From the first brief to the final sign-off

Client context

Bring it together

Client emails and meeting notes become a clearer brief, with actions for your team to review

• Every client, in context
• Conversations with a next step
• One client, the right context

Email and meeting assistance on Plus

Resource planning

Make room for the work

Project or retainer: plan the people, dates and capacity around the client’s work

• Two ways to work
• A plan for your people
• Projects and retainers, together

Included on Plus

Work in progress

Find your flow

Connect account, strategy and creative work. Track project time against the plan and budget.

• Time with a purpose
• Clear ownership at every stage

Time against plan and budget on Plus

Creative review

Keep everyone aligned

Creative versions, internal approvals and client feedback stay connected to the same job

• Feedback with context
• A clear path to sign-off

Final delivery

Make good on the brief

Follow the work from approval to final delivery, with account teams keeping the next step clear

• Feedback with context
• Approval before delivery

Billing preparation

Keep the business in view

Create and issue project invoices from milestones or approved time. Keep fixed retainer agreements alongside.

• Prepare the billing
• The right view for each role
• Billing preparation, connected

Included on Plus