Whirl for professional services
Collect client information, prepare project handovers and coordinate replies to questions.
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Checking a requested project date changeExample“Can we bring the next milestone forward a week? We need it for our board meeting.”
After a proposal is agreed, the project team still needs the client's files, access details and answers to outstanding questions. When the project changes or someone else takes over, the team has to gather and check that information again.
Whirl checks the brief and existing project records, requests missing information and prepares handover notes. It asks colleagues for answers to client questions and prepares replies for review. Your team gives specialist advice and approves changes to the project.
Example workflows
A team member starts onboarding for a new client.
Whirl checks the agreed scope and onboarding list, requests missing information, and records replies for the project team.
The project team can see which onboarding details have been supplied.
A project is moving to another person or team.
Whirl gathers current notes, open tasks and client decisions, then prepares a handover with the source documents linked.
The new project lead has the current notes, decisions and open tasks.
A client emails a question that needs another team's input.
Whirl checks the project records, asks the relevant colleague for an answer, and prepares a client reply when they respond.
The client's question and the colleague's answer are recorded in the same task.
These are example combinations. Connect your tools and choose which actions need your approval.
Notion
Gmail
Google Drive
Slack
Google CalendarYes. You can record your onboarding process and rules in Whirl's handbooks. Whirl uses those instructions when checking client records and requesting information.
Yes. Your team decides which messages and changes require approval and which routine steps can run automatically. Whirl gathers the relevant information and prepares actions for review.
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