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Every client review ends with a clear to-do list.
Upload the client call. AI drafts the recap and the to-dos, your team takes them, and a freelancer quotes only when you need one. You say yes to every price; nothing is paid through massrelay.
For agencies and consultancies, 5 to 50 people
The summary, drafted
AI writes the client summary from the call; you check it and send it.
Every to-do has a name
Your team approves the to-dos; each gets a person and a date, and late ones get followed up.
A freelancer, only if you need one
Up to three prices; pick one, or none. Your usual people are asked first.
Goals to start with
- Client review: the autumn website launch
- Weekly team check-in
- First meeting with a new client
Other ways in
Any task
Hand it off to your assistant, your team or outside help.
Accounting firms
Upload the month-end meeting. AI lists which documents each client still owes you, your team takes the tasks, and in busy season your usual freelance bookkeepers can send a price.
Trades and field services
Upload the notes or a voice memo from the visit. AI drafts the quote and the job list, your crew takes each job, and suppliers get asked for a price. You say yes before anything costs money.
Get paid sooner
Your assistant chases overdue invoices and gets quotes for purchases. Nothing is paid or promised until you approve it.
Rules and checks
AI that does the admin, under rules your auditor can read: named approvers, a record of every step, and the AI models you allow.
For freelancers
Send a price for the steps clients invite you to.
Talk to us.
Your company, its size and the first job you would hand to an assistant. A person answers by email.
Tell us your company, its size and the first job you would hand over. A person answers.