AI client handoffs for service teams

Turn messy client emails into clear tasks, briefs, and follow-ups.

TaskMender reads client emails, meeting notes, forms, and attachments, then creates project briefs, missing-info checklists, internal tasks, and reply drafts for your team.

Human review before client-facing output Agency, consulting, IT, and studio teams Export to Notion, Asana, Linear, Sheets
Client email AI pipeline Kickoff packet
Read Summarize Extract Gap check Tasks Reply draft Export
Client uploads an email
Hi, we need a new landing page for our coaching program. We want it ready in 3 weeks. We have brand colors but no copy yet. Budget is around $5k. We also need help with testimonials.
TaskMender output
Project Type: Landing Page Build
Client Goal: Launch within 3 weeks

Missing Information:
• Final copy & testimonials
• Brand assets & conversion goal

Internal Tasks:
• PM: Confirm scope and timeline
• Designer: Request brand kit
• Copywriter: Draft page copy
• Developer: Prepare structure

Suggested Client Reply:
Thanks for the details. To get started,
could you send final copy direction,
testimonials, and your approved logo kit?
Web design agencies Marketing shops Consulting firms Software studios IT service teams
AI client handoff agent

Not task management. Not task QC. The gap before work starts.

Help service companies turn chaotic client information into actionable task packages the team can execute immediately.

Problem

Kickoff starts in email

PMs hunt files, rewrite notes, and assign tasks from half-complete threads.

Solution

One intake → one packet

Brief, missing-info list, internal tasks, owner suggestions, reply draft.

Safety

Human-in-the-loop

No auto-signing, auto-pricing, or auto-sending critical client emails.

Use cases

Six workflows for how service teams receive work.

Intake

Client intake automation

Forms, emails, notes → one kickoff packet.

Open →
Meetings

Meeting notes to tasks

Discovery calls → owner-ready lists.

Open →
Inbox

Email to project brief

Threads → first clean brief.

Open →
Gaps

Missing info checks

Checklist vs. what actually arrived.

Open →
Agency

Agency project handoffs

Design, copy, dev grouped before work.

Open →
IT

IT service handoffs

Request context → engineer-ready tickets.

Open →
MVP workflow

Upload files. Generate a task package. Review before export.

1

Upload client files

Emails, PDFs, forms, meeting notes.

2

Upload intake checklist

Your SOP for gap detection.

3

AI handoff summary

Review goals, scope, and risks.

4–5

Tasks & export

Confirm owners, edit reply, push to tools.

See 9-step AI pipeline →

10

historical handoffs proves the workflow

50%

target kickoff prep time reduction

9

AI steps per handoff packet

5

export targets on day one

Pricing

Pilot first. Subscribe when the packet earns trust.

OfferBest forPrice
Process 10 historical handoffsProof of valueFree
Process 50 historical handoffsRepeatability batch$99–$199
Starter / Team / AgencyProduction volume$99–$799/mo

See full pricing

Common questions

Is this a task manager?

No. TaskMender is an AI client handoff agent—it sits upstream of Asana, Monday, or your PM tool.

Does it auto-send emails?

No. It drafts replies for your team to edit and approve before anything client-facing sends.

What do I send for the free pilot?

Ten historical handoffs: email threads, kickoff notes, forms, or briefs from past projects.

Start with real data

Give us 10 historical handoffs. See if we cut kickoff prep time in half.

The sales motion that closes: real intake in, reviewable packet out.