SuiteDash for agencies that run on retainers
Approvals, retainers, projects and files in one branded portal, so your team stops chasing clients by email.
Sound familiar?
- Feedback arrives in email, Slack and comments on three different files.
- Retainer clients ask what they are paying for each month.
- Every new client starts with the same kickoff tasks, created by hand.
Five workflows we would build for your agency
Client onboarding
An On-Boarding FLOW for the brief, brand assets, contract and first invoice.
Approvals
Design and content approvals as portal tasks, with reminders when they stall.
Project templates
Reusable projects for websites, campaigns and retainers, with tasks assigned automatically.
Retainer billing
Subscriptions that invoice on schedule, with the month’s work visible in the portal.
Asset delivery
Final files delivered to client folders, not lost in email attachments.
What your clients would see
A sample portal for a made-up design agency. Click the sidebar to look around.
Welcome, Jamie!
- Maple & Co.Website redesign44% completedWorking
- Brightside ClinicsQ4 campaign assets0% completedPending
- Maple & Co.October social content100% completedCompleted
- Tidewater ToursLogo refresh40% completedWorking
- $2,400.00 USD · Maple & Co.INV-2210Open balance: $2,400.00OpenDueNov 1
- $3,800.00 USD · Brightside ClinicsINV-2204Open balance: $3,800.00OpenDueNov 5
- $950.00 USD · Tidewater ToursINV-2196Open balance: $950.00OverdueDueOct 15
Approvals & Requests
- Homepage design approvedMaple & Co.35 min ago
- Change request on logo optionsTidewater Tours3 h ago
- Proposal viewedKettle & OakYesterday
- PSPriya ShahMarketing lead · Maple & Co.Retainer
- TWTom WalshOperations · Brightside ClinicsProject
- ACAna CostaFounder · Tidewater ToursProject
- RMRavi MenonOwner · Kettle & OakProposal sent
- Website redesignMaple & Co. · due Dec 2Working4 of 9 (44%)
- Q4 campaign assetsBrightside Clinics · due Nov 18Pending0 of 6 (0%)
- October social contentMaple & Co. · due Oct 31Completed8 of 8 (100%)
- Logo refreshTidewater Tours · due Nov 12Working2 of 5 (40%)
- Brand guidelinesBrightside Clinics · due Oct 20Completed5 of 5 (100%)
- INV-2210$2,400.00 (USD) · one time · Maple & Co.Open
- INV-2204$3,800.00 (USD) · one time · Brightside ClinicsOpen
- INV-2196$950.00 (USD) · one time · Tidewater ToursOverdue since Oct 15
- INV-2188$2,400.00 (USD) · one time · Maple & Co.Paid
- My Files
- Staff Files
- Company Files
- Contact Files
- Projects
- File Requests
- Documents
- PSPriya ShahNewHero imageLove round 2. Could we try the warmer photo in the hero?Today
- ACAna CostaLogo optionsOption B is the one. Can we see it on dark backgrounds?Oct 30
- TWTom WalshCampaign briefAttached the brief and our audience notes.Oct 29
Automations
- Proposal acceptedCreate project from template, invite client, send deposit invoiceOn
- Approval waiting 3 daysSend reminder to clientOn
- Retainer renewalInvoice on the 1st, open this month’s projectOn
- Project completeSend feedback requestOn
Welcome, Priya!
Review work, approve designs and download files.
- Due Dec 2Website redesign44% completedWorking
- Due Oct 31October social content100% completedCompleted
Showing 2 results
- $2,400.00 USDINV-2210OpenDueNov 1
- $2,400.00 USDINV-2188PaidDueOct 1
Showing 2 results
My projects
- Website redesignDue Dec 2Working4 of 9 (44%)
- October social contentDue Oct 31Completed8 of 8 (100%)
Billing
- INV-2210$2,400.00 (USD) · due Nov 1Open
- INV-2188$2,400.00 (USD) · due Oct 1Paid
- My Files
- Shared with Maple & Co.
- File Requests
- Documents
Messages with Northlight
Jamie ColeThanks, we have what we need for now. We’ll update you here as soon as there’s news.
Priya ShahLove round 2. Could we try the warmer photo in the hero?
A sample portal for a made-up design agency, laid out like a real SuiteDash build. Switch between the owner’s dashboard and the client’s portal, and click the sidebar to look around.
Agencies: common questions
What should an agency client portal show?
What needs the client’s attention, what you have delivered, and where the project stands. Approvals should be one click, and the current retainer period should be clear.
Keep internal work, like task lists and time logs, on the staff side unless the client asks to see it.
Can SuiteDash handle agency retainers?
Yes. Retainers work as subscriptions that invoice automatically, paired with a recurring project for the month’s work. Clients see both in the portal, which answers the “what am I paying for” question before it is asked.
Can clients approve work in SuiteDash?
Yes. We set approvals up as portal tasks with the file or link attached, so clients approve or comment in one place. Reminders go out automatically when an approval stalls, and the project moves on as soon as the client signs off.
Can we white label SuiteDash for our agency?
Yes. Your portal can run on your own domain with your logo, colors, login page and branded emails, so clients experience it as part of your agency. We set this up and test it as part of every build.
Does SuiteDash replace our project management tool?
For many agencies, yes. SuiteDash has projects, tasks, templates and time tracking. If your team relies on a specialist tool for production work, we can connect it instead, and keep SuiteDash as the client-facing layer.
Which SuiteDash plan does an agency need?
It depends on what you automate. Pipelines and proposals need at least the Thrive plan, and FLOWs onboarding and the full automation toolkit need Pinnacle. We look at your processes and recommend the plan that covers them, without paying for what you won’t use.
SuiteDash services behind every industry setup
Also set up for: medical & radiology practices, coaches & consultants, accountants & bookkeepers, law firms, it & msps, wellness practices.
Let’s set up SuiteDash for your agency
30 minutes. No obligation. You’ll leave with a plan.