AI-Agents for Client Delivery Managers in Audit Trail
File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Log client proof decisions on the matching delivery card.
Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.
14 toolsTrack delivery of finished client packets and flag unresolved addresses.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
5 toolsRemove listed client team members from a closed engagement channel.
You get a clear account of who was removed from your private Slack channel and whose access still needs review after a project closes.
9 toolsKeep a dated approval trail for each client deliverable proof.
Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.
6 toolsKeep a dated record of proof revisions sent to clients.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
6 toolsRecord the file version sent into client review.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
12 toolsKeep proof decisions visible through client delivery handoffs.
Your proof tasks show who decided, which file version they reviewed, and who takes the next step.
12 tools
