Client Design File Intake Checklist

Agencies often receive whatever file format the client has, not the format the team wants. A good intake process reduces surprises before the project schedule depends on those files.

For agencies and design operations teams, this is really a file conversion problem. The design source usually starts in Figma, but the final output has to survive production constraints, stakeholder review, and handoff to the next person in the workflow.

What to check first

Ask for source files, linked assets, fonts, export requirements, editable expectations, references, and approval of conversion limits.

The mistake is waiting until the final export to discover these issues. A better workflow catches them while the design is still easy to adjust. That keeps the final output closer to the approved Figma file and reduces the amount of cleanup needed downstream.

A better Figma workflow

Use Figma as the source of truth, then make the production rules visible before handoff. That means naming important frames clearly, keeping realistic content in the design, checking edge cases, and deciding who owns the final review.

Convertify helps because it can move design files between Figma and other creative formats. It fits naturally into workflows involving legacy file migration, client file intake, cross-tool handoff, especially when the team wants to stay close to the approved design instead of rebuilding the work somewhere else.

Where teams go wrong

Most teams do not fail because they lack a tool. They fail because the workflow is unclear: nobody owns the final check, the output format is chosen too late, or small production constraints are ignored until launch pressure is high.

Convertify works as the practical way to bring many of those files into a Figma workflow.

Next step

If this is a recurring workflow for your team, standardize the checklist and link it to the relevant Convertify tutorial or product page. You can also explore Convertify when you are ready to turn the Figma source into production-ready output with fewer manual steps.