Client Reports That Write and Send Themselves

Set up a Routine in Rize: a scheduled prompt that tells the agent what to analyze — a client's hours, project progress, and burn — when to run, and where to send it. The brief arrives by email, Slack, or in-app on your cadence, built from automatically tracked time rather than manual timesheets.

The best tool writes the report from data it already has. Rize tracks time automatically by client and project, so a scheduled Routine produces a client report from complete hours — no export, no spreadsheet, no one assembling it Friday afternoon.

Yes. A completed routine can appear in Rize, arrive by email, or land as a Slack DM to the person who set it up, depending on the channel you pick per routine. Sharing it onward — to a client thread or a team channel — is one forward away.

A Routine is a scheduled task the Rize agent runs for you. Use one to analyze a report, send a Monday standup, or create a client report. Each routine has its own page with its full run history and settings side by side, and you can set it up for yourself, a team, or the whole workspace.

Rize tracks time automatically by client and project, so the hours feeding a client report don't depend on anyone remembering to log them. A routine summarizes those hours on a schedule — weekly for retainers, monthly for fixed-fee clients — and the report is ready to share.

A routine can't replace the conversation, but it can replace the preparation. Schedule a routine that summarizes yesterday's tracked work, today's calendar, and open tasks for each person, delivered before the meeting. The standup starts from facts instead of recollection.

Yes. Rize separates billable and non-billable time in Tracked Time views and reports, so a client report can show the billable hours behind an invoice alongside the non-billable work the client doesn't see — internal reviews, admin, revisions.

Yes. Each routine's page keeps its full run history next to its settings, so you can adjust the prompt, scope, schedule, or delivery channel and still see every past run.

A timesheet export is a grid of hours. A routine produces an analysis — what the hours mean, where burn is heading, what needs attention — and delivers it on a schedule. The underlying Tracked Time data is the same; the routine does the reading for you.

Yes. Flat-fee firms use routines to summarize hours by client each month and flag engagements that consumed more time than the fee justifies. Because time is tracked automatically, the report reflects real effort rather than what staff remembered to log.