Get Brievora

Free guides

Run client projects in Obsidian.

Practical guides for freelancers and small studios: how to set up Obsidian, then how to brief, quote, review and hand off a client project without losing track.

Get started with Obsidian

Install it, learn the words, build your first views.

  1. 01 Obsidian for beginners: getting started as a freelancer Install Obsidian, change the ten settings that matter and skip the usual early mistakes. 8 min read
  2. 02 Obsidian Bases: the complete tutorial (Kanban view in 1.14 included) Create a base, filter it, write formulas and switch to the Kanban view. 9 min read
  3. 03 Move from the Kanban plugin to Obsidian Bases Move your Kanban plugin boards to the native Kanban view, by hand or with a plugin. 6 min read
  4. 04 Obsidian glossary: the words to know Obsidian’s vocabulary explained in one or two sentences, from vault to backlink. 7 min read

Run a client project

From the first brief to the final handoff.

  1. 05 Managing client projects in Obsidian The folder tree, properties and views to track clients and projects in Obsidian. 9 min read
  2. 06 How to write a client brief: the 11 questions to ask The 11 questions to ask before you quote, with a bakery brief filled in and annotated. 8 min read
  3. 07 Scope creep: how to spot, price and answer out-of-scope requests Spot an out-of-scope request, price it and answer the client with the right message. 7 min read
  4. 08 How many revision rounds should you include in a quote? Rounds to include per deliverable, the clause to write and what to do at round four. 6 min read
  5. 09 Client handoff checklist Files, access, documentation and wrap-up: the end-of-project checklist to copy. 7 min read

Choose your tools

Compare before you commit.

  1. 10 The 10 best project management and task tools for freelancers in 2026 Ten project and task tools compared for freelancers, with October 2026 prices. 11 min read
  2. 11 The 10 best note-taking and second brain apps for freelancers in 2026 Ten note-taking and second brain apps compared, with October 2026 prices. 10 min read
  3. 12 Obsidian vs Notion for managing clients Ten criteria side by side, the three-year cost and a verdict for each kind of freelancer. 7 min read

Free resources

Free tools for your client projects

No sign-up, made by the Brievora team.

All resources
Obsidian pluginKanban to BasesMoves your Kanban plugin boards to the native Kanban view of Obsidian 1.14.Web toolThe 11-question client briefThe questions to ask before you quote, turned into an Obsidian note and a PDF.