Clients ask questions in their portal. Angelwood drafts a reply from that client’s own project information, and your team reviews it before it’s sent.
Client questions are on every plan.
Under each update, clients have Questions & comments, where they ask a question or reply within an existing thread. Your team replies from the portal’s Comments tab, and clients see the conversation in their portal. Internal notes stay internal.
When a client asks a routine question about status, timelines or billing, Angelwood drafts a suggested answer from that portal’s own updates, requests and approvals. Billing details are only used when the person asking can see billing. Drafts appear on the Client questions page and in the portal’s Comments tab, marked as visible only to your team until sent.
Sending routine answers automatically is off by default. You can switch it on in settings; review stays the default.
HOW TO
No. Each draft is built only from the portal the question was asked in.
Not by default. Automatic sending of routine answers is off unless you switch it on in Settings › Workspace.
Yes. Clients can reply within the existing thread in their portal, and your team is notified.
Open the client’s portal and use the Comments tab to reply to any thread.
THE CLIENT EXPERIENCE, IN ORDER
Bring the work you share with clients into one place.