Blue Orchid.

For client service teams

Know what each client is waiting on

Blue Orchid reads client and owner messages, checks each request against the signed scope, and drafts the weekly update when your team asks for it

What it handles

What the service team stops reconstructing.

  1. 01

    Catch out-of-scope requests

    See which client requests go beyond the signed scope and approved changes, with the message behind each.

  2. 02

    Know who's waiting on whom

    Separate work waiting on client input from work waiting on your team.

  3. 03

    Draft the owner update

    Ask for an owner or client update drafted from completed work, blockers and decisions, each with its source.

  4. 04

    Settle conflicting feedback

    Pull together every piece of feedback on a deliverable and see which instructions contradict each other.

One workflow, start to finish

How a new client request gets scoped.

Follow one owner request from an email to a reply that matches the signed scope.

Owner emailRe: Q4 reportingManagement agreementSigned, 18 pagesWants monthly reportsScope says quarterlyDue before Nov 30Oak Street portfolioClient: Northgate PartnersOutside scopeChange order neededReply with optionsMonthly reporting add-on12The account lead approvesReply sent

Blue Orchid reads the approved email or message. The original stays linked.

Ask the deal file

Questions service teams ask it.

  1. Is the current work still inside the signed scope and approved changes?

  2. Which client requests look like extra scope?

  3. Before we deliver, does this meet the client's acceptance criteria?

  4. Can you turn the approved plan into tasks with review points?

  5. Where do similar projects keep needing rework?

Sources

Where the answers come from.

Each source is set up with your team, and you choose what it reads.

Approvals

What waits for a person.

  • Every reply and update to a client or owner
  • Change requests and anything that changes price
  • Commitments on dates or deliverables

FAQs

What teams ask before starting.

Bring one deal your team keeps chasing.

We'll set it up there with your team, then walk you through each answer and approval.