Clients, reporting and cost
Reports and deliverables
What you did, in a form a client can read and keep. Write a report for a client, keep their documents in one place and share finished work by link or on the client portal.
What you get
5 things this does for you.
Client reports
Add sections by hand or Generate with AI, attach a file, then show it on the client portal or share it by link. Some AI drafts go for approval first.
A files library for each client
Contracts, briefs, pictures and design systems. Say what kind of document it is, or let Yukti decide. A new design system replaces the old one, which is archived.
Deliverables you can find
Finished work is kept with the task that made it, so the team finds it with the rest of the client's work.
SEO reports in the agency's name
The monthly SEO report is worded in plain language, with every number checked against the data.
A client portal
Clients see their own reports, tickets and CRM through a private link.
How it works
In four steps.
No manuals needed. Each step is one screen, and the next step is always nearby.
- Create a report and choose the client.
- Add sections, by hand or with AI.
- Choose portal, link or both.
- The client reads it.
Where people stay in control
A report is not visible to the client until you show it on the portal or share the link. You can hide it again at any time.
Want reports and deliverables on your business?
We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.