Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Create a folder for each approved client project and message its location.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
File client incident reports and flag critical cases for responders.
Your team gets a PDF incident report to review, and critical cases reach responders according to the severity labels you choose.
Create missing client project folders and flag unclear owners.
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.
Route client service incident reports and flag missed requests.
See who received your critical or major incident review request and who needs follow-up.