Agencies & client work

Client work, organised and billable.

Take requests through a form, track time against every task, and prove the value with budget and time reports — one workspace for delivery and billing.

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Take requests

Branded intake forms drop straight into the right project.

Track time

Log hours against tasks, then approve them by the week.

Prove the value

Budget and time reports show spend against plan, per client.

Intake & delivery

Requests in, triaged into projects

Share a form per client or service; every submission becomes a task in the right project, ready to schedule.

  • Intake forms that create tasks automatically
  • Shareable roadmaps clients can follow
  • Guest access so clients see just their work
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Intake forms that create tasks in a project.
Time & approvals

Log time, approve, invoice

Track hours against tasks and roll them into a weekly timesheet with an approval step — ready to bill.

  • Timesheets — logged hours per person and task
  • Approval workflow before hours are billed
  • Estimate vs actual on every task
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A weekly timesheet with per-person hours and approvals.
Budget & reporting

Spend against plan, per client

Set day, hourly or fixed rates per client, then generate a budget or time-and-effort report in a click.

  • Client records with configurable rates
  • Budget & resourcing report from logged hours × rates
  • Export to PDF for the client review
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The Reports page with budget and time templates.
Agencies & client work

Everything an agency needs

Delivery and billing, without a second system.

Client recordsContacts, projects and billable value.
Timesheets & approvalsLog, approve and bill by the week.
Intake formsBranded requests into the backlog.
Budget & time reportsSpend against plan, per client.
Shareable roadmapsGive clients a view they can follow.
Guest accessClients see only their own work.
PDF exportClient-ready reports in a click.
Goals per clientTrack outcomes, not just tasks.
Works with the rest of Vantra

Pairs with

Every solution runs on the same platform — pick up any of these next.

Dashboards & reporting

Budget, time and status reports, ready for the client.

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Docs & collaboration

Briefs, forms and shareable roadmaps in one place.

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Work views

Plan delivery on a board, calendar or Gantt.

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Run client work the profitable way.

Intake, delivery, time and billing in one workspace — so every hour is tracked and every client can see the plan.

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Vantra Projects