Short answer. Maintain owners and progress in the project, then share the appropriate summary and documents. Keep meetings for decisions and discussion rather than reading information aloud.
What should happen first?
Maintain the delivery source records
Use one active engagement to establish the workflow. Keep the current scope reference, next action, and owner visible; do not infer an agreement from a task status.
How does the work move?
Publish a clear client-facing summary
Name needed input and the next milestone
Flotick connects client records, projects, documents, messages, and portal resources. Availability depends on plan, permissions, settings, and the resources actually shared.
What remains your team's responsibility?
Keep the source records current, review client visibility, and record decisions through the actual agreement and authorized contact. A connected workspace does not guarantee delivery dates, legal acceptance, or payment collection.
