads launch', or 'Annual report' as templates. Create the next client asset request in seconds.
Deadline + automatic pause
Set an asset submission deadline. When it passes, the portal pauses — creating a clear professional expectation without an awkward conversation about scope creep.
Timestamped audit trail
Every file submission is logged with a timestamp. When a client disputes what was approved or submitted, you have an unambiguous record — not a reconstructed email chain.
Your agency brand on every portal
Add your logo and accent colour. Every portal your clients see looks like it came from your agency — not a generic file-sharing tool they don't recognise.
Pricing — start free, no credit card required
Self-hosted
Free
Full features, no limits. One Docker command on any VPS. Your data, your server, your jurisdiction.
Self-host on GitHub →Solo
12 €/month
Hosted. 1 seat, 15 active requests, 10 GB storage. For solo campaign managers and freelance marketers.
Get startedAgency
29 €/month
Hosted. Up to 5 seats, unlimited requests, 100 GB storage. For marketing agencies managing multiple client campaigns.
Get startedNot ready to commit? Self-host for free — full features, your own server.
Frequently asked questions
- What is the best document collection software for marketing agencies?
- The best document collection tool for marketing agencies lets clients upload brand assets, campaign briefs, and approvals without creating an account, and sends automatic reminders when items are missing. Jotask covers all of this — and is free to self-host.
- How do marketing agencies collect creative briefs and brand assets?
- The most efficient method is a dedicated client portal — not email or Slack. Jotask sends clients a magic link so they upload assets to a structured checklist. No account required. Automatic reminders chase incomplete submissions.
- Do clients need to create an account to upload assets?
- No. Your client receives a magic link by email. They click it, see a branded portal in any browser, and upload directly — no sign-up, no password, no app.
- What files can marketing agencies collect from clients?
- Any file type — brand guidelines, logo files (SVG, EPS, AI), campaign photography, video assets, copy documents, signed briefs, mood boards, product sheets, and more.
- How does Jotask handle large video and photography files?
- Jotask supports any file type and handles large uploads directly from the client portal — no WeTransfer links, no expiry dates, no zip compression needed.
- Can agencies create reusable templates for different campaign types?
- Yes. Save 'Brand identity campaign', 'Social media content pack', or 'Paid ads launch' as templates. Create each new campaign request in seconds.
- How is Jotask different from Slack or email for collecting client assets?
- Slack and email lose files in threads and don't show what's missing. Jotask gives each client a clear checklist with automatic reminders — every submission is timestamped and auditable.
- How does Jotask reduce campaign delays caused by missing assets?
- Jotask sends automatic reminders at D+3, D+7, and D+14 if a client hasn't uploaded everything. You set it once at campaign kickoff — it runs itself.
Ready to stop chasing clients for campaign assets?
Set up your first campaign asset request in under 2 minutes. Jotask handles the reminders — you focus on creating great work.