Agency delivery management built around client billing and project governance.
Manage every client engagement end-to-end — from sprint planning and time tracking to rate-card billing and client portals — without juggling five separate tools.
Client Portal
Nexus Corp · Client view
Platform Rewrite Q1
CON-2024-018 · Bucket-Based
Sprint 12
Current
14
Open Tickets
2
SLA Risk
Recent Invoices
Last 30 daysINV-2026-0041
Due Mar 31
INV-2026-0038
Paid Mar 5
Internal notes, rate cards, SLA calculation logic, and team capacity data are never visible here
Delivery complexity that generic tools were never built for.
Agencies juggle multiple clients, contract types, and billing models simultaneously. Spreadsheets and disconnected tools create billing gaps, visibility black holes, and missed scope.
Billable hours fall through the cracks
Time logged in one tool, invoiced in another — discrepancies erode margin on every engagement.
Clients lack real-time visibility
Clients chase updates via email while your team is already two sprints ahead. Miscommunication delays approvals.
Mixed contract types per client
Fixed-price projects, hourly retainers, and bucket-based support all billed differently — impossible to track in one spreadsheet.
No audit trail for scope changes
Scope creep goes unbilled because there is no formal change request system tied to the project hierarchy.
Team capacity is always a guess
Workloads are invisible until someone burns out or a deadline is missed. No early-warning system exists.
Invoicing lags delivery by weeks
Manual invoice preparation from scattered time logs delays cash flow and creates month-end bottlenecks.
Every client project tied to the right contract and billing model.
Effigate links every project to a contract — Fixed Price, Hourly, Bucket-Based, or Scope-Based. Rate cards are frozen at activation so your billing is always accurate and auditable.
- Four contract types covering every agency engagement model
- Rate cards frozen at contract activation — no retroactive billing disputes
- Bucket-Based contracts track pre-sold hours with live remaining balance
- Contract lifecycle: Contract → Project → Deliverables → Retrospective → Invoicing → Payment
- Scope change requests tie directly back to project epics and user stories
CON-2024-018 · Nexus Corp
Active · Started Jan 2026
This Month
$4,240
vs $3,890 last month
Outstanding
$4,240
INV-2024-031
Deliverables
A private workspace for each client — without exposing internal operations.
Every task, comment, and attachment carries a visibility flag. Clients log in to their dedicated portal and see exactly what you choose to share — sprint progress, deliverables, and approved invoices.
- Granular visibility controls: Client Visible vs Internal Only per item
- Clients can view tasks, approve deliverables, and download invoices
- Client Admin and Client Employee roles with restricted access
- Portal is isolated per client — no cross-client data leakage
- Branded experience aligned with your agency identity
Client Portal
Nexus Corp · Client view
Platform Rewrite Q1
CON-2024-018 · Bucket-Based
Sprint 12
Current
14
Open Tickets
2
SLA Risk
Recent Invoices
Last 30 daysINV-2026-0041
Due Mar 31
INV-2026-0038
Paid Mar 5
Internal notes, rate cards, SLA calculation logic, and team capacity data are never visible here
Everything an agency needs to deliver and bill client work.
Project hierarchy
Project → Epic → User Story → Task → Subtask. Full visibility into every level of work across all client engagements.
Time tracking & billing
Billable and non-billable time logs per task. Lock periods prevent retroactive edits. Invoices generated directly from approved logs.
Sprint boards
Run agile sprints across client projects with backlog management, sprint boards, and velocity tracking.
Workload management
Visualise team capacity across all active projects. Spot over-allocation before it becomes a missed deadline.
Invoice generation
Generate line-itemised invoices from time logs with applied rate cards. Issue, track payment status, and maintain immutable invoice records.
Project financial reports
Revenue realisation, margin tracking, and executive summaries — per project and across the portfolio.
From client kick-off to paid invoice — one connected flow.
Effigate structures every engagement along a proven delivery lifecycle so nothing slips between steps.
-
1Step 01
Activate a contract
Define contract type, attach rate cards, and lock billing terms. Scope-Based or Bucket-Based — Effigate handles both.
-
2Step 02
Spin up the project
Create the project under the contract. Build your epic and user story hierarchy, then load the backlog.
-
3Step 03
Plan and execute sprints
Run sprint planning with poker estimation. Assign tasks, track progress on the sprint board, manage team workloads.
-
4Step 04
Log and approve time
Team logs time against tasks. Managers review and approve before the lock period closes. Billable hours are confirmed.
-
5Step 05
Generate and issue invoice
Pull approved time logs into a rate-card invoice. Review, issue to the client portal, and track payment — all in Effigate.
Questions from agency teams
Effigate supports Bucket-Based contracts where you pre-sell a block of hours (e.g. 50h, 100h) across configurable job type categories. Time logs are deducted from the bucket automatically, and you can generate invoices directly from those approved logs.
Yes. Every task, comment, and attachment in Effigate carries a visibility flag — Client Visible or Internal Only. Your clients access a dedicated portal that only surfaces what you explicitly share.
Effigate is built for multi-client operations. Each client has their own isolated portal and you manage all accounts from a single agency workspace with full role-based access control.
Every time log is attached to a task or ticket and flagged as billable or non-billable. At invoice time, Effigate pulls all approved, unlocked time logs for the billing period, applies your rate card, and generates a line-itemised invoice ready to issue.
Yes. Effigate includes sprint boards, backlog management, poker planning for estimation, and workload views. You can run structured Scrum-style sprints while keeping client-facing progress visible through the portal.
Ready to tighten your agency's delivery and billing?
Join agencies that use Effigate to ship client projects on time, bill accurately, and give clients the transparency they expect.