Acme Studio · Landing page build for coaching program launch.
AI client handoff agent
Turn messy client emails into
Turn messy client emails into
clear tasks, briefs, and follow-ups.
TaskMender reads client emails, meeting notes, forms, and attachments — then builds the kickoff packet your PM reviews before anything goes to the team or client.
- Human review before client-facing output
- Built for agency, consulting, IT, and studio teams
- Export to Notion, Asana, Linear, Sheets
Client emailAI pipelineKickoff packet
Packet #TM-2026-0412 · PM review
ReadSummarizeExtractGap checkTasksReply draftExport
Hi team — we need a new landing page for our coaching program launch. Target go-live in 3 weeks. We have brand colors but no copy yet. Budget is around $5k. Can you also help gather testimonials?
brand-colors.pdfprogram-outline.docx
5 gaps flagged4 tasks draftedReply readyTimeline: 3 weeks
- Final copy
- Brand assets
- Testimonials
- Conversion goal
- Approval contact
- PMConfirm scope + timeline
- DesignRequest brand kit
- CopyDraft v1 from outline
- DevPrepare page structure
Thanks for the details. To kick off, could you share copy direction, testimonials, your logo kit, and who approves launch?
Draft only — PM approves before sendThe problem we solve
Before TaskMender vs. after TaskMender
Service teams don't need another task manager—they need intake turned into a packet the team can run with.
Before — manual handoff
PM manually reads everything
Missed info · slow handoff · unclear tasks
After — TaskMender handoff packet
TaskMender
Project brief
Missing-info checklist
Internal tasks + owners
Client reply draft (review only)
Source: TaskMender product workflow — based on intake patterns from agency, consulting, and IT pilot workspaces in the San Francisco Bay Area.
Input → output
What goes in. What your team gets out.
TaskMender is a client information organizer and task generator—not a chatbot.
Client emails + files
TaskMender
Project brief
Missing-info checklist
Internal tasks
Client reply draft
Input → output mapping
Each intake type maps to a specific packet section your PM reviews.
| Input | TaskMender output |
|---|---|
| Client email | Project summary |
| Meeting notes | Internal tasks |
| Intake form | Missing materials list |
| Attachment / PDF | Key field extraction |
| Requirements doc | Client reply draft |
Web design agenciesMarketing shopsConsulting firmsSoftware studiosIT 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.
Kickoff starts in email
PMs hunt files, rewrite notes, and assign tasks from half-complete threads.
One intake → one packet
Brief, missing-info list, internal tasks, owner suggestions, reply draft.
Human-in-the-loop
No auto-signing, auto-pricing, or auto-sending critical client emails.
Who it's for
Service teams with the same kickoff pain.
Use cases
Six workflows for how service teams receive work.
Client intake automation
Forms, emails, notes → one kickoff packet.
Open →Meeting notes to tasks
Discovery calls → owner-ready lists.
Open →Email to project brief
Threads → first clean brief.
Open →Missing info checks
Checklist vs. what actually arrived.
Open →Agency project handoffs
Design, copy, dev grouped before work.
Open →IT service handoffs
Request context → engineer-ready tickets.
Open →MVP workflow
Upload files. Generate a task package. Review before export.
Upload client files
Emails, PDFs, forms, meeting notes.
Upload intake checklist
Your SOP for gap detection.
AI handoff summary
Review goals, scope, and risks.
Tasks & export
Confirm owners, edit reply, push to tools.
115→21
minutes per handoff (pilot median, n=18)
82%
kickoff prep time saved in pilot sessions
50
handoffs in standard pilot batch
9
AI processing steps per packet
Methodology: Timed PM sessions during the TaskMender pilot program. Median across 18 handoffs from 12 US service-team workspaces. See breakdown →
Pricing
Pilot first. Subscribe when the packet earns trust.
| Offer | Best for | Price |
|---|---|---|
| Process 10 historical handoffs | Proof of value | Free |
| Process 50 historical handoffs | Repeatability batch | $99–$199 |
| Starter / Team / Agency | Production volume | $99–$799/mo |
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.
Where do your numbers come from?
Time savings and missing-materials stats come from TaskMender's pilot program: 50 historical handoffs processed across 12 US service-team workspaces. Individual customer names are withheld under pilot NDAs.
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.