Short answer. Client work management is the process of coordinating a client relationship with the projects, people and records used to deliver the agreed work.
What does this look like in client work?
An agency links a client record to a website project, assigns the next tasks and shares project status with the client.
How should a team use the idea?
Choose one current engagement. Identify the record you maintain, who owns the next action and which information the client needs. Keep the process clear before adding automation or another tool.
Where does Flotick fit?
Flotick connects CRM and delivery records for agencies and freelancers. Read the linked feature guide for supported behavior, permissions and plan boundaries; this definition is not a promise that every possible workflow is automated.
