Run the internal side of client work with our AI Agency Back Office Portal. Built with Taskade Genesis, this portal gives agency operators one view of the client roster, retainer burn, and the delivery pipeline.
What Is an Agency Back Office Portal?
An Agency Back Office Portal is the operations counterpart to your client-facing portals. Powered by Projects & Memory, it tracks every client, retainer, and deliverable in one internal workspace your whole team works from.
Why Use an AI Back Office Portal?
Great client work starts with great operations. This portal runs them:
- Client Roster: Every account, owner, and status in one table
- Retainer Burn: Hours and budget used against each retainer
- Delivery Pipeline: Deliverables moving from brief to shipped
- Capacity View: Who has room to take on more work
- Automated Alerts: Automations flag retainers near their limit
Who Should Use This Portal?
This Back Office Portal helps:
- Agency Owners watching margin and capacity
- Operations Leads running delivery
- Account Managers tracking retainer health
- Studio Managers balancing workloads
- Any Agency pairing it with client-facing portals
How To Deploy This Portal?
- Open Taskade Genesis and describe your clients and services
- Generate the back office with roster, retainers, and pipeline
- Connect it to your client-facing portals
- Turn on retainer alerts via automations
- Invite your team and run delivery from one place
Build custom agency systems with Taskade Genesis. Pair it with the agency client portal. Explore the Community Gallery.