Separate client work
Create distinct project contexts for delivery records, milestones, issues, documents, and team ownership.
For agencies
Design-partner previewAI project management for agencies that need separate client delivery context, fewer status chases, reviewable client updates, and clearer blockers across projects.
Separate project records and live meeting outputs are available in the current product. Automated client reports, account-level portfolios, and client-facing delivery portals are not generally available.
Client delivery review
Commerce rebuild
Progress
Checkout validation is underway in the preview environment.
Client dependency
Production payment credentials remain outstanding.
Next update
Confirm the owner and impact before including the blocker in the client report.
Illustrative workflow. Availability is stated explicitly below.
Agency coordination loop
The intended workflow connects project records and delivery conversations to the client update, while keeping sensitive language and commitments under agency control.
Create distinct project contexts for delivery records, milestones, issues, documents, and team ownership.
Use supported Google Meet workflows to retain enabled decisions, blockers, summaries, and proposed actions.
Relate progress and blockers to the client project instead of rebuilding context from memory.
Confirm commitments, client language, dates, owners, and risks before the report leaves the agency.
Product truth
Private-beta pages should make the current boundary clear enough for a buyer to evaluate without guessing.
Evaluation questions
It can reduce the manual coordination involved in gathering project context, summarizing delivery conversations, identifying explicit blockers, and preparing a client update for review.
Not today as a generally available workflow. Scheduled report assembly and delivery remain in design-partner validation.
The current product supports separate project records. A dedicated client portal and a complete agency account-permission model are not claimed yet.
No. Scope, dates, commercial commitments, escalation, and client-facing language should remain under human agency control.
Design-partner preview
Join the design-partner preview and help shape an agency workflow that protects context, trust, and human commitments.
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