Reporting
Reporting that’s part of the work.
Draft reports with AI assistance, review and edit them, approve them and present them to the client — with every past report kept for reference.
What it does
Reports are a step in the client workflow, not a separate tool you rebuild every month.
- Reports
- Client reports created where the work already lives.
- AI-assisted drafting
- Start from a draft instead of a blank page.
- Review
- Every report is checked before it goes out.
- Editing
- Shape the draft into your agency’s voice.
- Approval
- Sign-off before a client sees anything.
- Client presentation
- Share approved reports through the client portal.
- Historical reports
- Every past report kept and easy to find.
The problem it solves
Reports are rebuilt from scratch in a separate tool every month, disconnected from what actually happened.
Why it matters
Reports drafted from the same system as the strategy and tasks tell a consistent story — and every previous report is there when the client asks.
Draft → Review → Edit → Approve → Present
The same human checkpoints as everything else client-facing.
Where it fits in the workflow
Where the work gets explained.
The full workflow →Who benefits
- Account managers Keep client work, approvals and reporting organised and moving.
- Agency owners See every client, workload and strategy without chasing updates.
- Freelance consultants Run clients with structure, without a heavyweight platform.