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Per-client workspaces. Time tracking. One-click invoicing from approved time. Deliverable sign-off. Client portal. Retainer cap tracking. Profitability dashboard. Generated for 12 backend stacks.
Agency-specific positioning combining the Project Management + Invoicing Starters with client-portal layer.
Client
Agency client with billing terms, hourly / fixed rate, retainer cap, primary contact
Engagement
Project / retainer / SOW with scope, budget, term, deliverable list, status
Deliverable
Customer-visible artifact with sign-off workflow, e-signature, revision-round count
TimeEntry
Per-task time log with billable flag, rate snapshot, approval workflow
Resource
Team-member allocation with capacity, skill set, availability calendar
Invoice
Invoice generated from time entries OR fixed milestones, multi-currency
Retainer
Monthly retainer with hour cap, rollover policy, top-up alerts
ClientPortalUser
Customer-side login with scoped access to their projects, time, invoices
Per-client workspace isolation — billable rates, branding, deliverable templates per client
Time tracker with task timer + manual entry, automatic-rounding rules, billable / non-billable tag
One-click invoice generation from approved time entries (week / month / milestone)
Customer-deliverable workflow with revision-round count, sign-off, e-signature integration
Client portal — customers log in to see active projects, time burned, invoices, deliverables
Retainer tracking — hour cap, rollover policy, alert when approaching cap
Profitability dashboard — billable rate × hours vs internal cost (salary blended), per-engagement margin
Resource allocation heatmap with over-allocation warnings, skill-tag matching for new projects
Multi-currency support with FX-rate snapshot per invoice
Webhook outbound on time.approved / invoice.sent / deliverable.signed for QuickBooks / Xero / Stripe integration
GDPR: client-data retention with engagement-end purge policy, DSAR runbook covering time entries
SOC 2 Type II: client-data isolation, audit-log hash chain over time entries (billing audit-ready)
SOX (US): time-entry immutability via audit-log, separation-of-duties between submitter and approver
IP / NDA: per-engagement access controls, NDA-required guard on confidential client work
You run a 5–25 person professional services agency. Currently using Notion (project management) + Toggl (time tracking) + QuickBooks (invoicing) + Google Drive (client deliverables). The Agency PM Starter replaces all of those with one platform — per-client workspaces, time-to-invoicing, deliverable sign-off, client portal. Replaces $200–$500/month of SaaS spend with a one-time $499.
You're crossing the 1→5 person threshold. The hand-rolled stack you used as a solo doesn't fit a small team. Agency PM Starter gives you a small-team-shaped platform — engagements, time approval workflow, profitability tracking — without 6 months of integration work.
You're shipping a vertical agency-management tool — for design / dev / legal / accounting / freelance-marketing agencies. Agency PM Starter is your scaffold. You add the niche features (legal-bill matter codes, dev-CI integrations, design-asset versioning).
Single ($499). Bundle ($999) for any 5 starters. All-Access ($2,999) for every starter we ship, forever.