✦ AI-Powered Client Work Management

Stop chasing clients.
Start closing loops.

TaskAt reads your client emails, extracts every buried request, and sends each one to a simple portal where clients upload, approve, confirm, and schedule — no login required.

We went from 40 follow-up emails a week to 6. — Ops Manager, 12-person marketing agency
platform.taskat.ai/triage
Triage
Process incoming emails into client actions and work items
Connected
D
Brand Guidelines Review - Final Approval Pending
Dee · Actions sent Yesterday
Waiting
Send 1 draft
J
Project Stealth - NDA Required Before Kickoff
Jack · Actions sent Yesterday
Waiting
Waiting on client (2)
S
SOC 2 Audit - Vendor Documentation Required
Sharah · Client answered Today
In Review
Review response (1)
T
Non-Renewal - Transition Plan Needed
Travis · Yesterday
Ready
Review & send
P
Q4 Review - Feedback and Next Steps
New email forwarded · Just now
Ready
Review & send
✦
AI Suggestions
Extracting…
Upload
P&L Document
0.95
Client mentions sending updated P&L — create upload request for the document.
Approve
Amended Return Authorization
0.91
Client approved the amended return — create formal approval with signature capture.
Schedule
Move Review to Thursday
0.87
Client wants to reschedule review meeting — send calendar picker for Thursday slots.
Dashboard
Everything waiting on clients
Overdue
1
Due Soon
0
Attention
0
Waiting
5
Review
0
✓ All caught up! Items are waiting on clients.
Waiting on Client 5
ClientActionDue
Dee
Approve final brand guidelines revisions
8d overdue
Nudge
Sharah
Provide Access to Security Certifications
—
Nudge
Jack
Confirm date, day, attendees
—
Nudge
Jack
Execute and upload Mutual NDA
—
Nudge
Sharah
Schedule Call with Security Team
—
Nudge

Your clients bury requests in emails.
Your team buries time digging them out.

Every agency runs on the same broken loop — and nobody's fixed it until now.

📨

Buried Requests

One client email contains an approval, a question, a file promise, and a scheduling ask. Your PM reads it, creates tasks in three tools, and still misses one.

⏳

Follow-Up Black Hole

You asked for the logo two weeks ago. Did they send it? Which thread? Who followed up? Nobody knows. The deadline is tomorrow.

🔀

Wrong Thread Chaos

The client replied to the wrong thread with "here's that file." It sits unseen for three days while everyone asks where it is.

From email to done — in three steps

No migration. No complex setup. Forward an email and watch it work.

1

Forward the email

Send any client email to your unique TaskAt address. AI reads the thread and extracts every actionable item — uploads, approvals, questions, scheduling requests, confirmations.

AI Extraction → Multiple items per email
2

Review and send

Each item appears as a typed AI Suggestion. Accept, edit, or dismiss. Client Actions go out as a clean portal link — no clunky email chains. Work Items stay internal for your team.

Client Actions vs. Work Items → Zero crossed wires
3

Clients respond, you're done

Clients tap a link, complete the action (upload a file, sign an approval, pick a date), and you get notified instantly. Even if they reply to the wrong email thread, TaskAt's AI matches the response to the right request.

Cross-Thread Memory → Matches responses across all threads

Built for the way agencies actually work

Not another project management tool. A client fulfillment engine.

🧠 AI Extraction

One email, five buried asks? TaskAt identifies each one, classifies it by type, and scores its confidence so you know what's solid and what needs a human eye.

🔗 Cross-Thread Memory

Clients reply to the wrong thread. They say "here's that file" in an unrelated conversation. TaskAt matches responses to the right request across every thread for that client.

🖥️ Typed Client Portal

No logins. No accounts. Each request gets a clean, purpose-built interface — drag-and-drop uploaders, signature capture, calendar pickers, yes/no buttons.

📊 Responsibility Dashboard

See every pending client action across all accounts in one view. What's waiting, what's overdue, what just came in. Stop asking "did they send it?"

🤖 Assist+ Autopilot

Graduate from manual review to AI-assisted auto-send as trust builds. Configurable confidence thresholds, daily send caps, and client cooldown periods keep you in control.

⚡ Work Items vs. Client Actions

Internal tasks stay internal. Client-facing requests go through the portal. One extraction, two tracks, zero crossed wires between your team and your clients.

One portal link. Purpose-built for each action.

Clients don't need an account. They click a link and see exactly what you need from them — nothing more.

Upload Files
Approve & Sign
Answer Questions
Schedule Meeting
Complete Task
Share Information
Provide Files
Custom Request

Token-based access · Mobile responsive · Branded with your agency's logo and colors

Agencies running on TaskAt

From document-heavy firms to creative studios — if you chase clients by email, this is for you.

We track 200+ client actions a month now. Before TaskAt, half of those would've been lost in email. Agency Director — Digital Marketing
Clients love the portal. No more 'can you resend that?' emails. They click, they do the thing, it's done. Account Manager — Accounting Firm
The cross-thread matching is magic. A client replied to a two-month-old thread with the files we needed and TaskAt caught it. Project Manager — Creative Agency

Forward one email.
See what TaskAt finds.

No credit card. No onboarding call. Forward a real client email, review what the AI extracts, and decide if it's worth your time. Most teams know within 10 minutes.

14-day free pilot · No credit card required