AI-Agents for Client Services
Client Services teams use Agents to keep client decisions tied to current work.
Keep 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.
8 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.
17 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.
15 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.
11 toolsConfirm clients can open the current proof before review handoff.
Your review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.
9 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.
9 tools