Track Client Actions

Focus on outcomes. Turn gap analyses and audit findings into an action tracker your client can work from, with owners, priorities and due dates. When the client sends their copy back, you see what changed and keep every version.

Replace:

Trello

Asana

Excel

Book a demo Start free

A client's emailed tracker matched to the deliverable, showing what changed

Action Trackerv3

Scaffold inspection gapH

Safety file reviewsM

Site access policyL

8Open

3Overdue

14Done

Actions done56%

See every finding through to a fix

Each finding gets an owner and a due date, and the client's updates come back as versions.

The problem

Findings lost in documents

Audit results sit in PDFs and spreadsheets. Nobody tracks which items have owners, which are overdue and which were quietly forgotten.

With Dimeri

Every finding gets an owner and a due date

Upload a gap analysis or audit report and the assistant turns each finding into a row with an owner, a priority, a due date and a status. You get it as an Excel tracker.

The problem

No visibility on progress

You email the client for a status update and get a vague reply. There is no single place to see what is done, what is stuck and what is overdue.

With Dimeri

See progress without chasing

Edit the tracker in the app, or let the client send their updated copy back by email or upload. Dimeri matches it to the tracker, shows what changed and you choose to save it as a new version.

The problem

Actions disconnected from risks

Tasks live in one spreadsheet, risks in another. When the board asks whether exposure has improved, you cannot draw a straight line from the action to the risk.

With Dimeri

Show the board what each action fixes

The assistant reads the other deliverables in the client workspace, so every action names the finding or risk it addresses.

Integrations

Connects to the tools you already run on

Google Drive

Gmail

OneDrive

SharePoint

Outlook

Start delivering work in three steps

Create your workspace

Invite your team

Add colleagues and assign roles. Everyone works from the same workspace so nothing gets lost between people.

Get to work

Upload the client's gap analysis or audit report. The assistant builds the action tracker, and on Project and Program plans a dashboard shows what is open, overdue and done.

Partnership programme

Doing this for clients? Do it as a partner.

Consultancies, advisory firms and independent practitioners run their whole book on Dimeri. You keep the client relationship and the methodology. We supply the platform underneath it.

Explore the programme Apply

A separate workspace for each client, with access you control
A team of AI assistants per client that works from your scope
Board-ready reports drafted from the register, not rebuilt

Frequently asked questions

Upload a gap analysis, audit report or any document with findings. The assistant turns each finding into a row with an owner, a priority, a due date and a status, and delivers it as an Excel tracker. You can add and delete rows yourself.

Yes. The headings that feed the dashboard are locked and values are checked before they save. Every save is a new version, so you can see what changed and restore any earlier version.

The assistant reads the other deliverables in the client workspace, such as the gap analysis or a risk register another assistant built. Each action names the finding or risk it addresses.

On Project and Program plans the client can reply by email, or you can upload their file. Dimeri matches it to the right tracker, shows what changed, and you choose to save it as a new version or keep it separate.

Invite the client as a Viewer and they can open the tracker and other deliverables without changing anything. Each person you invite uses a seat. On Project and Program plans, a dashboard shows open, overdue and done actions by owner and priority, and rebuilds with each new version.

Download it as Excel or CSV at any time. On paid plans, exports carry no Dimeri watermark.

Put the work on one platform

Book a demo

Start delivering work in three steps

Create your workspace

Invite your team

Add colleagues and assign roles. Everyone works from the same workspace so nothing gets lost between people.

Get to work

Upload the client's gap analysis or audit report. The assistant builds the action tracker, and on Project and Program plans a dashboard shows what is open, overdue and done.

Frequently asked questions

Yes. The headings that feed the dashboard are locked and values are checked before they save. Every save is a new version, so you can see what changed and restore any earlier version.

The assistant reads the other deliverables in the client workspace, such as the gap analysis or a risk register another assistant built. Each action names the finding or risk it addresses.

Download it as Excel or CSV at any time. On paid plans, exports carry no Dimeri watermark.