AI-Agents for Client Delivery Managers in Client Services
Agents make room for Client Delivery Managers to guide client work across the team.
Flag client proof access issues on the review task before deadlines.
Your approval task shows whether the reviewer can open the current proof before the due date, with a request for a corrected link when needed.
7 toolsFlag proof access problems before client review handoffs.
See whether your client has access to the current proof before the review moves forward, with the answer on the task.
12 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 toolsUpdate client launch folders with links to approved replacements.
Your launch folder points to the replacement your reviewer cleared, so your campaign team finds the right file at handoff.
8 toolsKeep client meeting commitments visible to the delivery team.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
7 toolsPut approved project extracts in partner delivery folders.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
6 toolsHold client handoffs until revised proposals have a fresh review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsShow changed drafts and earlier decisions in a new review.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.
9 toolsPrepare client project folders for delivery handoffs.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
12 toolsTrack which client proof requests the latest file addresses.
See which requested edits made it into a revised proof and which still need work, right beside the files on your review item.
