Your engagement runs on promises. Track every one of them.
Consultancies, agencies and professional firms make — and depend on — commitments in every client session: deliverables, review dates, client-side inputs. Loopion records them all with owners and deadlines, on both sides of the table, so the engagement runs on evidence.
Sound familiar?
Client-side inputs slip and quietly become your delay
Scope agreed verbally in workshops drifts by the time it's invoiced
Partners promise follow-ups in pitches that associates never hear about
Weekly status calls rehash who owed what instead of moving work
Dispute time: reconstructing what was agreed costs billable days
Multiple engagements, same team — commitments blur across clients
A meeting you'll recognise
Loopion sits in the meeting as a visible participant, listens for commitments and turns them into owned, dated actions — before anyone opens a notes doc.
Consultant (Zara): Draft findings are on track for Friday. We're blocked on the finance data extract though — that was due Monday.
Client (Paul): Sorry — I'll have our analyst send the extract by tomorrow noon, latest.
Zara: Thanks. We'll then have the workshop pack to you two days before the session, and I'll send revised timelines today reflecting the data delay.
What Loopion captured
Send finance data extract to consulting team
Paul (client) · Tomorrow 12:00 · Outstanding
Deliver workshop pack 2 days pre-session
Zara · Per plan · Outstanding
Send revised timeline reflecting data delay
Zara · Today · Outstanding
Illustrative product example.
This is where other tools stop. Loopion keeps going.
Client-side actions on the record
Paul's extract is tracked with a date — when the timeline moves, the cause is documented, not disputed.
Recap both sides can see
One shared list of who owes what keeps the engagement honest without a single awkward email.
Next status call is 10 minutes
Delivered vs outstanding opens the call. The rehash disappears; the work moves.
An audit trail, built in
Every commitment, date and delay across the engagement — searchable when scope or fees get discussed.
Questions your team can finally answer instantly
What is the client still owing us on the Harrington engagement?
What did we commit to deliver this month, per engagement?
When did the data delay start, and what did it push?
What was agreed in the scoping workshop?
Which client inputs are overdue across all engagements?
What did the partner promise in the pitch meeting?
Plays well with your stack
Monday.com (via Zapier)
Engagement actions onto delivery boards, per client.
Client-facing recaps with the shared commitments list.
Microsoft Teams / Zoom
Loopion attends client sessions on either platform, clearly visible.
Google Sheets (via Zapier)
Commitment logs per engagement for partners' oversight.
What changes with the loop in place
Client-side delays documented the day they happen, not at invoice time
Engagements run on one shared record of who owes what
Status calls shrink; delivery accelerates
Scope and fee conversations backed by the actual meeting record
Run engagements on evidence, not memory
14-day money-back guarantee · Cancel anytime