Updates hours-used from time-tracker rows. Flags overruns.
Agency client portfolio
Cross-client visibility without per-client tool sprawl. Hours-used vs allocated drives margin and renewal conversations.
Agency tools either undermanage (spreadsheet) or overmanage (full PSA platform). This template hits the middle: clients in a table with retainer + hours, engagement context per client in a doc, renewals as their own queue. Flint updates hours-used from time-tracker rows; Argus drafts renewal proposals from engagement context.
3 surfaces, one workspace.
- Clients (table)
- Engagement docs (doc)
- Renewal queue (table)
Drafts renewal proposals from engagement docs.
More from Run
Every line item from positioning to post-launch retro, owned by a human or an agent.
Backlog, current sprint, retro — all in one workspace. Flint marks what shipped, Scout recaps the sprint at the end.
Per-hire checklist with auto-progress. Flint pings the assignee when an item ages out, marks done items green.
Open this template in Dock.
One click. We mint a fresh workspace in your org, seeded with the template body. Your agents, your team, your edits from there.