Project management software for agencies, kickoff to handoff
Client records, a branded portal, budgets that show margin, and a handoff certificate at the end — so an engagement lives in one place instead of three.
- Branded client portal
- Retainers and margin
- Handoff with sign-off
The engagement, end to end
Built around how studios actually scope, deliver, bill, and close out.
- 01
Scope and budget it
Set a budget on the project so tracked time turns into profitability and unbilled answers later.
- 02
Watch the drift
Risk patterns and blocker radar surface trouble while there is still room to have the conversation.
- 03
Keep the client close
A portal under your branding, plus a weekly report drafted from real activity.
- 04
Hand off and invoice
Package deliverables, capture confirmation, issue a certificate, and bill the unbilled time.
Built for the shape of agency work
Many clients, each with their own scope, their own contacts, and their own idea of what counts as done. Worksynk is designed around that, not around a single internal backlog.
- You run five or more client engagements at once and they all move at different speeds
- Someone is manually assembling a status update every week
- Scope creep is discovered at invoicing rather than when it happens
- Clients ask for access, and giving it means giving away too much
- Retainer hours get burned before anyone notices the margin has gone
- Handover means a folder, a call, and hoping the client confirms
What changes in the first month
None of this is a workflow you have to invent. It is what the modules do once the projects are in.
How it works now
A weekly call per client, plus the hour spent preparing a deck that is stale by the time you present it.
Scope creep surfaces at invoicing, when the conversation is about money rather than the work.
Whether a project is profitable is a spreadsheet exercise someone does at quarter end.
Handover is a folder of files and a verbal “are we good?”
Client credentials live in a password manager someone left, or worse, in a thread.
How it works on Worksynk
Portal replaces the weekly call
A branded portal the client can open whenever they want, built from the same work items your team is already updating.
Scope creep caught while it is cheap
Extra work shows up as it lands, against a budget you can see burning, while it is still a scheduling conversation.
Margin visible mid-engagement
Retainer consumption, margin, and unbilled time are live per project, so you can act mid-engagement.
Sign-off on record, not verbal
A packaged handoff the client confirms, with a certificate on record when they sign off.
Credentials that survive a leaver
An encrypted vault scoped to the project, with every view logged and access following project access.
What studios reach for first
Client-facing where it needs to be, internal everywhere else.
Client portal
Read-only client visibility that does not consume a seat.
White-label
Your brand across every surface the client sees.
Budgets and margin
Retainers, profitability per project and client, and threshold alerts.
Unbilled time
Billable hours worked but never invoiced, surfaced as a report.
Handoff
Deliverables packaged, confirmed, and certified.
Vault
Client credentials encrypted, with every access logged.
The commercial side
Delivery tooling that answers the questions a studio owner actually asks.
- ProfitabilityBudgets
- Cost against value, per project and per client.
- Threshold alertsBudgets
- Get warned as a retainer burns down, not after it is gone.
- Unbilled reportReports
- Billable hours worked but never invoiced — usually the fastest money in the building.
- UtilisationReports
- Tracked hours against capacity per person, so you can see who is stretched.
- Credential vaultVault
- Client secrets encrypted with logged access and extra verification, instead of sitting in a chat message.
- Client invoice viewReports
- Invoice reporting built from tracked billable time.
- Per-client SLA targetsSLA Management
- Response and resolution targets per priority, aware of your working hours and holidays, with automatic breach alerts to the channel that owns the account.
- Weekly report, draftedAI Client Reporter
- A client status report drafted from what actually happened that week, for you to review and edit before it sends.
- Recurring account workRecurring tasks
- Monthly retainer summaries, reporting, and check-ins repeat on a schedule and spawn the next occurrence when closed.
- Your brand, not oursWhite-label branding
- The portal, the reports, and the emails carry your studio's brand everywhere the client looks.
Common questions
Can clients see progress without paying for seats?
Yes. The client portal is a read-only client-facing view that does not consume a workspace seat, and there is a lighter status link if even that is more than they need.
Will it look like our studio?
With white-label branding, your name, colour, and logo replace Worksynk's across every surface your team and clients see.
How do we know a project is profitable?
Set a budget, track time against the work, and the profitability report gives you cost against value per project and per client. Threshold alerts warn you as a retainer burns down.
Where do client credentials live?
In the vault — encrypted, with every access logged and extra verification available. The point is that they are not in a chat message or a spreadsheet.
How long before a client is actually using the portal?
Usually the first week, because there is nothing for them to learn — the portal shows the work your team is already updating. The change that matters is on your side: deciding what each client sees by default and then leaving it alone.
We work differently per client. Does that break reporting?
No. Statuses, types, and workflows are configurable, and each project can carry its own. Reporting stays comparable because it keys off the status category — Todo, In Progress, In Review, Done — not the label you gave it.
Can we turn off time tracking for one client?
On some plans a module can be switched off for an individual project even when it is on for the workspace, which is exactly the case for a client whose engagement should not carry time tracking or budgets.
“We stopped finding out about scope creep in the retro. The risk detector flags it while there's still time.”
- 3.2×
- faster client sign-off
- 50%
- less status-call load
- 12 hrs
- saved per PM, per week
Stop finding out about risk
in the retro
Score every project, catch scope creep while it is still cheap, and give clients a seat at the table — without another status meeting.
- 90 days
- Free, full platform
- No card
- Nothing to enter up front
- 20 min
- Guided walkthrough on request