PM Tool Sync
Connect Asana, Monday, ClickUp, or other tools. Task progress syncs to client view automatically.
SOLUTIONS / CLIENT WORK
Stop Writing Status Updates
Your team spends hours every week writing reports clients barely read. Angelwood syncs progress from your firm's tools and keeps clients informed automatically.
Context behind this guide
Spending Friday afternoons writing status emails no one reads?
- Saved weekly on reporting
- 6 hrsAverage firm
- More client engagement
- 3xvs. email updates
QUICK ANSWER
Angelwood automates client updates by syncing delivery data into a client-facing portal so teams stop rewriting status emails by hand.
WHO THIS IS FOR
Best for firms dealing with manual status updates and trying to improve client confidence without adding manual follow-up work.
RECOGNIZE THE PATTERN
The Status Update Time Sink
01
What it looks like
- Hours spent compiling weekly status reports
- Copy-pasting between PM tools and documents
- Clients rarely read or respond to updates
- Different formats for different clients
- Updates outdated by the time they're sent
02
What gets in the way
- No connection between PM tools and client communication
- Manual compilation required for every update
- One-way email updates don't engage clients
- No self-service option for clients to check progress
- Updates are push-only, not on-demand
03
Why it matters
- Billable hours wasted on admin work
- Team frustration with repetitive tasks
- Clients still feel uninformed despite reports
- Updates don't reflect real-time progress
- Scaling client load means more reporting burden
PUT THE WORKFLOW IN PLACE
A clearer way forward.
Angelwood connects to your PM tools and automatically reflects progress in client portals. Clients see live updates, not stale reports. Your team focuses on work, not writing about work.
Smart Summaries
AI generates human-readable progress summaries from task data. Edit or send as-is.
On-Demand Access
Clients check their portal whenever they want. No waiting for the weekly email.
Selective Visibility
Control what clients see. Hide internal tasks while showing client-facing progress.
WHAT TO EVALUATE
Keep the outcome
in view.
- Firms spending 5+ hours weekly on status reports
- Teams using PM tools but reporting separately
- Firms with clients who want frequent updates
- Growing firms that can't scale manual reporting
- Anyone who hates writing the same status email every week
Reporting time
-80%
ImmediateClient portal engagement
3x higher
vs. email"What are you working on?" emails
-90%
First monthTeam satisfaction
+40%
Reduced admin burdenGOOD QUESTIONS
Automate Client Updates FAQs
Which PM tools do you integrate with?
We integrate with Asana, Monday.com, ClickUp, Trello, Notion, and Teamwork. More integrations are added monthly based on customer requests.
Can I customize what clients see?
Absolutely. Choose which projects, tasks, and fields are visible. Keep internal work private while showing client-relevant progress.
Do I still need to write any updates?
Optional. You can add commentary or context when needed, but the base progress data flows automatically. Many teams send zero manual updates.
What if my PM tool data is messy?
Angelwood helps clean up the presentation. Map messy task names to client-friendly labels. The sync works even if your internal naming isn't perfect.
YOUR NEXT STEP
Ready to automate client updates?
Start your 14-day free trial. No credit card required.