✦ 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