Project management for agencies and their clients
A branded portal for every client, approvals they give from an email link, and billable time that turns into an invoice. Your team pays per member; client contacts are free and unlimited.
From kickoff to the invoice, without a second tool
- 1
Create a board per client
Start each client from the Project tasks template and rename the groups to your phases: Discovery, Design, Build, Launch. Boards can sit in folders, one per account lead or per service line.
- 2
Open a client portal
On the Clients page, give the client a portal with their logo and colour, pick the boards and groups they should see, and add their contacts. They sign in with a link from their email. Contacts are free and unlimited.
- 3
Ask for sign-off on deliverables
Request approval on the item, attach the files and add the client as a reviewer by email. They approve or request changes from the link or from their portal, and an automation can move the item when they decide.
- 4
Track the time and bill it
The team runs timers on items or fills in a weekly timesheet. Set rates per person or board and a budget per client board. At month end, turn the billable hours into an invoice and print it to PDF.
What agencies lean on most
Client portal
A branded page per client with status, dates, files and team updates for the work you choose. Clients comment and send requests. No seat, no charge, no limit on contacts.
Learn moreApprovals with outside reviewers
Sequential or parallel steps, any or all rules. Clients decide from an emailed link without an account; every decision is recorded with time, IP address and browser.
Learn moreTimers and timesheets
A timer on every item, the running one in the top bar, manual entries with a billable flag, and a weekly timesheet per person.
Learn moreRates, budgets and margin
Hourly and cost rates by workspace, board, person or person on a board, with start dates. Budgets in hours or money, total or monthly, with alerts. Reports show profit and margin.
Learn moreInvoices from tracked time
Pick the boards and dates, group lines by item or person, add tax and notes. Issuing locks the hours on it. Print to PDF from the browser.
Learn moreInternal updates
Mark an update internal and it stays with the team: never shown to guests, never shown in the client portal.
Learn moreRequests that become items
Portal requests land as items in the board and group you choose; public forms add items to a board's first group. Either way, intake is items on a board.
Learn moreAutomations without run caps
Six triggers, including When an approval is decided, and seven actions. No monthly limit on how often rules run.
Learn moreBoards with six views
Table for the team, Gantt for the plan, Kanban for the day to day, Calendar for deadlines, with subitems shown on Calendar and Gantt.
Learn moreStart from the Project tasks template
Groups for To do, In progress, In review and Done, with Timeline, Progress, Notes and Files columns. Rename the groups to your phases and you have a client board ready for a portal.
Questions agencies ask
Do clients need a paid seat?
No. Client portal contacts are not workspace members and are not billed. Portals and contacts are on every plan, including Free, with no limit on the number of contacts.
Can a client see only their own work?
Yes. A portal shows only the boards you add to it, and either every item on them or only the groups you pick. Archived items, subitems and internal updates are never shown, and comments from one client's portal stay out of every other portal.
How do clients approve deliverables?
Request an approval on the item and add the client's email as a reviewer. They get a link to a page with your note and the files, and choose Approve or Request changes. If they are also a portal contact, the approval appears in their portal too. A new version supersedes old links.
Can we bill clients from TallyWeek?
You can track billable time, price it with rates, and create invoices from it with tax and notes. Issued invoices lock their hours. Each invoice prints to PDF from the browser; TallyWeek does not email invoices or collect payment.
Should a client be a guest or a portal contact?
Use a portal contact when the client should follow progress, comment, approve and send requests from a simple branded page. Use a guest, on Pro, when the client works inside a board alongside your team with a board role such as Editor.
Which plan does an agency need?
The Free plan covers up to 3 members with the client portal, approvals, time tracking and invoices included. Pro, at $8 per member per month or $6 billed yearly, adds unlimited members, guests, private boards, the permissions matrix and API access. You pay per team member, from one seat; clients are free.
The same boards, for other teams
Software teams
Bug tracking and planning for software teams
Marketing teams
Content calendar for marketing teams
Operations
Request intake and checklists for operations
Small business
Simple CRM and task tracking for small business
Not sure which fits? Look at how boards work or compare TallyWeek with other tools.
Start a free workspace for your team.
14 days of Pro with no card, then Free for up to 3 members with every view and every automation.