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Keep every client project organized.

Manage reporting context, integrations, uploads, reports, shared links, and AI-generated work across multiple client accounts.

Client projectsShared linksTeam accessProject memory
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Project memory
Reusable context for this project
□Client backgroundAbout Acme, market, goals
□Brand guidelinesTone, voice, visual direction
□Success metricsKPIs and measurement approach
□Policies & constraintsCompliance, legal, security
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Team access
Who can access this project
JPJamie ParkerOwner
MPMaya PatelEditor
RCRiley ChenViewer
Uploaded inputs
Files and information ingested
□Intake form.pdf
□Creative brief.docx
□Budget overview.xlsx
Client-ready artifacts
Generated from context
□Strategy proposal
□Executive report
□Shareable link
Imported & linked
External content connected
□Research report
□Market data
□Brand assets

Multi-Client Agency Reporting Workspace - Orbits

Manage reporting context, integrations, uploads, reports, shared links, and AI-generated work across multiple client accounts.

Separate every client.

Keep each client project scoped with its own data, memory, assets, reports, and shared links.

Give the team context.

Help teammates pick up the account history without asking for the same background again.

Ship repeatable updates.

Create reports, snapshots, and client-ready artifacts from the same organized workspace.

One workspace for many client relationships.

GoalsAudienceConstraintsVoice

Separate every client.

OOwnerFull accessEEditorCreate artifactsVViewerShared links

Give the team context.

01Imported report02Generated artifact03Shared link

Ship repeatable updates.

From scattered client work to organized delivery.

01Create a project workspace for each client account
02Attach data, uploads, notes, reports, links, and decisions to the right client
03Generate and share work without mixing account context

Scale client reporting without losing context.

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