A workspace for agencies that run many clients at once

The agency problem: many clients, one scattered team

An agency is a business that sells the same people's time to many clients in parallel. On a normal Tuesday one designer might touch four accounts, a producer might chase three approvals, and an account lead might answer questions from six inboxes. The work is not hard to do. What is hard is keeping every client's context in one place.

Most agencies end up with a chat tool for the team, email for clients, a task tool for the producer, a shared drive for files and a spreadsheet for hours. Each tool holds part of the story. When a client asks "where are we?", someone has to rebuild the answer from five places. That is the pattern described in how agencies manage client projects, and it is the gap Emitii is built for.

One space per client

In Emitii the unit of work is the space. An agency usually creates one space per client, or one per large engagement when a client runs several unrelated jobs. Each space has its own tabs:

• Tasks for to-do lists such as "Onboarding", "Monthly deliverables" or "Open questions".
• Board for work that moves through stages, like briefs moving from "Brief" to "In production" to "Client review" to "Done".
• Docs & Files for briefs, contracts, brand assets and delivered files, with version history on uploads.
• Schedule for kick-offs, review calls, shoot days and deadlines.
• Pulse for the team's running chat about that client.
• Posts for longer updates, such as a weekly status note.
• Timesheet for hours logged against the client's cards and to-dos.

Choosing the space type

When you create a space you pick a type, which only decides which tabs start switched on. Client turns on Tasks, Schedule, Posts and Activity, which suits a retainer where the work is a steady list. Project adds Board and Timesheet, which suits a defined job with stages and tracked hours. You can switch modules on or off later, and Docs & Files is turned on per space. The agency template shows a suggested setup you can copy by hand.

Bringing clients in as guests

An admin invites client contacts as guests from Admin Console > Guests, and they are added to the client's space. Everything in the space stays internal until a member shares it: each card, doc, post or event is marked "Guest" or "Internal", and cards follow their column while docs follow their folder. The space's Guest access tab sets each section to shared items or everything, view or edit, so a client can read Posts and comment on a draft in Docs & Files while the Timesheet stays hidden, or shows only their own hours. The details are on the guest access feature page.

The client talks with your team in Guest Pulse, while the team keeps its own Pulse for internal discussion. When someone asks @emitii in Guest Pulse, Emit only uses what guests can see, so it never quotes internal work.

Because comments work the same way on cards, to-dos, events, posts and docs, a client's "can we change the headline?" lands on the exact item it refers to.

Keeping the team's week visible

Account leads and producers need a view across clients. Home shows what needs you, what is overdue and what is coming up across every space you are in. My calendar collects events from all your spaces plus the cards and to-dos assigned to you. Pinning up to five spaces keeps the busiest accounts at the top.

For hours, each person logs time in quarter hours and marks it billable or non-billable, then submits the week for approval. The CSV export gives your finance process clean numbers. The time tracking and billing use case explains how agencies bill from the export.

Emit, the space AI

When an organisation has AI switched on, each space can use Emit, which knows only that space. An account lead can ask "Catch me up on this space" before a client call, or ask Emit to draft a status post from the board. Every change it proposes waits for Approve or Reject. Files it produces, such as a PDF status report, are saved into Docs & Files, not pasted into chat.

Travel and other service agencies

The same shape works beyond creative work. A travel agency can run one space per trip or group, with the itinerary in Docs & Files, vendor threads in Pulse, departure and permit dates in Schedule, and a checklist of documents in Tasks. Staffing, PR and recruitment agencies follow the same one-space-per-client pattern.

Try it before you commit

Emitii has live demo workspaces for a marketing agency, a design studio and a travel agency. They open without signing in and your changes stay in your browser. Open the industry demos to see a client space already filled in, or request access for your own workspace.