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FOR AGENCIES & CONSULTANCIES

Client-First Workspace Management & Billing Transparency

Isolate client accounts into dedicated spaces, enforce granular viewer/member permissions, track time, and export executive PDF status reports.

Designed for: Agency Directors, Account Managers, Consultants & Creative Studios

Multi-Space Client Isolation & PDF Executive Report Simulator

AGENCY PORTAL SIM

Space Isolation: Acme Corp Rebrand Project

Isolated Client Portal Space
ACT-101Q3 Visual Brand Guidelines Sign-OffAPPROVED14.5 hrs logged
ACT-104Design System Figma Token Hand-OffIN CLIENT REVIEW8.0 hrs logged
KEY CAPABILITIES

Engineered specifically for your workflow

ISOLATION

Multi-Space Client Isolation

Strict space separation ensures Client A cannot see Client B work, files, or discussions.

PERMISSIONS

Granular Client Viewer Roles

Invite clients as free Viewers or Guest Reviewers to sign off on deliverables without editing tasks.

PDF EXPORTS

1-Click Executive PDF Reports

Export polished PDF progress reports formatted for client sync meetings and executive reviews.

TIME LOGGING

Time Logging & Scope Control

Track estimated vs actual hours per milestone to maintain project profitability and prevent scope creep.

HOW IT WORKS

3 Steps to seamless execution

01

Partition Client Workspaces

Create isolated spaces with custom branding and client member permissions.

02

Manage Deliverables & Time

Assign tasks, log billable hours, and collect client approval sign-offs.

03

Export Client Status Reports

Generate clean PDF activity summaries with 1-click export for weekly syncs.

100%
Client Isolation

Complete data confidentiality across client accounts

2.8x
Client Approval Speed

Faster sign-offs with dedicated guest viewer portals

5+ hrs/wk
Reporting Time Saved

Saved on manual status presentation preparation

FREQUENTLY ASKED QUESTIONS

Got questions? We've got answers.

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