Workclave for agencies and consultancies

How Workclave fits an agency

Set up

1. 1In setup step 1, choose Agency with multiple clients. After setup, Workclave opens the clients settings page.
2. 2In Settings → Workspace, choose Agency / consultancy and click Save Changes.
3. 3In Settings → Clients & Permissions, create one client for each account.
4. 4Go to Engagements and click Add Engagement for each piece of work. Choose the client.
5. 5Create departments such as Design and Development, and choose HODs.
6. 6Invite your people and assign them to engagements with Assign Members.

Track time

People choose the engagement next to Start session, work, and click Stop session. To switch engagements, they stop and start again. Each session is tied to one engagement.

Review time

Sessions go to a reviewer for approval. In most workspaces this is a workspace admin. See Approve sessions.

Report client hours

• On Reports, Timesheet by engagement shows hours per person per engagement.
• Choose a client to see only that client's engagements, then click Download CSV.
• For retainers, compare the client's approved hours with the hours in the contract.
• Use Hours by project on the dashboard to see where time goes this week.

Tips

• Mark finished engagements as Completed with Change Status.
• Download client timesheets before the month ends.
• Workclave reports hours. Apply your rates outside Workclave.