Per-client workspace
One private area per client with deliverables, files, status, and approvals — replacing the per-client Notion page or Slack channel sprawl.
Industry
Custom apps for agencies & consultants.
We build custom project workspaces and client portals for small agencies and independent consultants — per-client workspaces, deliverable tracking, approval workflows, and the dashboards that turn 'how are we doing?' into a 5-second answer.
Why this hurts
What we see across agencies & consultants
Most small agencies run on a stack of Notion, Slack, Asana, a shared drive, and email. It works until you have 10 clients in flight. Then per-client info is scattered, status is in someone's head, and onboarding a new project manager takes weeks because nothing is written down in one place. The big agency platforms are overkill; the workaround stack is fragile.
Common workflows
The patterns we build for
Deliverable tracking
What's in flight, who owns it, what's blocked, what's approved — visible without asking.
Approval workflows
Send a deliverable, client approves or comments in the portal, history is preserved. No more email approvals to dig up later.
Owner's operations view
Pipeline, active projects, capacity, and revenue by client — one screen for the principal.
Project workspace handoff
A new project manager joins and gets the full context of every client in 10 minutes, not 10 days.
Generic tools
What firms in this space tend to outgrow
- Notion + Slack + Asana + email as the project system
- Per-client shared folders with no structure
- Generic CRM stuffed with project data it wasn't built for
- Enterprise PSA platforms (Mavenlink, Kantata) that are overkill
What we'd build
Project shapes we'd take on for agencies firms
- Per-client portal with deliverables, approvals, and status
- Internal project dashboard with capacity and pipeline
- Approval workflow with audit trail
- Client onboarding automation (intake → contract → kickoff)
- Revenue and utilization dashboard
FAQ
Common questions from agencies firms
We already pay for Notion, Slack, and Asana. Do we replace them?
Usually we replace just the part that's broken — most often the per-client workspace and approval flow — and keep the rest of your stack. The custom app removes the workaround, not your favourite tools.
Can clients log in?
Yes, with proper access controls. They see only their own workspace, with the things you want them to see.
Will this scale if we grow from 5 to 50 clients?
Built for it. The architecture doesn't care if you have 5 or 500 clients — the price doesn't scale per-seat.
Working at a agencies firm with a workflow that doesn't fit your tools?
Tell us what's slowing you down. We'll give you a straight answer about whether a custom app makes sense, and roughly what it would take.