Drafts client status reports on cadence.
Activation complexity
Low
Time to activate
7-10 days
Volume share
20-25% of role volume
Impact range
Above 95%
Inherited pricing
€1.00 – €3.50 per Project event handled
This capability shares the Client Delivery Coordinator's metered unit. A Project event handled is counted once at the role level regardless of which capability handled it. Adding this capability to an active deployment does not change the per-action price.
What this capability handles
Client Reporting reads engagement activity — tickets, time entries, milestones — and drafts client status reports against the approved template on cadence, with citations back to system records. Delivery lead reviews before send.
Workflow summary
Reads activity, extracts status, drafts against template, surfaces for review.
Stages
Decision logic
Uses report-template rules, status-classification logic, and tone-matching to produce drafts with citations.
Systems and data
{"project tool","time tracking",messaging,"document store"}
{"engagement activity","time entries","milestone data","report templates"}
Exceptions & human handoff
Client-commitment-sensitive items, negative-variance reports, and ambiguous status route to the delivery lead for review.
Client-commitment flag, negative variance, or status ambiguity.
Readiness
Report template approved, activity-feed connection current, client-contact map documented.
Owner on client side · Head of Client Services
Impact contribution
15-25% of role impact is report-cadence reliability and template fidelity.
Primary KPI · Client-report on-time rate · Above 95%
Capability-specific integrations
Beyond the Client Delivery Coordinator's base stack, this capability plugs into:
The chat opens with Client Delivery Coordinator and Client Reporting pre-selected. You can add other capabilities during the conversation.