Move every deliverable from draft to client sign-off in one place, with review, change requests, and approval tracked at each step.
A deliverable is any piece of work a client needs to see: a blog post, a report, a design, a recommendation. The Deliverables tab moves each one through clear stages, so nothing ships unreviewed and nothing stalls without you noticing.
In Progress, In Review, Changes Requested, Approved, Published. Filter by any stage to see exactly what is waiting on your team and what is waiting on the client.
AI can produce the first draft of many deliverables. Your team reviews and revises, and client-facing work waits for approval before it goes out. You get the speed of AI without losing the gate that protects quality.
Send a deliverable to the client and they review and approve it from their portal. Approved work can post straight to the Feed. Everyone can see where each piece stands without asking.
FAQ
A practical workflow distinguishes work in progress, internal review, client review, changes requested, approved, and published. The names can vary, but everyone should be able to tell who acts next and whether the work is safe to release.
Yes, when it contains factual claims, strategy, regulated information, brand-sensitive copy, or anything that will be published or sent to a client. A named reviewer should check the source data, the brief, and the final output before approval.
The deliverable moves to Changes Requested with the client's comment attached. The agency revises the same piece, preserves the review history, and sends the new revision back for approval instead of starting a disconnected task or email thread.
Clients submit requests with file attachments through their portal. Your team tracks, converts, and responds from one panel.
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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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Sequence AI tasks so each one builds on the last. A draft created in one task carries to the next, where AI revises it, adds images, or reviews it before a client ever sees it.
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One blog post becomes LinkedIn, Twitter/X, and Instagram copy, an email newsletter snippet, and a branded quote graphic, each written for how people read on that platform. You review the whole set before anything is scheduled.
