# Agency Management Software Features and Capabilities > Every Lifted Work feature, grouped into task management, Lifty AI, AI Playbooks, and the client portal. What each one does and how agencies use it. Source: https://www.liftedwork.com/features Features ## Everything it takes to run the whole agency. The features that turn recurring services and incoming client requests into assigned, tracked, delivered work, with AI that already knows the client. [![Task Management](https://assets.liftedwork.com/marketing/home/tm.webp)](https://www.liftedwork.com/features/task-management-screen-ai-scheduling) ### Task Management Filter, sort, bulk-update, and schedule tasks across every client from one place. [Learn more](https://www.liftedwork.com/features/task-management-screen-ai-scheduling) [![Lifty AI](https://assets.liftedwork.com/marketing/features/lifty-ai-assistant.webp)](https://www.liftedwork.com/features/lifty-ai-assistant) ### Lifty AI An AI assistant that already knows your clients: their brand, work, emails, analytics, and history. Ask it to summarize, draft, report, or build the next task. [Learn more](https://www.liftedwork.com/features/lifty-ai-assistant) [![AI Playbooks](https://assets.liftedwork.com/trainings/playbooks/ai-playbooks.webp)](https://www.liftedwork.com/features/ai-playbooks) ### AI Playbooks Turn a recurring process into a playbook that runs on a schedule, produces real deliverables, and routes them through your team before they reach a client. [Learn more](https://www.liftedwork.com/features/ai-playbooks) [![Client Portal](https://assets.liftedwork.com/marketing/home/portal.webp)](https://www.liftedwork.com/features/client-portal) ### Client Portal A branded portal where clients submit requests, complete the to-dos you assign them, review deliverables, and watch the work land in a live feed. [Learn more](https://www.liftedwork.com/features/client-portal) ### More features ![Task Templates: SOPs and AI Prompts](https://assets.liftedwork.com/marketing/features/playbook-blueprint-d175c0e711.webp) #### [Task Templates: SOPs and AI Prompts](https://www.liftedwork.com/features/task-templates-with-sops-or-ai-prompts) Build reusable task blueprints with human instructions, AI prompts, and after-completion chaining. ![Capacity Calendar](https://assets.liftedwork.com/marketing/features/capacity-calendar.webp) #### [Capacity Calendar](https://www.liftedwork.com/features/capacity-calendar-hours-planning) See assigned hours per person per day, spot who is overloaded before deadlines slip, and rebalance work in a few clicks. ![Time Tracking and Budgets](https://assets.liftedwork.com/marketing/features/time-tracking-budgets.webp) #### [Time Tracking and Budgets](https://www.liftedwork.com/features/time-tracking-budgets) Track time while the work happens, compare it to each task's budget, and see where hours go by client, task type, or team member. ![Task Comments and @Mentions](https://assets.liftedwork.com/marketing/features/task-comments-mentions.webp) #### [Task Comments and @Mentions](https://www.liftedwork.com/features/task-comments-mentions) Keep the conversation on the work. Comment on tasks, @mention teammates to unblock them, and let AI read the thread for context. ![Client Overview](https://assets.liftedwork.com/marketing/features/client-overview.webp) #### [Client Overview](https://www.liftedwork.com/features/client-overview-details-milestones-features-tasks) The client's home tab: brand, description, contacts, links, services, portal settings, milestones, and stats, with every other tab one click away. ![Client Communications](https://assets.liftedwork.com/marketing/features/client-communications.webp) #### [Client Communications](https://www.liftedwork.com/features/client-communications) Every email, call, meeting, and message with a client in one tab, synced from Gmail and your other tools, ready for AI to act on. ![Client Feed](https://assets.liftedwork.com/marketing/features/client-feed.webp) #### [Client Feed](https://www.liftedwork.com/features/client-feed) A running stream of the work you deliver, posted to the client's portal as it happens: completed tasks, reports, videos, and files. ![Client Notes](https://assets.liftedwork.com/marketing/features/client-notes.webp) #### [Client Notes](https://www.liftedwork.com/features/client-notes) Internal notes on each client that your whole team and the AI can read, so context never lives in one person's head. ![Deliverables and Approvals](https://assets.liftedwork.com/marketing/features/deliverables-approvals.webp) #### [Deliverables and Approvals](https://www.liftedwork.com/features/deliverables-approvals) Move every deliverable from draft to client sign-off in one place, with review, change requests, and approval tracked at each step. ![Client Requests: Intake, Track, and Convert to Tasks](https://assets.liftedwork.com/marketing/features/client-requests.webp) #### [Client Requests: Intake, Track, and Convert to Tasks](https://www.liftedwork.com/features/client-requests-management) Clients submit requests with file attachments through their portal. Your team tracks, converts, and responds from one panel. ![Client Assets](https://assets.liftedwork.com/marketing/features/client-assets.webp) #### [Client Assets](https://www.liftedwork.com/features/client-assets) Upload, search, and organize every file for a client in one tab, ready to attach to tasks or share through the portal. ![Services and Upsells in the Client Portal](https://assets.liftedwork.com/marketing/features/services-upsells.webp) #### [Services and Upsells in the Client Portal](https://www.liftedwork.com/features/client-features-upsells) Show clients the value they're getting, anchor your pricing, and surface upsell opportunities inside the portal they already use. ![Reporting and Analytics](https://assets.liftedwork.com/marketing/features/reporting-and-analytics.webp) #### [Reporting and Analytics](https://www.liftedwork.com/features/reporting-and-analytics) Connect GA4, Search Console, Google Ads, Meta, and Business Profile, then let AI fill branded report templates and post them to the client. ![Client Management](https://assets.liftedwork.com/marketing/features/client-management.webp) #### [Client Management](https://www.liftedwork.com/features/client-management-statuses-stats) A sortable client list with custom columns, inline editing, display groups, and quick actions for every account. ![Agency Dashboard](https://assets.liftedwork.com/marketing/features/agency-dashboard.webp) #### [Agency Dashboard](https://www.liftedwork.com/features/agency-dashboard-software) Your daily starting point. Requests, milestones, correspondence, monthly stats, team analytics, client analytics, and @mentions in one view. ![MCP Integration for Claude and ChatGPT](https://assets.liftedwork.com/marketing/features/mcp-integration.webp) #### [MCP Integration for Claude and ChatGPT](https://www.liftedwork.com/features/mcp-integration-claude-chatgpt) Connect Claude or ChatGPT to Lifted Work through MCP and manage tasks, clients, emails, reports, and analytics from any AI tool. ### See it run for your agency. See every product work together from planning through client delivery. [Get started](https://www.liftedwork.com/register)