Zanbase for agencies
Keep client briefs, delivery tasks, and review conversations in one workspace. Give each project a place and each handoff an owner.
Solutions
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.
Consultancies, accounting firms, and legal practices coordinating client documents and deadlines.
The moment
A client sends another supporting document while the reviewer is checking yesterday’s draft. The engagement lead needs a status update before the next meeting. The due date is clear, but the handoff is less clear: who is preparing the response, who is reviewing it, and where is the explanation for the latest change? Across several engagements, those questions fill the day. A file name does not tell a colleague what to do next. A meeting invitation does not tell them where to find the scope or the notes they need before joining.
How Zanbase fits
In Zanbase, organize an engagement’s docs, files, and project in a client folder. Set access for the people involved, write the scope together, and give preparation and review their own assigned tasks. Comments keep wording questions beside the text. When you record a meeting, request its transcript and use those words to write your notes. The workflows below connect preparation, review, and follow-up through deliberate links and clear ownership.
Organize the engagement
Create a client folder for the engagement doc, project, and supporting files. Set access for the people or team working on it. Write the scope and working instructions in the doc.
Make review work explicit
Create separate tasks for preparation, review, and delivery. Give each an owner and due date, and link the relevant doc in its description. Discuss wording in the doc’s comments and update the text together.
Keep a record of the discussion
Record the client-work meeting when you need to keep its discussion. Request a transcript from the recording, then use it as the source for notes you write in the engagement doc. Create follow-up tasks with owners and dates.
Products used
Integrations
Questions
Can we restrict an engagement to its team?
Yes. Resource access can be granted to named people or teams. Review the folder’s inherited access as well as the grants on individual documents.
Can we work with our Microsoft 365 account?
Connect your own account to list OneDrive files, Outlook message subjects and senders, and Microsoft Calendar events through Zanbase Agent. These Microsoft capabilities are read only.
Does a transcript become our meeting notes?
The recording provides a transcript on request. You write and review the notes from that transcript.
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.