AI-Agents for Client Delivery Managers in Evidence Checking

Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.

Summarize Signed Agreements

Flag delivery commitments in signed client agreements for team review.

Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.

Works with10 tools
Report Proof Access

Flag client proof access gaps before review deadlines.

Your production team gets a morning view of who can open today's and tomorrow's proofs, with clear flags for reviews that need a fix or manual check.

Works with19 tools
Request Review Question

Ask item owners to clarify the decision clients need to make.

Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.

Works with12 tools
Check Proof Access

Confirm clients can open the current proof before review handoff.

Your review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.

Works with9 tools
Published by Creative Review Essentials
Check Proof Access

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.

Works with7 tools
Published by Creative Review Essentials
Check Proof Sharing

Flag 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.

Works with12 tools
Published by Creative Review Essentials
Export Partner Tracker

Put 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.

Works with6 tools
Review Proposal Revisions

Hold 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.

Works with11 tools
Review Revised Client Drafts

Show 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.

Works with9 tools
Check Revised Proofs

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.

Works with
Recheck Scope Changes

Prepare 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.

Works with7 tools
Reopen Delivery Reviews

Show 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.

Works with7 tools
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