Professional services
An agency replaced email-based client updates with live portals and automated status packs.
# Delivery agency — Client portals that get used *Professional services* An agency replaced email-based client updates with live portals and automated status packs. ## Challenge Account leads spent 6+ hours per client per month assembling status updates from fragmented tools. ## Solution Agency workspace with client portal, approval workflows, and AI-generated board summaries from live task data. ## Results Client update prep reduced by 70%. Two enterprise accounts cited portal transparency in renewal discussions. ## Customer quote "Our clients stopped asking for spreadsheets — they log in and see reality." — Managing Partner