Connect client commitments, retainers, billable capacity, time, expenses, profitability, and controlled reporting in one current plan.
See whether client commitments fit the team’s availability and whether actual effort still matches the agreed budget or retainer.
Pitches, retainers, and active projects can all assume access to the same designer, developer, or account lead. The conflict stays hidden until a deadline moves or someone is asked to split attention across too many clients.
New work, leave, scope changes, and shifting assignments quickly make a spreadsheet unreliable. Account and delivery leads then negotiate from different versions of availability, with little evidence of what changed.
Retainer use, recorded time, expenses, and project cost may be reviewed separately from delivery progress. By the time profitability is discussed, the team has already spent the effort and the client conversation is harder.
Plan a client project or retainer alongside current assignments before promising additional work.
Record the expected scope, dates, deliverables, people demand, and relevant commercial terms. A retainer or proposed project can be considered beside active work before the agency confirms who will deliver it.
Compare required skills with schedules, leave, current assignments, and future availability. When two clients need the same person, the conflict can be resolved as a portfolio decision instead of being left to the individual.
Use progress, actual effort, retainers, expenses, cost, revenue, approvals, and client decisions in one review. Controlled reports can communicate the agreed picture without exposing the agency’s internal commercial information.
Review availability, progress, and profitability together. Choose which updates clients can see while keeping internal rates and margins restricted.
Use the 14-day company trial to plan one active client project and compare its demand with the people currently available. A work email is required, and no payment card is requested.
Book a demo when you want to examine retainers, billable capacity, profitability, or controlled client reporting in the context of your agency. A real delivery example will make the evaluation more useful.
