{"compare":false,"blog":false,"article":false,"page":{"title":"Know the relationship and the result.","lead":"Keep each client’s agreements, projects, requests and approvals together. Connect completed work with payments and costs to understand the business value of the relationship.","sections":[{"heading":"What it brings to your business.","html":"<p class=\"content-eyebrow\">THE CONNECTION</p><p>When a client asks for an update, the answer often depends on several things: what was agreed, what is ready, what needs approval and what has been paid. Keep those details attached to the client relationship so the delivery and commercial teams can work from the same history. </p><p class=\"content-links\"><a href=\"{{route:platform/finance}}\">Review client finances </a><a href=\"{{route:platform/requests}}\">See requests and approvals </a></p><h3>Agreements stay with the work </h3><p>The team can see the agreed scope, relevant files and approval history alongside the work it owns. When responsibility changes, those details remain available to the next person. </p><h3>A client portal with clear scope </h3><p>Give each client a private link to their own projects, invoices, payments and balance. Internal records stay within the team’s access. See the <a href=\"{{route:platform/client-portal}}\">client portal</a>. </p><h3>Renewals connected to real work </h3><p>Review delivery history and commercial terms before agreeing to the next period of recurring work. </p><h3>Also in the system </h3><p>Contacts, retainers, requests, approvals, invoices and relationship history. </p>"}]}}