Solutions / Agencies & client work
Client projects, hours, and invoices in one workspace.
Agencies run the client project, track the hours against it, show progress through a portal, and invoice from the same workspace.
Free during early access
Show progress
A portal link instead of a status email.
Share a read-only project portal with a client by link, and revoke it when the engagement ends.
- Read-only portal links
- Revocable at any time
- Client records with linked projects
Track hours
Hours logged against the client's issues.
Timers and weekly timesheets log time on the client's issues, and the project billing report adds it up.
- Timers and manual entries
- Weekly timesheets with submission
- Billing report and burn rate per project
Invoice
Send the invoice from where the work happened.
Draft invoices for the client, send them with a PDF, and mark them paid or overdue.
- Draft, sent, paid, and overdue states
- PDF generation
- Booking pages for client calls
Capabilities
Built around the client engagement.
Clients
Records with linked projects and invoices.
Client portal
Read-only progress by link.
Time tracking
Hours against the client's issues.
Billing reports
Project hours and burn rate.
Invoices
Draft to paid, with a PDF.
Booking pages
Clients book time with you.
Good to know
- The client portal is read-only, and invoices are not paid online.
- Billing reports are per project and grouped by currency.
Early access
Bring one real piece of work.
Start with a single brief and follow it all the way to the update.
Free during early access