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Created for agencies, by agencies

Run your whole agency from one place.

Wisdom brings projects, clients, time and financials together — so you always know what's booked, what's billed and what's next.

Start a free trial Book a demo

30 days free · no card · full access

app.clientwisdom.com/dashboard
The Wisdom dashboard, showing the week's tracked hours, billable split and open tasks

Plays nicely with

  • Slack
  • Google Calendar
  • Google Drive
  • Gmail
  • Zapier
  • Asana

  • 6 hrs

    of admin saved per person, per week once time and invoicing live in one system.

  • 98%

    of tracked hours make it onto an invoice — nothing quietly written off.

  • 1 tab

    instead of five tools, three spreadsheets and a shared inbox.

Take the hassle out of your hustle

Everything you need to
manage the business

View all features
Two colleagues reviewing timesheet reports on a laptop

Dashboard

Your whole business, at a glance

Clients, projects, invoices and hours on one calm screen. Open it with your coffee and know exactly where the week stands.

Time tracking

Never lose a precious minute

Start a timer, add entries by hand, log against any task. Precise without the policing.

RUNNING · BRAND REFRESH

01:24:08

 Two people reviewing an invoice together at a desk

Invoicing

Invoices in seconds

Turn approved timesheets into a professional invoice in a few clicks. Get paid faster.
  • Slack
  • Google Calendar
  • Google Drive
  • Gmail
  • Zapier
  • Asana

Integrations

Works with the tools you love

Sync calendars, export data, keep your existing stack in harmony.

 An agency team planning a project around a table

Projects

Manage projects like a pro

Break work into sections, plan budgets, track tasks — nothing slips through.

Designed for simplicity

A simple interface to manage your day

Everything you and your team need is right where you expect it — no digging, no training week.

  • Live project tracking. Real-time progress, budgets and deadlines for every active project.

  • Smart time analytics. Billable versus non-billable, broken down by day and by person.

  • Personalised insights. Your hours, your available time and what's coming next, at a glance.

Weekly hours detail from the Wisdom dashboard
The dashboard — your week at a glance.

Stay in control

Keeping a finger on the pulse

Every project, from pitch to final invoice, in one filterable view.

  • Complete lifecycle. Active, completed, archived — every stage with live status updates.

  • Organised by default. Sections, assigned tasks and budgets, with visual progress tracking.

  • Real-time insight. Timelines, total project value and one-click export for deeper analysis.

The Wisdom projects screen, listing every job with its status and budget
Projects — every job in one filterable list.

Created for agencies, by agencies

Built around how agency work actually runs

Retainers, quotes, mixed rate cards, half-finished projects that come back to life. Wisdom expects all of it.

  • Retainers made simple

    Track and invoice recurring work automatically — steady revenue, no monthly scramble.

  • Lead management

    Quotes, notes and reminders in one pipeline, then one click from lead to client.

  • Reporting that answers

    Projects, time and financials in customisable reports built on real-time data.

  • Enterprise-grade security

    Robust protection and regular backups keep client data safe at all times.

Your agency interface

“We replaced three tools and a spreadsheet in a fortnight. Now the whole studio can see where a project stands without asking anyone.”
Placeholder name Managing Director, agency client — quote to be confirmed
An agency team working together in a studio

The free trial

A word to the wise —
it's free to try.

Start free trial

or book a 20-minute demo

Length
30 days, every single feature unlocked
Card
Not required — and no auto-charge at the end
Setup
Import clients and projects from a spreadsheet
After
Monthly, per seat. Cancel whenever you like