Client updates you review, then send.
Progress updates drafted from the week’s real work, plus shared views where clients see only their project. Your team edits and approves before anything goes out.
Week 6 progress: checkout and order tracking complete
This week we completed checkout and order tracking. Next: payment testing.
AI drafts
A weekly note covering what was done, what’s next and what you need from the client.
Review before send
Drafts never leave until someone edits and approves them.
Shared views
A live, read-only project view with milestones and progress.
Client logins
Clients sign in to see only their project. Internal comments and hours stay hidden.
Client comments
Clients reply or approve on the update. Replies land as tasks.
Update history
Every update, who sent it and when it was viewed.
Draft
Friday morning, a draft is written from the week’s work.
Edit
Your account lead adjusts tone and adds context.
Send
Send by email or publish to the shared view.
Follow up
Client replies and open items become tasks.
Clients see progress. They never see your internal comments, hours or other clients.
Client Updates turn the hour spent writing status emails into a few minutes of review. The draft already lists what was completed, what is next and any open item the client owns.
Shared views give clients a live page for their project: milestones, progress and the items waiting on them. It reads from the same tasks your team works on, so it is never out of date.
Open items like "please share gateway keys by Tuesday" are tracked as tasks with due dates, so they stay visible in your brief until the client responds.
Tomorrow's paper could be about your team.
- Project Boards and Task List
- Import from Jira, Trello or Excel
- No card needed to start
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