AI-Agents for Client Services in Document Review
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
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 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 toolsRecord reviewer requests on the card used for campaign delivery.
Requests for changes land on your campaign cards, so creators can see reviewer feedback beside the draft.
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.
9 tools