Agency panel

All your client work in one panel

Client records, briefs, proposals, contracts, files, notes and team permissions come together in the single workspace where the agency runs its day-to-day.

(co)wwwork

The problem

When work scatters across six tools, managing it gets hard

When the client list is in a spreadsheet, proposals in a folder, contracts in email and files in a chat app, the agency has to keep re-remembering where each client stands.

  1. (01)Seeing a client’s history means checking several tools.
  2. (02)What team members can access becomes unclear.
  3. (03)Proposal, contract and file states aren’t visible in one place.
  4. (04)A new team member adapts to the workflow slowly.

The Cowwwork approach

The agency’s workspace: one panel, clear access

The Cowwwork panel brings clients, projects, the brief–proposal–contract–file flow, notes and team permissions together. Staff are separate login accounts and see only the modules opened to them; each client’s timeline and global search are reachable from one panel.

How it works

How the panel is used day to day

  1. (01)

    Add the client

    Create the new client record; contact, company and status details stay on one card, tracked through kanban stages.

  2. (02)

    Start the work

    From the same panel, send a brief, prepare a proposal, create a contract and open a file request.

  3. (03)

    Grant team access

    Invite staff and grant permission per module; open sensitive rights like seeing prices separately.

  4. (04)

    Follow the status

    Track the current state with the client timeline, notes, notifications and dashboard metrics.

Key benefits

One management hub instead of scattered tools

(01)

One client record

Brief, proposal, contract, files, notes and timeline come together on the same client detail page.

(02)

Granular permissions

Staff get permission per module — clients, briefs, proposals, contracts and images; proposal prices are hidden by permission.

(03)

A visible process

Global search, kanban stages and the timeline make it fast to see where each client stands.

Features that work together

The rest of the client workflow

Client portal

Client briefs

Proposals

Contracts

Files & feedback

FAQ

The owner who signs in with the agency account and authorized staff; each staff member is a separate login account and sees only the modules opened to them.

Yes. You define permission per module — clients, briefs, proposals, contracts and images — and open sensitive rights like seeing prices separately.

Yes. The client detail page brings brief, proposal, contract, files, notes and timeline together in one record.

Yes. The panel is the agency’s own workspace; the client portal is a separate space where an invited client sees only their own work.

Yes. On the free plan the monthly proposals and contracts and the number of staff are limited; Pro removes these limits and unlocks the AI brief summary.

(co)wwwork

Run the agency’s work from one panel

Bring clients, briefs, proposals, contracts and files together in the same workspace.

Start for free