Getting started
Create an account, upload 10 historical handoffs, and invite a PM to review the first packet together.
Create account Request guided pilot
Pilot playbook
Pick projects where kickoff prep hurt—landing pages, retainer onboardings, or MSP migrations. Include the intake checklist your team already uses.
AI pipeline
Nine steps from read to export. Every step produces reviewable output; nothing client-facing sends automatically.
Export setup
Connect Notion, Asana, Linear, Trello, or Google Sheets. Map TaskMender task fields to your workspace columns once—reuse on every handoff.
Safety & review
Reply drafts, pricing mentions, and contract language always stop for human approval.