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.

Review Revised Client Drafts

Open a fresh client review when a signed-off draft changes.

Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.

Works with9 tools
Send Signature Requests

Send approved client agreements for signature and return signer links.

Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.

Works with5 tools
Check Approval File Versions

Flag outdated files in client reviews and request the latest version.

Your reviewers can decide on the intended creative file. The Agent flags outdated versions and asks the owner for the current one.

Works with5 tools
Published by Approvals Essentials
Check Revised Proofs

Show which client proof requests the revised 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
Edit Requested Images

Deliver revised client images through a downloadable file link.

Your image editing requests end with a finished file in the project folder and a download link in the requester's inbox.

Works with
Log Proof Decisions

Keep 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.

Works with12 tools
Published by Creative Review Essentials
Send Agreements for Signature

Send approved client agreements and keep the request easy to find.

Your agreements reach the right signers, with a signature request link beside the document in your handoff note.

Works with6 tools
Send Signature Request

Share each approved project's signing link and send confirmation.

Your client gets the agreement to sign, and you get the request link and send confirmation on the project.

Works with5 tools
Send Client Contracts

Send client agreements and see who still needs to sign.

Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.

Works with24 tools
Recheck Scope Changes

Reopen client scope review when deliverables change after sign-off.

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

Reopen client review when a revised deliverable replaces an approved file.

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
Send Signature Requests

Send client agreements after approval and record the send status.

Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.

Works with10 tools
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