Professional Services
Organize client intake, project communication and deliverable reviews around the people doing the work.
A new client sends requirements for an upcoming project.
Context, prepared for your team.
A new client sends requirements for an upcoming project.
A place to start
Explore how connected conversations and human review can shape everyday work in professional services.
01 / Client intake
Gather requirements and open questions before handing the engagement to the delivery team.
Talk through this workflow02 / Project updates
Prepare updates from project correspondence and outstanding actions for team review.
Talk through this workflow03 / Deliverable reviews
Collect review comments and route the next revision to its owner.
Talk through this workflowCarry the original conversation and supporting information into each handoff.
Give each next step a responsible person and a clear place for unresolved questions.
Start with one defined workflow and explore the tools and review points it needs.
Before you begin
Start with client intake. Bring an example such as: “A new client sends requirements for an upcoming project.” We can walk through the information, handoffs and review steps your team needs.
Bring your current tools and data sources to the demo. We will confirm available connections and any setup needed for your specific workflow.
Plan the review points with your team. These examples keep decisions with the responsible people; the exact actions and permissions depend on the workflow you configure.
These are workflow starting points. We will confirm product fit, data requirements and available capabilities with you before implementation.
See how Innflow brings conversations, agents and workflows into one workspace. Start with the work your team handles every day.
Book an Innflow demo
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