Today and your inbox
See what's waiting on you, today's logged time and your key figures. The inbox gathers notifications, tasks and alerts into one list you can clear from the keyboard.
Projects, budgets and invoices
In , an agency runs its delivery and money in one place: projects, tasks, time, capacity, budgets, proposals and invoices. Every logged hour is priced into a live margin per project and per client, so you see a project going over while there is still time to act.
- Who uses it
- Project managers, account leads, finance and operations, and everyone on the team who logs time.
- What it replaces
- COR, or monday.com or Asana for tasks, Harvest for time and Float for capacity, reconciled into a spreadsheet by hand.
How a team uses it
- 1Price and win the dealA deal starts from the pipeline, a form or an approved brief; you try scenarios on services and hours, then send a proposal the client accepts online.
- 2Turn it into a projectAn accepted proposal becomes a project with its budget, phases, tasks and bookings, and resource requests find the right people.
- 3Deliver and log timeThe team works tasks in the view they prefer and logs time under your agency's time rules.
- 4Watch burn and marginBurn and margin update as hours land, at-risk projects flag themselves, and approved budget lines change only through a change order.
- 5Invoice from the same numbersInvoice unbilled hours, a percentage or approved milestones; the PDF goes to the client in their language, and reminders follow until it's paid.
- 6Keep the client informedThe client follows status, dashboards, retainer hours and change orders in a branded portal, with no account needed.
Projects and tasks
One place for every project, every task and what's waiting on you today.
Tasks in every view
View the same tasks as a list, table, board, calendar or Gantt with dependencies and a baseline. Save and share views, and import tasks from an Asana, monday.com or ClickUp CSV.
Projects that flag their own risk
Each project holds its phases, tasks, documents and cost breakdown. When hours burn faster than the timeline, the project marks itself at risk and names the reasons.
Custom fields
Add your own fields to tasks, projects, budgets, deals, clients and time entries: text, numbers, dates, choices, people or files. Mark a field required, or sensitive so only admins and finance see it.
Intake formsClient sees
Build forms whose answers become a task, a project or a deal. Your team fills them in inside the product, or clients and website visitors use a public link.
Time and timesheets
Time tracking
Log time in a weekly grid, by quick entry or with a timer that keeps running across reloads and devices. Copy yesterday or last week, and turn on timesheet approval if you want it.
Time rules and locks
Lock logged time after a day, a week or a month. Policies set a daily maximum, required notes or fields, working days and a reminder when time is missing; invoiced time never changes.
Budgets and invoices
The money side of every project, kept to the same numbers the team logs against.
Budgets with locked lines
Build budgets from time and materials, fixed fee, fixed hours, retainer and percentage lines, grouped into phases. Once approved, lines lock, and any change goes through a change order.
Change orders the client signsClient sees
Send a change order to the client's portal, where they approve or decline it by name. You're notified the moment they answer.
Scenarios before you commit
Try a what-if on a deal or a draft budget: change services and hours, plan people by week and watch revenue, cost, profit and margin move before you apply it.
Rates, expenses and purchase orders
Keep dated rate cards and cost rates, expenses with receipts, purchase orders with markup and your overhead per hour, so every figure prices at the rate in effect that day.
Invoices and credit notesClient sees
Invoice unbilled hours, the remaining amount, a percentage or approved milestones. Approval numbers the invoice and emails the PDF in the client's language after a one-minute undo; credit notes and payment reminders follow.
Agency health and revenue gap
See likely profit and margin across the agency against thresholds an admin sets, a profit and loss per client, and the revenue gap with assumptions you can edit.
Winning new business
Pipeline with its sources
Track deals from your own pipeline, intake forms and approved briefs, each with its source. A won deal converts into a project with its budget.
Proposals accepted onlineClient sees
AI drafts the proposal within your pricing guardrail; you review and send it. The client accepts by typing their name, declines with a reason or comments, and you see when they opened it.
Team and capacity
Capacity by person and week
A heatmap of every person by week, with confirmed and tentative bookings, shows who is over-booked in the next 14, 30 or 90 days.
Resource requests
Ask for a role, skills and hours over set dates. An admin sees the people who fit, ranked by free hours and skills with their cost, and books them, declines or comments.
Proposed staffing
For an unfilled role, suggests people by free hours in the role's dates, then matching skills. A person confirms every booking.
Dashboards and AI help
DashboardsClient sees
Live views of projects, money and the team for one project, one client or the whole agency. Start from a template, build on a grid or let AI lay one out, then refresh on demand or on a schedule.
Campaign results on the project
With , a project shows its campaigns and their results for exactly the project's dates: spend per currency, conversions and return on ad spend.
A project assistant you can ask
Chat with the AI assistant about one project or the whole agency. It answers from the same formulas your screens use, and every draft it writes waits for a person.
Agents that take on tasks
Describe a job and AI drafts an agent with instructions, skills and triggers. Agents comment, draft updates and create tasks within the permissions you give them; client emails stay drafts.
Ask with sources
Ask a question from search and get an answer from your projects, tasks, deals, invoices, documents and clients, with a link to every record it used.
What your client sees
- Client portal
- A branded portal with no account to create: project status and dates, upcoming tasks, dashboards the team chose to share, retainer hours used, change orders to approve and, when you turn it on, campaign results.
- Dashboard links
- Open or password-protected links to a dashboard, showing its last refresh, where viewers can leave comments with their name when the link allows it.
- Proposal link
- The proposal as sent, where the client accepts by typing their full name, declines with a reason or leaves a comment.
- Intake forms
- A public form for requests and briefs; each answer becomes a task, project or deal for your team.
- PDFs
- Proposals, invoices with an optional timesheet appendix, credit notes and timelines, in your agency's colours and the client's brand kit.
- Emails
- Proposals you preview before sending, invoices sent after a one-minute undo, and payment reminders written from your templates.
AI and people
Where AI helps
- Proposal, scope and brief drafts
- A pricing check on proposals
- Overnight notes on projects over budget or creeping in scope
- Drafts of overdue invoice chasers
- Dashboard layouts
- Agents that comment, draft updates and create tasks
- Answers about your projects with links to each record
What people decide
A person sends every proposal, approves every invoice and confirms every booking; AI drafts and flags, and client emails it writes stay drafts until someone sends them.
Connects with
An approved brief can start a deal and ground its proposal, and brief requests from an intake form hand off to .
Brief, scope and proposal drafts draw on the client's shared profile, campaigns and brand voice, and say what they used.
Approved time off comes off capacity, and skills rank who to staff on an open role.
Tool costs tagged to a client go into that client's margin, and untagged costs into your overhead per hour.
A project shows its campaign results over its own dates, and its milestones appear as delivery status in client reports.
Revision requests from a client review arrive as tasks.
Your tasks due soon appear in your morning brief.
- Hub
Findings and tasks sent from other products arrive in , and sends its own findings back to the shared feed.
Questions teams ask
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