Project management for consultancies
Every benefit is built for consultancies that serve many end clients at once.
Clients submit work in a portal tied to the right project. You stop chasing context in inboxes.
Images, video, wireframes, audio, and notes land on the request — not as a pile of attachments later.
Status, assignee, priority, and due dates live on one board across every client.
Hour estimates and open capacity show what the team can take next week.
Org, client, and project templates push clients toward complete briefs every time.
Clients approve or request changes from In review. No “looks good?” email chain.
Invite admins and members with magic links. Seat limits keep billing clear.
Invite end clients by email. They see their projects — not your other accounts.
Mentions and status changes show up in-app, with email when you configure Resend.
Project intake keys turn inbound email into draft requests when clients will not leave their inbox.
Each capability cuts rework, status chasing, or lost context — not just another screen.
Filter by client, assignee, priority, and search. Saved views keep each PM’s focus.
Why it helps: Your team sees all open work without hopping between tools per account.
TipTap briefs with drag-and-drop media and presigned uploads.
Why it helps: Designers and engineers get the brief and assets in one scroll.
Reusable title, description, priority, and attachment guidance per org, client, or project.
Why it helps: New requests start complete instead of “quick note” scraps.
Own the request, set due dates, and track hour estimates.
Why it helps: Planning meetings use live data, not a side spreadsheet.
@mentions keep discussion on the request with a clear history.
Why it helps: Decisions stay next to the work, not buried in a chat scroll.
End clients track status and act on In review items.
Why it helps: Fewer status pings. Clients know what is waiting on them.
Uploads stay scoped to agency or client membership on that request.
Why it helps: Client A never sees Client B’s files by accident.
Cron-driven summaries for owners and admins.
Why it helps: Leaders get a pulse without opening every board every morning.
Agencies glue Jira, Zoom, email, chat, and drives together. Context leaks at every handoff. RequestFlow keeps the ask, the assets, and the decision in one flow.
The sprawl problem: Context splits across threads. Attachments go missing. Ownership is unclear.
With RequestFlow: Every request is a structured brief with status, owner, and media attached.
The sprawl problem: Clients hate the UI. Agencies retype vague emails into tickets after the fact.
With RequestFlow: Clients submit in a portal built for briefs. Your board is already the delivery view.
The sprawl problem: Decisions live in the call. Next week nobody remembers the ask.
With RequestFlow: Capture the ask as a request during or after the call — with assets beside it.
The sprawl problem: Urgent pings bury priorities. Files expire. Search fails when you need them.
With RequestFlow: Discussion stays threaded on the request. Mentions notify the right people.
The sprawl problem: Folders diverge per client. Version chaos. Wrong file sent to the wrong brand.
With RequestFlow: Media is bound to the request and gated by membership.
The sprawl problem: Capacity and status are manual. Nobody trusts last week’s export.
With RequestFlow: Assignees, estimates, and board filters update as work moves.
Set up your agency workspace. Invite the team. Give clients a portal that produces real briefs.