Finalizo features

Handover Builder

Build a client-ready closeout pack in minutes.

Create structured handover packs with credentials, training resources, support boundaries, and client notes in a unified workspace.

Start from proven templates for common freelance project types.

Organise client details, launch assets, resources, and final instructions.

Track completion so nothing important gets missed before delivery.

Send one polished client portal instead of a messy folder of links.

How Handover Builder Works

Streamline your client handover process with targeted controls designed to protect your time and project quality.

Select a closeout checklist tailored for web design, brand identity, development, or agency deliverables so you never miss critical steps.

Securely attach logins, platform links, Loom video walkthroughs, and PDF manuals into a single organized client delivery portal.

Set clear support windows, hourly maintenance rates, and out-of-scope guidelines before handing over full project access.