Use cases
Choose the client-work moment that needs clarity.
Each workflow starts from the same base: source files, important records, project status, and a reviewed next step.
Workflows
Six places where scattered records slow work down.
Approval found
Track client agreements
Find the exact approval before you send the next message.
Scope riskManage scope changes
Spot small requests that may change the original agreement.
Mostly readyKnow when to invoice
Check delivery, approval, and open issues before billing.
7 days overdueFollow up on payments
Send reminders with the right timing and context.
Timeline readyKeep client project history visible
Restore the story of a project without relying on memory.
Review neededReview AI client work
Draft client messages with AI, then check them against real project records.
Early access
Bring us one messy client project.
A strong early access request describes where the next step became unclear.