Simple Per-Client Pricing
Pay only for active clients. No hidden fees. No seat limits.
Core
For agencies setting up a real system
1 client free
$5
/client/mo
min 5 clients
$4
/client/mo
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
Most Popular
Delivery
For agencies running client work day-to-day
1 client free
$7
/client/mo
min 5 clients
$5
/client/mo
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
1 client free
$12
/client/mo
min 5 clients
$10
/client/mo
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
Compare Plan Details
| Features | Core | Delivery | Infrastructure |
|---|---|---|---|
| Per Client (monthly) | $5 | $7 | $12 |
| Team Members | Unlimited | Unlimited | Unlimited |
| Tasks & Storage | Unlimited | Unlimited | Unlimited |
| AI Credits/Month | 100,000 | 500,000 | 2,000,000 |
| SOPs & Task Templates | |||
| Time Tracking | |||
| Client Feed & Requests | |||
| Client Milestones | |||
| Mentions | |||
| Team Member Chat | |||
| AI Prompts on Tasks | |||
| Zapier Integration | |||
| Client Portal Branding | Agency & Client Logo | Agency & Client Logo | Agency Colors |
| White-Label Portal | |||
| REST API Access | |||
| Gmail Sync (coming soon) | |||
| AI Client Emails | |||
| Client Analytics | |||
| Custom Fields | |||
| Custom Domain | |||
| Team Analytics | |||
| Priority Support | |||
| Dedicated Account Manager |
Ready to streamline your agency?
Start managing clients, tasks, and communication in one place.
Get StartedOne platform. Five tools replaced.
Stop paying for scattered tools that don't talk to each other.
Project Management
Asana, ClickUp, Monday, Trello
Client Portals
Moxo, SuiteDash, Bonsai
SOPs & Docs
Google Docs, Notion, Trainual
Request Intake
Google Forms, Typeform, email
Client Emails
Scattered threads & templates
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.