Agencies and services firms run on client relationships, but the operational side — intake, approvals, reporting — often still runs on email chains and manual spreadsheet work. We build workflows that handle intake, route approvals, and generate client reporting automatically, so your team spends more time on billable work and less on administrative overhead.
What it solves
Intake over email chains
Client intake and onboarding are handled over email chains.
Approvals stuck in inboxes
Approvals are stuck waiting on someone to see a message.
Manual reporting
Reporting is assembled by hand before every client check-in.
What you get
- Automated intake and onboarding workflows
- Approval routing with clear owners and SLAs
- Automated client reporting pulled from your existing tools
- Time and billing reconciliation across projects and retainers
- Client-facing status pages for active projects
Our process
01
Map
We document your intake, approval, and reporting processes as they run today.
02
Design
We design workflows that remove the manual handoffs and single points of failure.
03
Roll out
We launch it with your team and iterate on real usage.
04
Support
We refine it as your client roster and service lines grow.
Who this is for
- Agencies billing multiple clients by project or retainer
- Services firms managing approval chains across teams
- Operations teams assembling client reports by hand every cycle
- Firms scaling past the point where email threads can track status