Teams | Collaboration | Customer Service | Project Management

A due diligence project is a structured review of a company, vendor, or partner before a major decision. Teams organize this background research at scale by doing four things: agreeing on scope first, splitting the work into owned workstreams, storing every piece of evidence in one consistent structure, and tracking risks and open questions in a shared workspace instead of scattered emails.

Before I joined Teamwork.com, I spent years running delivery in agencies. Most switches I saw started with the right complaint and the wrong cure: Wrike felt heavy, so teams moved somewhere lighter. Adoption jumped, but by the next quarterly review nobody could say which projects had made money. That gap is common. When Teamwork.com's The Sprint to AI report asked senior leaders at client service firms where their tools fall short, 38% cited profitability management.

The quotes that hurt in my agency years weren't the ones we lost. They were the ones we won, priced fast from a blended rate and a gut feel on hours, then underwater a few weeks into delivery. I work at Teamwork.com now, after nearly a decade in agencies. Back then, quoting lived in spreadsheets next to a basic timer, so no quote ever saw what the team actually cost. Most guides judge quoting software on how fast and how good a quote looks.

Every ticket your team closes today makes the next one a little easier. That's not a metaphor, it's literally how Dotty works. Dotty is the AI Teammate built into Teamwork Desk. It drafts replies from your help docs and resolved tickets, surfaces the ticket that already solved this exact problem, and summarizes hand-offs so context isn't lost. Your agents review and send: nothing goes out untouched. But the real story isn't any one of those skills. It's what they're building together.

Teamwork.com is introducing AI credits. If your first question is “what’s this going to cost me?”, the short answer is that your credits come included with your plan, at no extra cost. Your plan price stays the same, and most of the AI you use day to day doesn’t use credits at all. What changes is how the bigger jobs you hand to AI are covered, like asking Ask AI for a report or having an agent prepare a client update.

At ARM Creative, a single campaign can span broadcast TV, over-the-top (OTT) ads, radio, Spotify, paid social, display, and retargeting—all running at once, each with its own deadlines, specs, and approvals. It used to be that campaign updates lived in email threads, while feedback was scattered across Slack and inboxes. Without a shared system, it was difficult to see whether a deliverable was approved, in progress, or falling behind.

Workforce scheduling is the process of matching staffing to demand across time, within a labour budget and whatever rules apply to your workforce. Every article on the subject agrees on that definition, lists the same components, and then moves to software. The part that decides whether a schedule works is quantitative, and three numbers do most of the work: Miss the second one and you will be understaffed by roughly a quarter every single week while your headcount looks correct on paper.