Sydnee Docs
Learn how to set up a client-ready workspace, manage shared work, and give clients a clear experience.
Recommended guides
Sydnee Starter Guide
Learn the basics, customize your portal, and onboard your first client.
Manage client work with Tasks
Plan client work, choose an owner, and share the right progress with your client.
Collect client information with Requests
Collect client answers, files, and signatures in one guided form.
Share and deliver files
Organize client files, review changes, and present final work with Deliverables.
Work together in Live Chat
Choose the right conversation for client questions, group work, or one-to-one follow-up.
Show and request services
Show clients what your team offers and turn a service question into trackable work.