
Build a Creative Brief Form with Corcava
Create a branded creative brief form to capture project requirements and client goals efficiently. Learn what questions to ask, how to structure intake forms, and streamline projec...
16 posts tagged with How To Guide

Create a branded creative brief form to capture project requirements and client goals efficiently. Learn what questions to ask, how to structure intake forms, and streamline projec...

Turn your design portfolio into a lead machine with live chat. Learn how to install, configure, and optimize chat on your WordPress portfolio to capture design leads and convert tr...

Accept payments globally without middlemen using Corcava's crypto invoicing. Learn how dev shops can accept USDT/USDC via PassimPay integration - benefits, setup, and tax implicati...

Prevent scope creep by implementing structured change request workflows. Learn how to log, price, and approve additional work without damaging client relationships or agency profit...

Complete guide to implementing client portals and time tracking for law firms. Learn how to manage matters as projects, track billable hours with 6-minute increments, monitor matte...

Simplify design approvals by uploading Figma exports to a centralized client portal. Stop endless email threads and scattered feedback - get structured approval workflows instead.

Complete step-by-step guide to migrating from Pipedrive to Corcava. Includes CSV export instructions, field mapping templates, deduplication strategies, and data validation checkli...

Build recurring revenue with design retainers. Learn how to structure retainer agreements, track hours against budgets, set up recurring invoicing, and maintain profitability with...

Learn how to add a professional live chat widget to your WordPress site in under 5 minutes. Discover proven conversion playbooks, proactive chat triggers, AI-powered responses, and...

Discover the latest Corcava features with practical how-to guides and real-world use cases. Learn how to use new features like time movement with audit trails, Pipedrive import, AI...