Calm Work. No Bottlenecks. Strong Growth.
Turn Client Work Into Predictable Delivery
One system to plan work, track time, and keep clients informed. No more juggling 5+ tools.
Real agency results
" I don't know what I'd do without Lifted Work. "
80 clients scheduled entirely in Lifted Work
Client delivery shouldn't feel this hard.
- You're not always sure what's due next
- You don't know what the team actually finished yesterday
- Clients ask for status updates you can't answer without digging
- SOPs exist… but not where the work happens
- Scope creeps in and you only notice after the month is blown
- You're constantly jumping between tools just to understand what's going on
Lifted Work was built specifically to fix this for agencies
Task Management for Agencies
- Schedule entire months of deliverables from one AI prompt
- Templates with SOPs + time budgets attached
- Saved prompts for repetitive workflows
- Assign work that's already scoped and documented
→ Standardize delivery and eliminate setup friction.
Hours-Based Planning & Team Capacity
- At-a-glance calendar with assigned hours per day
- Spot heavy vs light days instantly
- Know if someone is overloaded before deadlines slip
- Booked vs scheduled time — handle last-minute adjustments easily
→ Plan work by real capacity, not guesswork.
Built-In Time Tracking & Budget Visibility
- Track time while work happens — no external apps
- Filter by client, task type, or team member
- See daily + monthly breakdowns of hours and budgets
→ Understand ROI and protect your margins.
Task-Centered Communication That Unblocks Work
- Comments on tasks with @mentions to loop in teammates
- Jump from mention → exact task instantly
- SOPs and internal guidance live on the task
- Team chat (general coordination) stays separate
→ Fast answers with full context. No lost status threads.
Client Clarity That Replaces "Agency Wikis"
Client Overview — One Place for Everything
- Services sold and retainer details
- Contact list + property links
- Assets + custom fields
Client Activity Feed
- Completed tasks (auto-populated)
- Milestones and upcoming deliverables
- Incoming client requests and correspondence
→ Onboard fast, prep for calls in seconds, and eliminate brain dumps.
Radical Transparency That Improves Team Performance
- Everyone sees workload, blockers, and capacity
- Real data on time, output, and client impact
- Less micromanagement, more self-sorting teams
→ Accountability + productivity without the drama.
Replace your tool stack
One interface. One source of truth.
Connect Your Existing Tools
Automate workflows with Zapier or our REST API
Auto-Create Clients
Deal closes in your CRM → client created automatically
Trigger Onboarding
Intake form submitted → onboarding tasks created
Push to Client Feed
Reports and updates posted to portal automatically
Client Portal
Your Clients See Value, Not Chaos
- Custom 'Services' pages that reinforces your value / offers upsells
- Completed work, reports, and Loom videos shown automatically
- Client requests and notes handled in one place
→ Show clients their progress without repeating yourself.
Hear from an agency owner
Built-In AI
AI That Actually Knows Your Agency
- Built-in client, task, email, milestone, and update context
- AI drafts emails, plans deliverables, generates client messaging
- Health checks surface blockers before you ask
→ Full context on every client, task, and conversation.
Proof
See the full system in action
Click to play walkthrough
Pricing — Simple & Fair
Pricing built for agencies
Plans that grow with you
Core
For agencies setting up a real system
min 5 clients
min 5 clients · billed annually
Save 2 months
- Unlimited team members
- Tasks & recurring workflows
- SOPs & task templates (with saved AI prompts)
- Internal notes & collaboration
- Time tracking by team member and by client
- Client feed (completed work, reports, notes)
- Client requests & asset uploads
- Can assign tasks to clients
- Professional client portal with agency & client logo
Delivery
For agencies running client work day-to-day
min 5 clients
min 5 clients · billed annually
Save 2 months
- Everything in Core, plus:
- Track client meetings & emails
- AI client emails with client context
- Branded client portal (agency colors & identity)
- Optional client login accounts
- Enhanced workload and time summaries
- Higher AI usage limits
- Client time/task analytics
- White label client portal
Infrastructure
For agencies standardizing delivery at scale
min 5 clients
min 5 clients · billed annually
Save 2 months
- Everything in Delivery, plus:
- Custom domain for your client portal
- Fully branded with agency colors on portal
- Advanced team member analytics
- Highest AI limits and automation depth
- Priority support
No long-term contracts • Cancel anytime • Only billed for active clients
FAQs — quick wins, quick answers
- How long does setup actually take?
- Most agencies complete the full setup in about a workday's worth of total effort, spread over 1–2 weeks at their own pace. You get short video walkthroughs and a simple checklist that makes each step easy to knock out without disrupting your schedule.
- How does this fit in with other tools / automations?
- Automations, AI and software tools come and go, but you always need someone to set them up, keep them up to date or just use them. Lifted Work lets you and your team stay nimble, effective, and leverage AI and other tools to maximum efficiency with smart planning for your team and clients.
- Do I need to migrate anything before I start?
- No. You can get value immediately by starting with just one client. No migrations, no integrations, no switching tools. Lifted Work sits neatly on top of your existing workflow until you're ready to bring more clients over.
- What if my team is slow to adopt new tools?
- Lifted Work is designed for gradual adoption. Your team can start by using the client context, tasks, or SOPs — whatever feels easiest. Because everything is clearer and more organized, most teams naturally buy in within the first week.
- Will this disrupt the way we currently work?
- No. Lifted Work adds clarity and structure without forcing a major workflow change. You can run your current system and Lifted Work side-by-side until you're confident enough to centralize everything.
- How is Lifted Work different from CRMs or project management tools?
- Those tools make you build the system — the workflows, the processes, the SOPs, everything. Lifted Work gives you a ready-built operating system for agencies: consistent onboarding, recurring schedules, SOP templates, client transparency, and AI automation all working together from day one.
- Does this actually help us scale?
- Yes — this is the core purpose. Agencies get stuck because delivery isn't consistent. Once Lifted Work is set up, onboarding becomes repeatable, recurring tasks run automatically, communication is handled, and delivery becomes predictable. That's what allows an AM to confidently handle 50–100 clients.
- How fast will we start seeing improvements?
- Most agencies feel relief in the first week, even before the full setup is complete. The first client you add becomes instantly more organized. The biggest gains come when your initial recurring schedules and SOPs are running — often within 2–4 weeks depending on your pace.
- What if I'm not technical?
- Zero technical experience needed. All setup is guided with simple videos and examples. Agencies without ops managers, and solo founders, regularly complete the onboarding with no issues.
- What happens if I cancel?
- You can cancel anytime. Your workspace stays active for the remainder of your billing period, and you can export your data whenever you want.
- Can this really raise my account managers' capacity?
- Yes — and that's the main reason agencies switch. By standardizing onboarding, automating recurring work, organizing SOPs, and showing client progress clearly, your AMs stop firefighting and start managing proactively. That's what increases their effective capacity.