Client reporting

Turn this week’s updates into a draft you can check.

A proposed pilot for small service agencies: one client, one recurring report, and a clear review step before anything reaches the client.

Explore the workflow · illustrative example

Step 1 of 3: Approved sources. This example does not run a task.

Inputs

The sources you approve, the reporting period, and last week’s report.

What changed, links to the source material, and a list of missing or conflicting information.

Illustrative workflow. Results depend on the task, access and model.

Choose one client and up to three supported sources. Confirm access and define what a useful draft must contain before the pilot begins.

The proposed pilot includes four drafts over 30 days after setup, with one correction pass. You check the sources and send the final report.

Record preparation, review and correction time. Continue only if the drafts are useful and the total effort makes sense for your team.

Start with one worker and one useful task. Give it direction, review the work, and build from there.