dpaperwork

For agencies

Run twelve clients like each one is your only one

You run a creative, dev, or consulting shop — retainers and one-off projects going at once, across a dozen clients, and you’re still the account lead on the biggest three. The work is fine. Remembering all of it is the job that never ends.

It’s never the work that slips — it’s the edges

The monthly report you meant to start Thursday. The retainer where nobody logged time this week. The project quietly eating its margin. dpaperwork watches every client’s projects and cycles at once and tells you which edge is fraying before the client does.

It does the legwork. You make the call.

Nothing reaches a client without your yes, and every draft shows what it changed.

1 · Notices

Meridian monthly report — due tomorrow, not started

Spotted by the Monitor, without you looking.
2 · Drafts

Drafted from this month’s completed tasks. Ready for your review.

Grounded in the record’s real history.
3 · You decide

Approve, edit, or skip

ApproveEditSkip
4 · Done

Sent from your own address

Sent

One worklist for retainers and projects both

Delivery merges every in-flight Project and Cycle across every client into a single list, sorted by what’s furthest behind — so the thing about to be late is the thing you see first.

Projects and retainers together

One-off Projects and recurring Cycles in one urgency-sorted list, not separate tabs.

Recurring work runs itself

Retainer Cycles regenerate each billing period with the right task template already loaded.

Reports and proposals, drafted

Monthly client reports and new proposals draft from the account’s real history.

Same week, different ending

You start the monthly report Thursday night, from a blank doc.

It’s drafted from the month’s completed tasks; you review it.

You learn the budget is gone when the invoice is due.

Burn against budget is flagged while there’s still room to talk scope.

A quiet client only surfaces when they complain.

A client with no logged activity in 14 days is flagged first.

What’s doing the work

A cross-company Pipeline shows every open deal, so nothing about a prospective client gets lost in an inbox
Budget/burn on every deal and project — see a job going over margin while you can still do something about it
The Monitor flags a client with no logged activity in 14 days, before the relationship goes cold
Playbooks draft and queue the monthly report the day it’s due, held to draft-only until you approve
Company Knowledge keeps each client’s context and past decisions, so a new hire can pick up an account cold
Built onDeliveryPipelineDocsPlaybooksKnowledge

Less paperwork. More business.

Priya runs her studio’s dozen clients from one worklist now. The reports go out on time and she hasn’t opened a spreadsheet to track it in a month.

Seats open in small batches — join the waitlist and you’ll be first in line when yours is ready.

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