Teams | Collaboration | Customer Service | Project Management

I've seen this advice recycled for years, and it rarely fixes the real continuity problem. If you search how to retain agency clients, you get the same playlist: be proactive, run a quarterly business review, send a note, report ROI. Useful. Incomplete. The longest-held accounts I worked on shared one trait: clients rarely had to re-explain the brief, rarely felt the story reset when people changed, and rarely got surprised by the commercial story late in the year.

Whatever you need to know is already in Teamwork.com: resourcing, budgets, task status, all of it live. The only question is how many clicks stand between you and it. Ask AI removes them: ask what you'd ask a colleague, typed or said out loud, and get the answer straight from your own data.

Most PSA shortlists die the same way a bad SOW dies: on a single line that looked precise and wasn't.

Margin control is not a finance vocabulary quiz. In professional services, it is the operating system that decides whether a client project still pays for itself while your team is still delivering it. I spent years on the delivery side of agencies watching "healthy" projects quietly bleed. The decks looked fine, the status calls sounded fine, and then finance closed the month and the delivery margin was gone.

Most PSA projects get sold as a software install and fail as an operating-model change. The license is the easy part. The hard part is whether utilization, rate cards, and project margin still disagree with each other after go-live — quietly, for weeks, while leadership plans as if the numbers are real. That is what PSA implementation has to solve. You are not swapping task boards.

There's a specific kind of dread that hits when two senior consultants are double-booked on different client programs and nobody noticed until the standup. The board looked green. The utilization report looked "fine." The week was already lost. I work at Teamwork.com now, and before that I spent nine years running client delivery at agencies.

Most “agency software” lists still rank task boards. Billable agencies need something different: a system that keeps multi-client delivery, capacity, and commercial truth on the same page while the work is still moving. I work at Teamwork.com. Earlier I ran delivery on the agency side — concurrent accounts, retainers that looked fine in the pitch deck, and resourcing grids that went stale by lunch.

You can now choose a simpler time logging interface for your team, so people log more time and log it more accurately. Admins decide which fields their team fills in and which get calculated automatically. Less friction on the timesheet means better data feeding your budgets, margins and forecasts. Anyone who's chased a team for missing time entries knows the real problem. It's rarely that people don't want to log their hours.

Summer delivered. A completely refreshed Task Details, a rebuilt Budgets page, formula-driven Custom Items, a customizable Home dashboards page and deeper financial reporting all shipped this season, alongside a long run of automation, integration and quality-of-life upgrades. Read on for what landed. And one thing you can try early.

We've added a batch of new columns to custom reports and the profitability report, so you can see revenue, cost targets and effective rates without exporting data or building formulas yourself. If you run delivery or finance for a services team, these are the numbers you check most, now sitting right where you report. This is part of our ongoing work on financial reporting. Less digging, more answers you can trust.