Keeprio
  BUILT FOR SOFTWARE AGENCIES & IT TEAMS

Keep every client promise.
Move work forward.

Turn client emails and meeting notes into clear commitments,
owners, and follow-ups your team can approve.

  See how it works
Early access · Built with agency teams

Your client work, in one clear view

EXAMPLE

A little less chasing. A lot more clarity.

Open commitments8
Waiting on client3
Drafts to review2

Commitments this week

Share updated landing page
Atlas Studio · Linh · Friday
Due soon
Confirm the pricing scope
Northstar · Minh · Thursday
Waiting on client
Send project update
Acorn Labs · An · Today
Ready for review

Your next follow-up

Awaiting approval
Hi Alex, just checking in on the brand assets for the landing page. Could you share them before Thursday?
Review draft →
EXAMPLE

Your next client commitment

Share updated landing page
Atlas Studio · Linh · Friday
Due soon
A follow-up draft is ready for your review.
See how it works →

Designed around the tools and conversations agencies already use

 Email  Meeting notes  Client commitments  Team handoffs
Feature preview

Client work, with
fewer loose ends.

Know what was promised, who owns it,
and what needs a follow-up.

Capture the commitment

Bring the important request out of the busy thread.

“Can you share the updated landing page by Friday?”
Share updated landing pageFriday
Suggested owner: Linh · Source attached

Spot what needs attention

See the waiting work before it becomes a blocker.

Brand assets from Atlas StudioWaiting on client
Scope approval from NorthstarDue soon
  A follow-up could help move this forward.

Make ownership clear

Every promise gets a person and a next step.

LHLanding page updateDue soon
MNPricing proposalReady for review
ANWeekly client updateComplete

Follow up with confidence

A helpful draft, with your team in control.

Follow-up to AlexAwaiting approval
Hi Alex,

We're ready to move ahead with the landing page update. Could you send the remaining brand assets by Thursday?

Thanks, Linh
Review draft →

 Your team reviews suggested actions before sending. Learn more

How it works

Capture. Assign.
Follow through.

A simple rhythm for the work between client conversations.

01 / CAPTURE

Bring the promise out
of the conversation.

Start with a client email or pasted meeting notes. Keeprio proposes clear commitments while keeping the original context close.

  • Requests become suggested tasks
  • Dates and source context stay visible
  • Your team confirms the details
02 / ASSIGN

Give every commitment
an owner.

Turn a suggestion into a shared agreement. Confirm who owns the work and when the next step should happen.

  • Editable ownership and deadlines
  • Client context attached to the work
  • A clear place to review open commitments
03 / FOLLOW THROUGH

Prepare the next step
before it slips.

When work needs a nudge, review a proposed reminder or email draft. Your team decides what goes out.

  • Spot waiting commitments
  • Review a contextual draft
  • Approve before sending
How it works

One email.
Three clearer steps.

Walk through an example, at your own pace.

EXAMPLE

A request worth keeping.

Capture the specific promise inside the client conversation. The suggested task keeps the source attached so the team can check the details.

“Could you share the updated landing page by Friday? We'll send the remaining assets tomorrow.”
Update landing pageSuggested task
Deadline: Friday · Owner: needs confirmation
Example with fictional data
A person always approves before anything is sent.
Example workflows

Built for the work
between the work.

The small handoffs that keep agency projects moving.

Waiting on client assets

The project is ready. The files aren't. Keep the dependency visible and prepare a useful nudge.

Next step: review a follow-up

Scope after a meeting

Turn a promising conversation into clear deliverables, owners, and dates your team can confirm.

Next step: confirm commitments

A client progress update

Keep the next update close to the actual work, instead of rebuilding the story from scattered threads.

Next step: prepare an update
Early access

Help shape how
agencies follow through.

Built for real agency workflows.
A better way to keep the next promise.

01 / EXPLOREAt your own pace

See the product

Get a feel for the workflow before applying to the pilot.

  • Interactive walkthrough
  • Clear approval steps
  • No sign-up required
See how it works →
02 / BUILD WITH USFor agency teams

Become a pilot agency

Help test the idea against the way your team really works.

  • Share your recurring handoffs
  • Try the current build
  • Shape the next iteration
03 / TALK IT THROUGHWorkshop conversation

Bring your workflow

Start with one client promise that is difficult to track today.

  • Map the current process
  • Identify a useful first workflow
  • Discuss pilot fit
FAQ

A few things
you might be wondering.

Clear answers about Keeprio and the pilot.

Who is Keeprio for?

Software agencies and IT service teams that manage client requests, deliverables, and recurring follow-ups.

What can it capture?

Keeprio works from client emails and pasted meeting notes. The examples on this page use fictional data.

Will it replace our project management tool?

No. Keeprio focuses on commitments and follow-through around client conversations. Pilot feedback helps define how it fits alongside the tools you already use.

Does it send emails automatically?

No. The workflow requires a person to review and approve sending. Nothing is sent without that approval.

What is available in the pilot?

Keeprio is currently in internal testing, and pilot spots are limited. Scope and availability are agreed with each agency before onboarding.

Can we review extracted tasks?

Yes. Human confirmation of suggested tasks, owners, and deadlines is part of the product. Suggestions never silently become confirmed work.

What happens to client data?

Access and retention details will be shared with you before onboarding. This page does not connect to your email or upload client data.

How do we join?

Use the “Join the pilot” form to tell us about your team and your biggest follow-up challenge. We will follow up about fit.

Less chasing. More clarity.

Make the next client promise
easier to keep.

Help shape a calmer way to manage commitments,
from the first request to the next follow-up.

  See how it works
© 2026 Keeprio · Currently in internal testingBack to top ↑
Help shape Keeprio

Start with your workflow.

Tell us a little about your team. Keeprio is in internal testing and pilot spots are limited; we'll only use your details to follow up about the pilot.

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