Compare effort with the planSee how much working time a client or campaign is consuming before the estimate quietly turns into a loss.
Protect margin while the work is still moving
01
02
03
See project pressure beforethe client feels the overrun.
Agency margin gets harder to protect when time, workload and client delivery live in separate systems. Worklix keeps the daily records close enough to spot scope pressure while there is still time to change the plan.
Separate billable from internal loadKeep client delivery, meetings, admin and non-billable coordination visible instead of folding everything into one number.
Catch the work that keeps expandingUse repeated time and workload patterns to flag projects that need a scope conversation, more capacity or a cleaner handoff.
Client margin watchThis week · 8 active accounts
3 need reviewNorthstar launchStrategy + paid media
82%On trackOrchid rebrandDesign + content
96%Scope watchBeacon growthSEO + reporting
71%On trackSummit retentionLifecycle + creative
89%Review loadSuggested actionMove one design review out of Orchid and confirm the final deliverable list before the next client call.
Client time that stays explainable
Know where the hours gobefore the invoice goes out.
Project tracking is more useful when the client, task and surrounding workday stay connected. Build cleaner billing records without asking the team to reconstruct every hour at the end of the week.
081012141618
StrategyNorthstarInternalNorthstar
CreativeOrchidSummit
GrowthBeaconTeam syncBeacon
Brief approvedLanding page + 3 campaign concepts
BaselineTwo extra formats requestedCreative workload rises before the estimate changes
+6hNew stakeholder joins reviewRevision cycle extends into a second round
+4hScope review readyActual effort and added requests are already documented
Action
Stop invisible scope creep
Catch the extra work whileit is still negotiable.
Agency teams rarely lose margin in one dramatic moment. It disappears through extra review rounds, added formats, small requests and coordination that never make it back into the estimate.
Scope signal10h beyond the original brief
Review Reports
Use the documented work pattern to reset the timeline, adjust capacity or have a clear client conversation before the overrun becomes permanent.
Protect the people clients rely on most
Balance capacity beforeyour best people bottleneck.
Strong agency performers often become the default answer to every urgent request. Use workload and project context to see when one person is absorbing too much client pressure before quality, timelines or retention take the hit.
Recommended moveShift the next Orchid revision to Lena and keep Maya available for the launch decision work only.
Turn delivery data into client-ready proof
Open the client review withevidence already attached.
Use the same daily records to prepare clearer client conversations: what the team worked on, how delivery moved, where scope changed and which next action is already owned.
Agencies FAQ
Run client delivery withcleaner time and workload context.
Keep project effort, team capacity, reporting and manager access connected as client work moves.
How can Worklix help agencies understand client profitability?
Worklix can connect tracked work time, project context and team activity so agency leaders can see where effort is going and spot accounts that are consuming more capacity than expected.
Can agency teams separate billable and non-billable work?
Project and time context can make it easier to review client delivery separately from internal meetings, admin and other non-billable work before reports or invoices are prepared.
How can managers catch scope creep earlier?
Repeated increases in tracked time, review cycles and workload can reveal where a project is expanding beyond the original plan, giving account leads a clearer basis for a scope or capacity conversation.
Can access stay limited by client or team responsibility?
Role and department permissions help keep managers focused on the people and records they own while unrelated accounts and sensitive admin controls remain protected.
One connected product
Run agency delivery withoutlosing margin in the handoffs.
Connect client time, workload, reporting and team context in one workforce platform.