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UC.CAT—USE CASES

Project Management & Client Approvals

Replace Asana, Trello, and Monday with built-in project boards, client approval portals, and contract signing.

10 use cases in this category

#76

Client Boards That Need No Login

Clients can view, comment, upload files and sign off on projects without creating an account.

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#77

Replace Asana, Trello, Monday in One Platform

Stop juggling multiple tools. Manage projects, approvals, and CRM in a single platform with automated workflows.

Use Case #77Read
#78

Automate Client Approvals & Signatures in 3 Steps

Stop endless email threads. Get approvals and contracts signed automatically with our new workflow.

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#79

Automatically Move Projects When Clients Approve

When a client says yes to a proposal, your team gets instantly notified and the job moves to the next stage—no manual work needed.

Use Case #79Read
#80

AI Project Manager Automates Tasks & Client Approvals

Automate project management tasks and client approvals with an AI agent that handles card creation, stage updates, and client communication—no manual work required.

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#81

Overdue Task Alerts Keep Projects On Track

Automatically notify managers when a task is overdue so nothing slips through the cracks.

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#82

Automate Monthly Retainer Cards – No More Manual Work

Turn monthly retainer check‑ins into a set‑and‑forget task. Your team gets automatic cards without copying each time.

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#83

Automate Your Next Step When a Checklist Is Done

When your team finishes a checklist, the system automatically sends the next email or moves the project forward—no manual work needed.

Use Case #83Read
#84

Start Projects Only After Contract Signatures

Ensure projects begin only after contracts are signed. Avoid delays with automated approvals and project setup.

Use Case #84Read
#85

Show Clients Project Progress Without Constant Check‑Ins

Clients see real‑time project updates in their own portal, cutting down “just checking in” emails and calls.

Use Case #85Read

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