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Four Simple Steps

Import, structure, review & sign

Paste in client emails, notes, or files. AI structures everything into a professional brief. Your client reviews, comments, and signs — all without creating an account.

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First 3 briefs free · No credit card required

Quick Overview

Four steps to perfect briefs

Click any step to learn more

1Step One

Import Anything

Our AI understands context from any format. No reformatting needed.

Email Parsing

Paste client emails directly. AI extracts requirements and identifies key decisions.

Voice Transcription

Upload voice recordings or meeting audio. Get automatic transcription with highlights.

PDF Extraction

Import contracts, previous briefs, reference documents - text extracted automatically.

Image Analysis

Drop in moodboards, screenshots, sketches. AI describes what it sees.

Meeting Notes

Paste from Notion, Google Docs, or any note-taking app.

Intake Responses

Client intake submissions feed directly into brief generation. No manual copy-pasting.

Email parsingVoice transcriptionPDF extractionImage analysisMeeting notesIntake responses
2Step Two

AI Structures Everything

Our AI extracts requirements, identifies gaps, and creates comprehensive briefs.

Requirement Extraction

AI identifies objectives, deliverables, timelines, and constraints from your inputs.

Gap Detection

Missing information automatically flagged. Know exactly what questions to ask.

Quality Scoring

Real-time brief completeness meter shows exactly how ready you are.

Structured Sections

Proper brief structure covering objectives, deliverables, timeline, assumptions, and more.

Enhancement Suggestions

AI recommends improvements to make your brief more comprehensive.

Smart Intake Forms

AI generates targeted questions for each gap. Send one-question-at-a-time questionnaires that clients love.

WeAlign brief editor with AI-powered enhancement tools and Brief Strength score
AI extractionQuality scoringGap detectionSmart suggestionsStructured sectionsIntake forms
3Step Three

Client Reviews

Clients collaborate without friction - just click and comment.

Client and designer exchanging feedback on brief sections in WeAlign

Clients comment on specific sections — no account required

Secure Sharing

Generate shareable links with optional password protection.

Inline Comments

Click any section to leave feedback. Comments anchor to specific content.

No Signup Required

Clients just click and collaborate. Zero friction, no accounts needed.

Secure sharingNo signupInline commentsVersion historyNotifications
4Step Four

Get Sign-off

Once signed, scope is protected. No more scope creep.

Brief Signed & Sealed — both client and designer signatures with timestamps

Both parties sign — scope is locked and protected

E-Signatures

Capture client signature with timestamp and audit trail.

Locked Brief

Once signed, scope is protected. Changes require new approval.

Deliverable Tracking

Check off completed work as you go. Visual progress for everyone.

E-signaturesLocked scopeProgress trackingPDF exportAudit trail

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