AI-Agents for Client Services in Document Review working with Trello

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.

Works with8 tools

Flag 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.

Works with15 tools

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 with9 tools