Guide
Building a Client Reporting Workflow
Feb 14, 2026Turn meeting conversations into client deliverables without the busywork. Meeting capture → dashboards → automated reports.
Building a Client Reporting Workflow
Your clients hired you for your thinking, not your data entry skills.
A good reporting workflow captures conversations, extracts insights, and delivers polished reports — without you spending Friday afternoons in Excel.
The workflow
- Capture: Use a meeting intelligence tool (Otter, Fathom, or tl;dv) to record and summarize client calls automatically.
- Track: Action items flow into your project management tool. Nothing falls through the cracks.
- Report: Dashboard tools (Databox, Looker Studio, or Bricks) pull data and generate client-ready reports.
Our top picks
Meeting capture: Fathom — zero-friction, zero-configuration call notes.
Dashboards: Databox — standardized KPI reporting across clients.
Quick analysis: Bricks — upload data, get executive-ready charts in minutes.
What this saves you
3-5 hours per week on meeting notes and reporting. At $200/hr, that is $600-1,000/week back in billable time.