Sales & client work / Agency client workspace
Keep the brief, the work and the client together.
Connect incoming work, project delivery, client discussions, time and billing around the way your agency operates.
The everyday friction
Where work gets
disconnected.
Approved requests get re-entered into a second system.
Feedback is separated from the work it changes.
Billable work is hard to reconcile at invoice time.
An illustrative workflow
Agency client workspace
in practice.
No invented customer results. This example shows the process to discuss.
Open the full walkthrough ↗An approved brief becomes a project with a reusable task structure.
Internal owners work through dependencies and delivery dates.
The client reviews a proof in the context of the project.
Approved time and expenses support an invoice review.
Capability catalogue
The details behind
the workflow.
The following capabilities were identified in the existing source system. Your proposal defines the included edition, configuration and tested integrations.
Lead to project
- Lead intake and triage
- Request-more-information and decline flows
- Lead-to-project conversion
- Companies and teams
- Project categories and templates
- Project membership
Delivery management
- Task lists and assignments
- Subtasks and dependencies
- Labels and bulk assignment
- Recurring tasks
- Reminders
- Workload allocation
- Calendars and availability
Client collaboration
- Discussions and comments
- Mentions and subscriptions
- Notes with revisions
- Files, folders and versions
- Client access roles
- Notifications and preferences
Time and billing
- Stopwatches and time records
- Expenses and categories
- Estimates and conversion
- Invoice lines and discounts
- Tax rates and currency field
- Recurring invoices
- Payment recording
- Stripe link endpoint
Administration
- Custom fields
- Saved filters
- Activity log
- Webhook delivery records
- API tokens
- Google and email adapter code
- QA and SEO workspace surfaces
See the shape of it
A clearer conversation
starts with context.
The source contains lead-to-project, collaboration and billing workflows. Client access boundaries are reviewed in the proposed configuration.
View the illustrative workflow ↗
Implementation & fit
Define your version
before rollout.
Migration, approval rules, payment processing and accounting connections are separately scoped.
When another tool may be a better fit
Teams seeking an instant replacement for every enterprise project-management integration.
Useful success measures
- Brief-to-project handoff time
- Unbilled approved hours
- Client approval turnaround
- Invoice correction rate
Measures to agree and establish a baseline for; no performance result is promised.
Common questions
Before we talk.
Can I sign up and use every feature immediately?
These are configured implementations. We first agree the edition, scope and required integrations. The catalogue describes source capabilities, rather than an instant subscription entitlement.
Can this use my branding?
Branding, domain, user access and customer data boundaries can form part of the implementation brief. We confirm what is supported and test it for the agreed edition.
What should I bring to the first conversation?
Which client approvals and billing handoffs cause the most rework? A short description is enough to begin; please do not send customer records or credentials.