Pillar 01

Delivery

Every job visible, every owner obvious.

The day-to-day of running client work: what needs doing, who is doing it, and whether it is on time. No status meetings required.

  • WorkboardWho is working on what, right now.
  • Pod BoardA project manager’s daily driver.
  • ProjectsBrief, tasks, files and the client thread in one place.
  • Pod routing engineNew clients land with the right team automatically.
  • MeetingsVideo calls with AI notes built in.
  • ChatTransparent team communication.
Explore delivery
app.clientflow.os / workboardLive

Tasks today

48

Completed

17

In progress

12

Pod Aurora

4 of 8 shown

  • EP

    Elena Petrova · Content Writer

    Working

    Ad creative copy

  • ML

    Marcus Lee · Designer

    Working

    Landing page build

  • TW

    Tom Whitfield · Project Manager

    Working

    Kick-off: Harbour Dental

  • HB

    Hannah Brooks · SEO Specialist

    Working

    Technical audit

Routing engine · watching for new clients

New client routedHarbour Dental → Pod Aurora · best capacity82/100

Pillar 02

Clients

Give clients a window, not a monthly PDF.

Everything that faces the client: how they see progress, how work reaches them, and how enquiries turn into revenue.

  • Client portalA branded home your clients actually log into.
  • Client intakeOne form becomes a structured brief.
  • ResultsThe numbers clients care about, live.
  • Content calendarsA month of content from three fields.
  • LeadsEnquiry → customer → actual revenue.
  • Follow-upsAutomated sequences that chase for you.
Explore clients
app.clientflow.os / clients / harbour-dentalLive
HD

Harbour Dental

Pod Aurora · SEO + Paid Ads · portal viewed 2 min ago

Activity

  • Harbour Dental submitted the intake formClient intakenow
  • Follow-up sent to Stonebridge PropertySequences4m
  • Invoice INV-0142 paid — £1,850.00Finance8m
  • May content calendar approved by the clientContent calendars12m

Pillar 03

Intelligence

Find out before the client does.

The layer that watches your accounts and your team, and tells you what needs attention — the difference between reacting and being ahead.

  • Client health scoreSpot churn weeks before it happens.
  • Growth RadarUpsell opportunities, surfaced for you.
  • Ad GuardianCatch wasted ad spend early.
  • Competitor WatchWeekly monitoring, sent to the client.
  • ReviewsReply to every review, properly.
  • AI VisibilityHow clients show up in AI answers.
  • Team intelligenceProtect the people doing the work.
Explore intelligence
app.clientflow.os / intelligence / healthLive

Client health · Meridian Law

86

Healthy ↑

Growth Radar

Signals this morning

  • Meridian Law — no portal login in 19 days
  • Team — Designer back under 5 tasks today
  • Reviews — 2★ Google review needs a reply

Pillar 04

Business

Run the agency, not just the work.

Reporting, money and control — the parts that decide whether the agency is actually healthy.

  • ReportsAI-written client reports, every Friday.
  • FinanceInvoices, chasing and cashflow.
  • Director dashboardThe whole agency in one screen.
  • Pods & peopleStructure that matches how you work.
  • Roles & permissionsDecide exactly who sees what.
  • Your own workspaceYour data is yours alone.
Explore business
app.clientflow.os / financeLive

Collected this month

£9,800

+11% on August
£18.2k
Apr
£21.4k
May
£19.8k
Jun
£24.6k
Jul
£26.1k
Aug
£22.4k
Sep
  • INV-0139Aldermoor Accountancy£2,400Sent
  • INV-0140Copperleaf Interiors£1,150Sent
  • INV-0141Meridian Law£3,200Sent

How it adds up

  1. Delivery
  2. Clients
  3. Intelligence
  4. Business
  5. A calmer agency

See it with your own clients in it.

Fourteen days free, no card. Set up your pods and import your clients in about ten minutes. The people and numbers above are a demo agency — yours will look better.