Project and Client Management Built for Agencies
Run multiple client projects simultaneously without losing visibility. Worklay gives agencies the task boards, client management, team tracking, and delivery reporting needed to scale without chaos.
The challenge
The operational challenges every agency knows too well
Juggling 10+ client projects at once
Without a centralized system, priorities shift constantly, deadlines collide, and account managers spend more time firefighting than delivering.
Clients asking for status updates you do not have ready
When delivery is tracked in scattered tools, pulling an accurate project update before a client call takes valuable time.
Team capacity invisible until it is too late
You take on a new retainer without realizing your best designer is already at 120%. Workload visibility prevents overcommitment.
Freelancers and employees in different tools
Agencies with mixed teams — employees plus freelancers — struggle to keep everyone aligned across chat, email, and separate project apps.
How Worklay helps
Built for agencies — ready to use from day one
Client and project management
Client and project management
Connect every client to their projects, services, and deliverables in one organized workspace. Know exactly what is owed to whom — and when — without opening a spreadsheet.
- Client profiles linked to projects and services
- Deliverable tracking per engagement
- Document storage per client
Multi-project task boards
Multi-project task boards
Manage work across all client projects from a single dashboard. Filter by client, assignee, deadline, or status to stay on top of every deliverable without context-switching.
- Cross-project task visibility
- Priority and deadline tracking
- Custom statuses per project workflow
Team capacity and workload
Team capacity and workload
See how your team is distributed across client projects so you can take on new work confidently — or know when to say no. Prevent burnout before it happens.
- Workload view per team member
- Attendance and leave integrated
- Role-based project access
Delivery reporting for clients and leadership
Delivery reporting for clients and leadership
Generate project progress reports that give clients confidence and give leadership the operational visibility they need — without hours of manual compilation.
- Project health dashboards
- Delivery progress by client
- Team utilization reports
Getting started
Up and running in four steps
Most agencies teams are fully operational in Worklay within the first day.
Set up your agency
Add departments, team members, roles, and permissions in minutes.
Add your clients
Create client profiles and connect them to your active projects.
Create project task boards
Set up kanban boards with your delivery workflow for each client project.
Track, report, and deliver
Monitor progress, generate reports, and keep clients informed — automatically.
Run your agency from one workspace.
Connect your clients, projects, and team today. Start free — no credit card required.