AI-Agents for Client Delivery Managers in Client Services working with Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Track 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.
Keep 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 toolsPrepare a fresh scope review before your team resumes delivery.
Keep scope changes from moving ahead on an old sign-off. Your delivery manager gets a fresh review with the changed terms and earlier decision linked.
7 toolsShow the old sign-off beside the revised file for a new decision.
Your delivery manager gets a fresh review when a client deliverable changes after sign-off, with the earlier decision linked and the handoff held.
7 toolsAlert deliverable owners to review cards that still need due dates.
Your card owners see the review work missing due dates before the weekly handoff, with links to the cards they need to update.
10 toolsHold changed client scope for your review before work continues.
Your client scope changes reach the right reviewer before work moves forward, with the earlier decision linked for context.
6 tools
