AI-Agents for Client Services in Version Control
Verify asset versions, file agreements, attach briefs. Every one is ready to run, and you can adjust it in plain language.
Send approved client renewals and confirm the invitation time.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
26 toolsKeep emailed client decisions on the matching proof card.
Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.
14 toolsEmail the current client proof to its reviewer with a decision deadline.
Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.
16 toolsKeep 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 toolsHold client scope approval and point reviewers to the revision.
Your reviewer can see the revised scope before signing off, while the pending approval waits with a link to the announcement.
8 toolsKeep client signoffs linked to the deliverable proof reviewed.
Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.
6 toolsLog the proof revision each client reviewer was sent.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
6 toolsNote which proof revision entered client review.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
12 toolsKeep client handoff links pointed at the approved replacement.
Your launch folder points to the replacement your reviewer cleared, so your campaign team finds the right file at handoff.
8 toolsSend approved agreements and keep client case handoffs clear.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsSend client agreements for signature and keep completed copies on hand.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
6 toolsHold client handoffs until changed proposals receive a fresh review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 tools
