The feed
One thread per customer, or per project if you like, for summaries, decisions, questions, files and inline images. People reply, edits keep a record of what changed, and “new” marks follow what each reader has already seen.
Your clients sign in to file requests, comment on items and documents, and see in their overview how far the work has got. Your team works on the same board and decides, item by item, what the client gets to see.
Checkout is on staging — please try a SEPA order.
Every request, every hour and every comment hangs off the same work item. Nothing is copied from an email onto the board, or from the board into a report.
Your client files the request themselves, with a title, details, the project and a priority. It lands on the board as a work item that records who asked, and nobody types it up again.
You work on your board, with the spec beside you and the timer running on the item. Your internal estimate and time notes stay on your side.
Their overview updates as the card moves, so they can check where things stand at any time.
Each section describes a problem that comes up regularly in client work, and the part of AgencyOS meant to handle it.
Your work is spread across five tools, three naming schemes and somebody’s inbox.
Each project keeps its own columns, and each column maps to one of seven shared stages. So one board shows what’s in progress for every customer, while each client reads it in their own words.
It’s Friday afternoon, and you’re rebuilding the week from calendar entries and memory.
Start the timer on the card you’re working on. It runs on the server, survives a closed laptop and books every minute to the right customer without you having to think about it.
| Mon | Tue | Wed | Thu | Fri | |
|---|---|---|---|---|---|
| PORTAL-142 | 3.0 | 2.5 | · | 1.5 | · |
| NORD-9 | · | 4.0 | 3.5 | · | 2.0 |
| OPS-22 | 1.0 | · | 1.0 | · | 0.5 |
| Muster GmbH | · | · | 2.5 | 4.0 | 2.0 |
The spec is in one doc, the feedback in an email and the final version nowhere.
Write briefs, specs and meeting notes right next to the work they describe. Your client comments on the exact sentence they mean, and you can see who has actually read the page.
SEPA direct debit replaces invoice payment for new customers. Existing mandates stay as they are, and the checkout only asks new customers.
Does that include the B2B accounts?
Yes — they keep invoice payment.
Check with legal before we promise more.
“Where are we with the checkout?” It’s the third email this week.
Every customer gets one page with the work in progress, the latest updates and new documents. It’s the first thing your client sees when they sign in, and it comes from the work itself rather than from a report someone writes.
Checkout is on staging — please try a SEPA order.
One wrong click, and the client reads what you wrote about them.
Every item, comment, update and page is either shared or internal. Anything internal never reaches the client’s browser at all, so there is nothing on their screen to stumble across.
| What | Starts as | |
|---|---|---|
| Work item | project default | SharedInternal |
| Comment | last used on the item | SharedInternal |
| Feed entry | shared | SharedInternal |
| Document | internal | SharedInternal |
| Time entry | always internal | Internal |
A screenshot with a red circle and three words: “this is broken”.
Pin is planned as a widget that lets your client mark a problem right on their own website and write one sentence. The report is meant to carry the page, the element and the browser, and arrive in an inbox instead of an email thread. Today, Pin can only be set up per project.
Nothing happens on the second click — I expected the mandate form.
SendNothing happens on the second click
Intake forms are planned and not in the product yet. We show them here so you can tell us whether they would help. Pin, shown further up, is also only in preparation. Both are marked wherever they appear on this site.
You’ll design the form your intake really needs, choose a template for what it creates, and every submission will arrive as a work item with the answers already in it.
Read the plan →The smaller features that sit around the ones above.
One thread per customer, or per project if you like, for summaries, decisions, questions, files and inline images. People reply, edits keep a record of what changed, and “new” marks follow what each reader has already seen.
Send a feed entry to the people it concerns, even someone without an account. Each recipient gets their own email, replies come straight back to you, and the entry remembers who it went to.
Unsent replies, comments and descriptions are saved on the server. Close the laptop, pick up your phone and carry on where you left off.
Five roles: Owner, Employee, Freelancer, Client admin and Client member. Narrow employees, freelancers and client members to named projects. The owner invites people by link and deactivates someone in one step.
Give an AI agent its own token, limited to the projects you choose. Through the MCP server it can create, update and move work items, comment, attach files, post to the feed and write documents. It never reaches people, invites, tokens or time entries, never removes a file, and can never widen its own access.
A password or a single-use link by email, offered side by side. A client who opens the portal four times a year never has to remember anything.
The whole interface comes in English, German and French, and each reader picks their own. Emails such as invitations are sent in English only for now. Light, dark and high-contrast appearances are included too.
Visibility switches, edits, invites, deactivations and shared links are all written to an internal audit log. There’s no view or export of it in the app yet.
We’ll set up your workspace with you and move your current projects over before the first call ends.