Solutions · Agencies
Manage every client in one place.
A workspace per client with its own goals, tasks and members, time tracked on tasks, capacity at a glance, and billable hours that become invoices with the Finance add-on. Client portals for docs, forms and approvals.
Time · this weekStudio Lumen · 31.5 h billableSanne 14 h · Jonas 10.5 h · Priya 7 h
CapacityPriya 92% · Jonas 110%Two tasks suggested to move.
What usually goes wrong
Dozens of clients, dozens of stylesDifferent requirements, timelines and communication channels per client. Context lives in email threads.
Lost billable hoursPoor tracking and scattered documentation mean hours that were worked but never invoiced.
Who is on whatKeeping everyone aligned when team members work across multiple client projects.
Client portal · Studio LumenProposal v2 · awaiting approval
Client workspaces
Each client in their own workspace.
Dedicated goals, tasks and members per client; deliverables as goals broken into tasks; a client portal for docs, forms and shortlists so nothing is sent as an attachment.
- Permission groups per client
- Portals for review and approval
- Templates for the recurring project
Time and billing
Track time on tasks, invoice the hours.
Time entries with automatic timesheets and billable-hour reports. Generate an invoice from time with the Finance add-on; send it, match the payment when it lands.
- Timesheets and billable reports
- Invoice from time, estimates, payments
- Project profitability per client
FinanceInvoice from time · €3,78031.5 h at €120 · draft
Client update · Studio Lumen · draftedThis week: onboarding checklist designs reviewed, activation funnel instrumented (61%), reconcile QA on track for Oct 30. Next: Q4 roadmap outline. Hours: 31.5 billable.Send to portalEdit
Capacity
See capacity at a glance.
Workload per person across clients, sprint net capacity, and an assistant that drafts the weekly plan and the client update.
- Workload gauge and member KPIs
- Plan my day across clients
- Client update drafted from the week's work
Questions
Can clients log in?+
Guest access to a portal with view or comment rights on what you share, without seats on the workspace, is coming soon.
Does time tracking work on mobile?+
Yes. Start a timer from a task on iOS and Android.
Run every client from one place.
Invite the team, import what you have, and turn on only the modules you need.