Client Requests - Intake, Track, and Convert to Tasks
Clients submit requests with file attachments through their portal. Your team tracks, converts, and responds from one panel.
Requests Come In Through the Client Portal
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.
Status Tracking
Each request moves through clear stages: Pending, Scheduled, and Closed. Filter and search across all requests by status, client, or date.
Convert to Tasks in One Click
Turn any request into a task. When converting, apply a task template to prefill time estimates, instructions, and SOPs so nothing gets missed.
Notes Back to Client
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.
Related features
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01
Client Assets
Upload, search, and organize every file for a client in one tab, ready to attach to tasks or share through the portal.
02
Client Portal
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.
03
Services and Upsells in the Client Portal
Show clients the value they're getting, anchor your pricing, and surface upsell opportunities inside the portal they already use.
04
Reporting and Analytics
Connect GA4, Search Console, Google Ads, Meta, and Business Profile, then let AI fill branded report templates and post them to the client.
