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Client-Specific Insight Curation

Collaborate with clients in one place and share only the most relevant insights, with context, and without the clutter.

Gordana Laskovic avatar
Written by Gordana Laskovic
Updated yesterday

Work with clients not just for them

Traditional workflows often treat the client as the last step - they only see the polished deck, not the thinking and research behind it.

But the best outcomes come from collaboration throughout the entire process.

With Collabwriting, you can easily bring your clients into the research journey without overwhelming them with too much unnecessary information.

Curate insights together, per client

When you’re managing multiple clients, it can get overwhelming to keep up with every question or request.

The biggest challenge? Avoiding getting lost in endless chats and dozens of open tabs.

With Collabwriting, you can create a dedicated Cluster for each client and break down the work into clear Topics like:

  • New Market Opportunities

  • Customer Feedback Highlights

  • Competitor Messaging

Instead of juggling siloed documents or long email threads, your clients can follow your progress in real time - viewing your highlights, reading your comments, and even adding their own insights.

Collabwriting supports collaboration directly on PDFs, web pages, YouTube videos, LinkedIn posts, and more, making it easy to centralize diverse types of information in one place.

Share only what matters - with why and how

Forget sending emails cluttered with dozens of links and attachments. Instead, just send a single Cowrite link or @mention them in the comments.

This way, your clients or collaborators see exactly:

  • What you found

  • Why it matters - your contextual notes right alongside the insights

  • The exact source - every snippet is traceable and easy to reference

You decide what to share and with whom:

  • Share single Topics, whole Clusters, or even your entire Workspace (for teams)

  • Share by sending a link for easy access, or invite people directly for tighter control

Work together without the learning curve

Your clients don’t need to learn a new system. They get clean, easy-to-use links and can interact right away after they get email notifications.

When it’s time to deliver polished reports, you can export insights in multiple ways:

  • Export as PDF: Use the "Print" button to save presentation-ready documents - perfect for client meetings.

  • Export as CSV: Download your data in a clear, editable format, ideal if you want to do further analysis or continue working on it.

  • Drag & Drop Snippets: Easily drag parts of your research directly into apps like Gmail, Notion, or Google Docs for quick sharing and editing.

And thanks to Collabwriting’s smart search, tagging, and clustering, you and your clients can instantly find any saved snippet or comment - no matter how big or complex the project is.

More benefits you’ll love

  • Build Trust: Clients see all the research behind your advice.

  • Get Aligned Faster: Answer questions while you work, not after.

  • Involve Clients More: When clients help, they care more about the results.

  • Stand Out: Be a real partner, not just a service provider.

  • Save Time: Less email, less (re)work, fewer meetings.

Collabwriting turns reports into teamwork. Clients don’t just read - they join in.

This means:

  • Faster decisions

  • Happier clients

  • Better results everyone understands

📌 When insights are shared, results are owned - together.

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