Clients submit requests with file attachments through their portal. Your team tracks, converts, and responds from one panel.
Clients submit requests directly from their portal with file attachments: PDFs, images, videos, documents, and more (up to 50 files, 100MB each). Every request lands in the Requests panel on your dashboard.
Each request moves through clear stages: Pending, Scheduled, and Closed. Filter and search across all requests by status, client, or date.
Turn any request into a task. When converting, apply a task template to prefill time estimates, instructions, and SOPs so nothing gets missed.
Add notes to a request that are visible in the client portal under “Our Response.” Use this to communicate status updates, ask follow-up questions, or confirm next steps directly on the request.
FAQ
A request records what the client asked for. A task is the agency's scoped work item with an owner, due date, time budget, instructions, and visibility. Review the request before converting it so the task reflects the work the agency actually agreed to do.
Use a clear request form, acknowledge the request before scheduling it, estimate the effort, and compare it with the client's included services or remaining hours. If it is outside scope, respond with options before assigning the work.
Clients can attach PDFs, images, videos, documents, and other supporting files. A request can contain up to 50 files, with a 100 MB limit per file.
Upload, search, and organize every file for a client in one tab, ready to attach to tasks or share through the portal.
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A branded portal where clients submit requests, complete the to-dos you assign them, review deliverables, and watch the work land in a live feed.
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An internal report template for account managers covering task performance, time tracking, client requests, correspondence, and team workload over the last 30 days.
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A priority-ranked audit built from a site crawl plus Search Console and GA4 data, with the top findings already turned into fix tasks naming the specific pages. You approve the list before the team starts.
