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For the person keeping client delivery moving

Manage client projects, deliverables and approvals in one system.

Bring the brief, deliverables, owners and progress into one connected system. Let AI prepare the status update, then have the delivery owner review it with the work in view.

Describe your processSee the process

30-day trial · no credit card required

Project overviewIllustrative example

Sample client · Website launch

  • Content outlineDelivery team
    Complete
  • Page designsWaiting for scope decision
    Needs review
  • Launch checklistProject owner
    In progress
The work and its decision stay connected

Human review

Review the status update

The content outline is complete. Page designs are waiting on a scope decision; confirm the next delivery date before sharing the update.

Assigned to
Delivery owner who started the review
Edit and approveReturn for changes

Approval saves the reviewed text as ready to share. The workflow does not send it to the client.

Illustrative records and configured review, based on Bondi capabilities. This is not a live run.

The working process

Follow the work from the brief to the next decision.

Bondi lets you build a client delivery system around your own process. Clients, projects, deliverables and reviewed updates stay connected, so the person responsible for delivery can see the work and the decisions together. Start with internal delivery, then add the screens and workflows your operation needs.

  1. 01

    Set up the engagement

    Keep the client, agreed scope, project owner and target date together. Define the deliverables the team needs to complete.

  2. 02

    Keep progress with the work

    Update owners, due dates and status on each deliverable. Keep project progress notes current so the next review has the context it needs.

  3. 03

    Review the client update

    AI drafts a summary from the project records. The delivery owner checks the wording and commitments before saving an approved update to share.

When a decision is still pending

After the review deadline, the update moves to Needs review with its draft preserved.

Your existing systems

Decide what Bondi owns and what stays where it is.

Start beside the tools that already work. If you build more of the operation in Bondi, decide where each business record belongs.

In Bondi

Client delivery records, projects, deliverables, internal review tasks and approved status updates.

In the systems you keep

Your CRM can keep commercial history; accounting can keep invoices and the ledger. Connect a supported provider or a usable API when the process needs it.

Check connection options

Built around your process

Describe your process, then shape the system around it.

Use the AI Builder to describe how work arrives, who owns it and where a decision is needed. Review the proposed structure before applying it.

Make room for the way your team works.

Keep the connected structure while changing the details that make the process yours.

  • Your delivery stages and approval rules
  • The fields each kind of engagement needs
  • Screens for the people doing and reviewing the work
Start with your own process
Can clients use the system too?

Client portals are an additional Pro capability. You configure their screens and permissions around the records they need. The initial Client delivery template focuses on your internal team and does not include a portal or external integration.

A practical fit

A process to improve, and someone to own it.

  • Client work has repeatable stages, with exceptions that need an owner
  • You maintain the spreadsheet or tools that connect delivery today

Start with the controls you need.

Start with internal delivery. Pro adds client portals, record and field permissions, and reviewed Development → Production publishing when you need them.

Compare plans

Explore a related workflow

These worked examples show additional processes and connection options you can configure.

Your next step

Put one real piece of work through your system.

Add real operating data, review the workflow and make it useful to another person on your team.

Describe your process