Client delivery desk
Client delivery desk runs your client requests from the first message to the handoff.
Client requests from intake to handoff: an agent drafts each request's scope, a workflow walks it through the client's questions, their approval of the scope and the work, the scope prints for the client, and clients send requests by mail or on a public form.
Try it
Business details, Contacts, Customers, Jobs
Try it freeWhat it does for you
Your clients and every request are in one place, so nothing waits in an inbox or a chat thread.
A client sends a request by email or on a form on your website. You ask the Scoping agent, an AI agent, to scope it: it links the client, sets the type and drafts the scope in plain words with the estimated hours, or writes the questions to ask when the request is unclear. You check the scope and send it. The client approves it on the page the mail links to and signs it with their name, so they know what they get before the work starts.
- With a team, you or your account leads check each scope and pick who does the work. Each specialist sees only the requests they do, and you review the work before the handoff.
- Every request shows where it stands, from new to done, and the estimated cost follows from the hours and your hourly rate.
Make it yours
Your business is not quite like any other. Ask the assistant for what is missing, in your own words: a new step, an email, a list, a rule. Every change is shown before it happens, and any change can be undone.
Add a retainer to clients, in hours a month, and show the hours spent against it.Email the client when their request is done.Let me log my hours on a request each day, with what I did.
Add-ons that change it
Each of these adds one more thing to your base. Tick the ones you want when you create your base, and add or remove them later in Settings, Modules.
Approvals
A document above the approval amount of Business details waits for the approval of the owner or a manager.
Departments
The groups of people under a manager: departments, regions, teams, crews and portfolios.
Reports
The reports that agents write each week or month.
Staff
Contacts who work for the business: their job, their place and their team.