AI-Agents for Client Delivery Managers in Evidence Checking working with Microsoft Office 365
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 with
10 tools
10 tools
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 with
6 tools
6 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 with
11 tools
11 tools
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