AI-Agents for Client Services in Document Review working with Podio by Creative Review Essentials
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Keep client proof decisions on the task for the version they saw.
Your approval task keeps the reviewer’s decision beside the proof version they saw, with a link back to their chat message.
6 toolsFlag client proof access problems on review tasks 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 issues before clients start their review.
See whether your client has access to the current proof before the review moves forward, with the answer on the task.
12 toolsKeep client proof decisions visible with the version reviewed.
Your proof tasks show who decided, which file version they reviewed, and who takes the next step.
12 tools
