Collect intake
Emails, forms, notes, PDFs, chat logs, and your SOP checklist.
How it works
From messy intake to a kickoff packet.
Upload files, generate a task package, review before export—the MVP loop service teams need.
Interpret the ask
Summarize requirements, dates, budget, and scope signals.
Find gaps
Missing assets, unclear deadlines, unanswered questions.
Break down tasks
Internal tasks with suggested owners by role.
Review & export
Human confirms, then push to Notion, Asana, Linear, or Sheets.
Human-in-the-loop
Nothing client-facing or price-sensitive auto-sends.
Security →9-step AI pipeline
Every packet runs the same reviewable sequence.
- Read → Summarize → Extract fields
- Missing materials → Tasks → Owners
- Reply draft → Kickoff brief → Export
1 Read client materials
2 Summarize goals & constraints
3 Extract scope, dates, budget
4 Compare against intake checklist
5 Generate internal task list
6 Suggest owners by role
7 Draft client reply (review only)
8 Assemble kickoff brief
9 Export to your PM stack
Pilot data
Kickoff prep time: manual vs. TaskMender-assisted
Timed PM sessions during the TaskMender pilot program—not a generic ROI estimate.
| Kickoff step | Manual | TaskMender-assisted | Saved |
|---|---|---|---|
| Reading client materials | 30 min | 5 min | 25 min |
| Organizing project brief | 25 min | 5 min | 20 min |
| Finding missing materials | 20 min | 3 min | 17 min |
| Breaking down internal tasks | 25 min | 5 min | 20 min |
| Writing client replies | 15 min | 3 min | 12 min |
115 min → 21 min per handoffMedian across 18 timed pilot sessions · ~82% kickoff prep time saved
Methodology: TaskMender pilot program, Jan–Apr 2026. PMs timed the same kickoff steps with and without TaskMender packets. Median reported across 18 handoffs from 12 US service-team workspaces (agency, consulting, IT).
Missing items found across 50 client handoffs
Aggregate gap detection from the TaskMender 50-handoff pilot batch.
Source: TaskMender pilot aggregate — 50 historical handoffs, 12 workspaces, US service teams. Count = handoffs where each gap type was flagged at least once.
Processing volume by team size
Operational estimates from TaskMender's 9-step pipeline — scales with handoff volume, not one-off usage.
| Client type | Handoffs / mo | Docs & msgs / handoff | AI steps | Est. API calls / mo |
|---|---|---|---|---|
| Small agency (5–15 people) | 50 | 5–10 | 6 | 300+ |
| Mid-size agency (20–60 people) | 200 | 10–20 | 8 | 1,600+ |
| BPO / service team (100+ people) | 500 | 10–30 | 8–10 | 4,000+ |
Basis: TaskMender pipeline architecture (read → summarize → extract → gap check → tasks → owners → reply → brief → export). API calls = steps × documents per handoff × monthly volume.
Start with real data
Process 10 historical client handoffs—free.
See if TaskMender cuts your PM kickoff prep time in half.