Industry
Retainers, campaigns, and creative delivery — one ledger.
Projects, time, expenses, client portal, and billing shaped for agency rhythm — retainer and project work on the same system.
My timesheet · this week
Logged
36.5h
Billable
26.5h
Status
Submitted
Where it actually helps
Retainer burn is a surprise at renewal.
Retainer configs track usage against the period as work happens, so burn is visible mid-cycle, not at the invoice.
Client feedback is scattered across email and a shared doc.
Clients comment, approve, and check status in one portal, tied to the same project record your team works from.
Production and finance don’t share the same truth.
Expenses and logged time roll into the same invoice as the creative work they belong to — no separate reconciliation.
Questions
Before you ask.
Can clients approve a creative round inside the portal?
Yes — the portal supports action approvals alongside status and documents, so sign-off doesn’t require a separate email.
How do you handle retainer clients versus project clients?
Both live on the same delivery record. Retainers track usage against a period; projects track a budget against milestones.
Do we need a separate expense tool for production costs?
No — expense reports with receipts and per-entry approval feed straight into the invoice.