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Agency project management software
Run agency projects from brief to client approval.
Coordinate multiple client projects with one repeatable delivery record: an agreed brief, owned work, a review packet and a documented decision. Use specialist software when you need automated capacity, retainer or profitability controls.
Free for up to 5 people. No credit card required.
A four-step agency delivery record.
Use the same minimum information across every client project, then test it on one live delivery before expanding.
Define the brief and the change rule.
Record the outcome, deliverables, approver, due date and what counts as out of scope. Link each delivery task to that agreed brief.
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Change coverQ3 launch brief
Positioning
One workspace instead of five subscriptions. Every claim on the page has to point at something in the product.
Lead with the stack replacement, not the feature list
Review commitments across clients.
Use consistent client and project names, then review owners and dates together each week. Task counts are not capacity: check leave, estimates and other commitments separately.
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SC
JPSend one review packet.
Identify the version, the decision required, the named approver and the review date. Keep supporting files with the delivery task so feedback refers to the same material.
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Record the decision and its effect.
Capture approved, changes needed or deferred, plus the next owner and date. If scope changes, update the brief and affected tasks together.
Explore the featureHow customers use Edworking
Customer’s original words
I am an advanced user of tools like Discord, Slack, Monday.com, and Jira, and I often have to context-switch between these tools to get the full picture. Now, we manage client projects, communicate in real-time, and track deliverables all within one intuitive interface.It is snappy, organized, clear, and works well. All of our work: tasks, files, documents, chat, meetings, etc, can happen here. Our org is adopting Edworking after literally years of trying everything else. Powerful but not bloated.Cris E.
Read the customer storyStart with one real project.
Try a complete working cycle before moving everything.
Choose the work
Pick one active project or process and add the context in a shared doc.
Make the next step clear
Create a task with an owner, a due date and the material needed to start.
Put it into practice
Complete a real task. If you work with a team, invite a teammate to leave an update.
Free for up to 5 people. No credit card required.
Frequently Asked Questions
At minimum, it should connect the client brief, delivery owner, dates, supporting files, review decision and next action. Agencies that bill time or retainers may also need verified capacity, time, rate and profitability controls in a specialist system.
Use a consistent space and task naming rule, keep each brief with its deliverables and run one weekly cross-client review. Check estimates, leave and other commitments before promising a date; the number of assigned tasks is not a capacity calculation.
Send one review packet with a clear version, decision question, approver and due date. Record approved, changes needed or deferred on the task, then assign the follow-up and update any changed date.
Use one live project from brief through one client review. The pilot passes when a teammate can find the agreed scope, identify the next owner, send the correct version and explain the latest decision without reconstructing email or chat history.