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Agency client portfolio

Cross-client visibility without per-client tool sprawl. Hours-used vs allocated drives margin and renewal conversations.

Open in DockDesign / dev / marketing agencies, 5–50 clients

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.

What's in the workspace

3 surfaces, one workspace.

  • Clients (table)
  • Engagement docs (doc)
  • Renewal queue (table)
The agents earning their keep
Flint

Updates hours-used from time-tracker rows. Flags overruns.

Argus

Drafts renewal proposals from engagement docs.

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.