What it helps with
Agencies can produce clearer reporting drafts while a human remains responsible for every claim and client communication.
Cadizo Client Report Review is a paid, connected WordPress workflow. It uses the Cadizo account connected through Hub, so there is no provider key to paste into the site and no free inference path to manage.
How to use Client Report Review
Provide aggregate performance evidence, reporting constraints, local options, and policy. Review the report draft before it leaves the agency.
- Install the package. Download the ZIP, open WordPress Plugins → Add New → Upload Plugin, and activate it.
- Connect through Hub. Install Cadizo Hub if it is not already active, then connect the site once to the Cadizo account.
- Review before acting. Use the workflow with your own evidence and policy, then let the responsible editor decide what happens next.
Example: An agency turns an approved monthly snapshot into a client-report draft for account-manager review.
What stays in your control
It prepares a private, paid review from owner-supplied evidence and local options. It does not inspect a live service, make a decision, or change WordPress or an external system.
One account across the factory
Cadizo Credits are shared across compatible workflows. Standard work costs 1 credit, Better costs 3, and Best costs 5. The workflow tells the site its tier before it starts; a refused or failed request is not charged.
