Agency and professional services workspace guide

What the Agency workspace covers

Coordinate clients, proposals, projects, retainers, deliverables, billable time and agency reporting.

The workspace brings together leads, clients and contacts, proposals, scopes and approvals, projects, tasks and milestones, retainers and billable time, budgets, invoices and expenses, team capacity and assignments, client reports and profitability. Each area is connected through shared records, role-based access and operational reporting so teams can see the full path from request to outcome.

Core topics and records

Use the workspace to manage leads, clients and contacts, proposals, scopes and approvals, projects, tasks and milestones, retainers and billable time, budgets, invoices and expenses, team capacity and assignments, client reports and profitability. Start with the records that define your operation, then add owners, statuses, dates, documents and approval steps so the team can work from a consistent source of truth.

A typical operating workflow

Convert a qualified lead into a proposal, turn the approved scope into a project, assign delivery work, capture time and expenses, and report on client outcomes and margin.

Use dashboards, saved views, reports and AI & Automation entry points to reduce routine follow-up while keeping managers in control of important decisions.

Permissions, automation and reporting

Workspace access is governed by organisation membership, product entitlements and role permissions. The same tenant isolation rules apply to records, reports and AI-assisted workflows.

Once the core records are reliable, automate reminders, approvals, exception alerts and summaries that help the team act sooner without losing visibility.