The office management system for agencies.
Retainers, client work and team capacity in one view, so you know what a client is worth, who has room this week, and what has not been billed.
Three problems every agency recognises.
The delivery plan lives in one tool, leave in another, and the answer to "can we take this on?" comes from whoever speaks first in the meeting.
Hours drift past the allowance for months before anyone notices, because time and billing are reconciled at quarter end.
The brief is in email, the work is in a project tool, the invoices are elsewhere, and nobody can reconstruct what was promised.
A retainer, from first call to monthly invoice.
One real workflow, in the order it happens. Nothing here is typed into a second tool.
What an agency hands to an agent first.
Drafts each account manager a summary of what shipped, what is late and what is unbilled.
Answers "where are we on X?" from the project record, drafted for a human to send.
Flags retainers heading past their allowance and proposes the conversation to have.
The modules agencies live in.
An agency customer quote belongs here, with name, role and firm. We leave it empty rather than invent one.
Agencies questions
Yes. A retainer is a recurring agreement with a monthly allowance; projects sit under it and draw down against it. Overage is visible before you invoice, not after.