Invite clients to a dedicated Project Delivery Flow. There’s no need for them to sign up, they just verify their email. Since only invitees have access, you can maintain a high degree of confidentiality. It’s both easy and secure.
You and your client can share, request and collaborate on documents as your project delivery progresses. Because it’s asynchronous, each team can work at its own pace and be notified when there’s a new update.
Instead of email, which is easily overlooked, use TakeTurns to promote accountability. Request reviews and documents, ask questions, discuss issues, and track deadlines all in the same place.
You and your client get a big picture of what’s going on. See a complete timeline of all exchanged documents, revisions and messages. And it’s an audit trail to ensure project commitments are met on time.
Monitor progress of all your client activity. See the status of each project, identify bottlenecks, and adjust timelines effectively. And your managers can follow the project activity of their direct reports.
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