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For agencies and freelancers

Run every client like it's your only one

Clients, work, contracts and money in one place, instead of ten tools taped together.

No credit card · Your own isolated workspace in seconds

Northwind StudioRetainer
October hours32 of 40 h

80% used on day 18. On pace to run over by the 24th.

  • Homepage copy, round 2Fri · at risk
  • Brand guidelines PDF28 Oct
  • Q4 statement of workSigned
Example client workspace, sample data

The problem

Seven tools. Seven places for a promise to get lost.

Each tool does its job. The trouble is in the gaps between them: the promise that stayed in a chat thread, the hours nobody invoiced, the contract nobody could find on the day it mattered.

  1. Project toolholds the tasks
  2. Shared driveholds the files
  3. Wikiholds the process
  4. E-sign toolholds the contracts
  5. Client portalholds the client
  6. Spreadsheetholds the hours and the money
  7. Chatholds the promises, until they die there

Clients & projects

Every contractor can see every client.

Each client gets its own workspace with its projects, files and people. Staff reach only the clients you assign them to.

A contractor on one account never sees your other clients, or what they pay you.

Who sees which client
  • Priya NairDesignerNorthwind Studio
  • Tom BeckerContractorHarbor & Pine
  • Ana RuizAccount leadNorthwind, Kestrel Labs
Sample data

Work

The promise made on a call lives in someone's head.

Tasks, sprints and deadlines, plus commitments: what you told a client you would deliver, with a date, tracked until it ships.

“I'll send it Friday” becomes a commitment with an owner, and it shows up as at risk before Friday.

Commitments · this week
  • Homepage copy, round 2Northwind · promised on the kickoff callFri · at risk
  • App store screenshotsKestrel Labs · AnaThu
  • Monthly SEO reportOakline Dental · TomSent
Sample data

Money

You find out a retainer is blown after it's blown.

Budgets and retainer burn per client, work logs that turn into invoices, and spend in one view.

See a 40-hour retainer at 32 hours on day 18, while there's still time to have the conversation.

Retainers · day 18 of 31
  • Northwind Studio32 of 40 h
  • Harbor & Pine18 of 20 h
  • Kestrel Labs11 of 30 h
Sample data

Docs & contracts

The contract is in one tab, the brief in another.

Documents, a real-time wiki and contract signing in the same workspace as the work they describe.

Signers confirm a one-time code by email, and every view and signature lands in the contract's audit trail.

Q4 statement of workSigned
  1. Sent to Dana Wells14 Oct, 09:12
  2. Opened14 Oct, 10:47
  3. Email code confirmed14 Oct, 10:51
  4. Signed14 Oct, 10:52
Sample data

A second brain for your business

How your agency actually runs is in nobody's notes.

RoWA, the built-in assistant, learns your patterns overnight: cycle times, billable ratio, what slips. The longer you use ROWANe, the better its answers fit your agency.

It learns from what your team does, never from what someone pastes into a chat. An owner can switch it off.

What RoWA has learned
  • Design tasks take 3.2 days on average, about a day longer than estimated
  • 71% of logged time is billable, lowest on Harbor & Pine
  • Work started on Fridays carries over into the next sprint most often
Sample data

Client portal

What your client sees

Each client gets a portal with their projects, the documents you share, contracts to sign and a place to send requests. They stop asking for status by email, and you stop answering from memory.

Portal users don't take up a team seat.

  • Projects and where they stand
  • Shared documents and files
  • Contracts to review and sign
  • Requests, approvals and answers

AI that knows your agency

Ask about your agency. Get an answer from your own data.

Ask RoWA inside ROWANe, or connect Claude, Cursor or any MCP client. It answers from your clients, budgets and commitments, with exactly the access the person asking already has.

How the MCP connection works

Which retainers will run over this month?

Two are on pace to run over:

  • Northwind Studio: 32 of 40 h used on day 18, over by about the 24th.
  • Harbor & Pine: 18 of 20 h used, one open task estimated at 4 h.
Example answer, sample data

Safe by default

Built to hold client data correctly

Your own workspace
Every record belongs to one organization, and every query is filtered by it.
2FA for admins, always
Owners and admins must turn on two-factor before they can open the workspace.
Revoke means revoked
End a session and it stops working on the very next request, not when a token expires.
A trail for every signature
Signed contracts keep who opened them, when, and the code that confirmed it.

Pricing

Start free, upgrade when the work does

  • Free$0
  • Essential$69 / month
  • Advanced$149 / month
  • Pro$349 / month
Compare plans

Questions

What does ROWANe replace?

The project tool, the shared drive, the wiki, the e-sign tool, the client portal and the spreadsheet that tracks hours. Clients, work, documents, contracts and money live in one workspace under one login.

Who is it for?

Agencies of roughly 2 to 30 people (studios, dev shops, marketing and content teams, consultancies) and freelancers running client work on their own. There are plans for both.

How does access work for staff and clients?

Staff see only the clients they are assigned to. Clients see only their own portal. Remove someone and their access ends on their next request.

Does the assistant learn from our chats?

No. RoWA learns from activity, like how long work takes and how much of it is billable. It never forms beliefs about your agency from conversation text. An owner can turn the learning off in settings.

Is there a free plan?

Yes, and it needs no card. Paid plans are billed monthly or yearly in USD or EUR.

Put your next client in one place

Start free