Agency Board
LargeMarketing · Agency owner, team, clients
Agency operations: full studio management with clients, projects, approval flows and time tracking.
Built in this build
- Client portal (jobs, approvals, files)
- Job request/brief form
- Design approval flow (versioned)
- Revision comments
- Monthly work report
- Project/job board (by status)
- Team assignment and capacity
- Time tracking against budgeted hours
- Client contract/retainer tracking
- Job profitability report
- Scope draft from brief
- Monthly client report summary
- Hours and profitability by client
- Team utilization summary
Vision (needs external services)
- Invoice view
- Invoicing and collections
- Pending approval reminder
- Alert when retainer hours run out
- File/image upload
- PDF report/invoice
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Client portal (jobs, approvals, files)
- Job request/brief form
- Design approval flow (versioned)
- Revision comments
- Monthly work report
- Invoice view
Admin modules
- Project/job board (by status)
- Team assignment and capacity
- Time tracking against budgeted hours
- Client contract/retainer tracking
- Invoicing and collections
- Job profitability report
AI capabilities
- Scope draft from brief
- Monthly client report summary
Automations
- Pending approval reminder
- Alert when retainer hours run out
Analytics & reports
- Hours and profitability by client
- Team utilization summary
Integrations
- File/image upload
- PDF report/invoice
Mobile
- Client mobile approval
- Team mobile time entry
Roles & permissions
- Owner
- Team member
- Client
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