Zanbase for professional services
Organize client documents, review work, and deadlines in one workspace. Keep the engagement’s context available to the people assigned to it.
Solutions
Zanbase for agencies
Keep client briefs, delivery tasks, and review conversations in one workspace. Give each project a place and each handoff an owner.
Design, marketing, and development agencies managing several client projects.
The moment
One client needs a revised homepage. Another is waiting for campaign copy. A third has a review call this afternoon. Your team knows the work, but the brief sits in one tool, the delivery dates in another, and the latest decision in a conversation someone has to find. Before you can answer “Are we ready to send this?”, you need to check who owns the revision and which feedback they have seen. A producer ends up carrying that context between designers, writers, developers, and the person talking to the client.
How Zanbase fits
In Zanbase, give each client a folder with the brief, project, and working files. Keep the scope in a shared doc, put owners and dates on delivery tasks, and use comments to discuss the exact passage that needs attention. At the review meeting, invite Zanbase Agent and ask it to create and assign the next tasks. Your week has a clear place for preparation, review, and follow-through, with access set for the people involved.
Give each client a home
Create a folder for each client and put the brief, project, and uploaded files inside it. Write the scope in a doc and discuss specific passages in comments. Give the people doing the work access to the resources they need.
Plan the next delivery
Create tasks for the draft, internal review, and delivery. Assign each task and set its start and due dates. Review the project on its board, or add a calendar view to see the scheduled tasks. Put the brief’s link in the task description.
Leave the review with owners
Invite Zanbase Agent into a project review meeting and ask it to create and assign the agreed tasks. It acts with the asking person’s permissions. Record the meeting and request its transcript when you need the words behind your notes.
Uses Meetings, Zanbase Agent, Projects
Products used
Integrations
Questions
Can we limit who sees client work?
Yes. Set access for people or teams on a client folder or individual resource. Check inherited folder access when organizing the work.
Can we keep using client files in Google Workspace or Microsoft 365?
Connect your own account. Zanbase Agent can find Google Drive files or list OneDrive files; Microsoft access also lists Outlook message subjects and senders, and calendar events.
Can a development project send work to GitHub?
With a workspace GitHub connection, ask Zanbase Agent in chat to create an issue or comment on one. Review and approve the action before it runs.
Related resources
Zanbase for enterprise
Bring documents and delivery work into a workspace with roles, resource permissions and activity. Connect company sign-in; AI acts within a person’s authority.
Zanbase for growing teams
Give new teammates a place to start and teams a clear way to share work. Manage membership, resource access, and workspace billing together.