Manage clients, projects, proposals and retainers from one agency workspace.
Digital OS helps agencies and project-based teams track clients, run projects, send proposals, manage retainers and invoice — without switching between separate tools.
Built for AU/NZ agencies and project teams
From new client to paid invoice — in four steps.
No tool-switching. No chasing clients for approvals. One workspace from first brief to final payment.
New client or project
Create the client record and open a project with scope, team and timeline.
Send a proposal
Build and send a proposal. Client reviews, approves and signs directly from their portal.
Track tasks and delivery
Assign tasks to team members, log progress and share updates through the client portal.
Invoice and get paid
Issue milestone invoices or recurring retainer charges. Track payment status.
Everything your agency or project team needs.
One workspace. Every tool your business needs to manage clients, deliver projects, invoice and grow.
Client Management
Full client profiles with contact history, communications, agreements and billing records.
Projects & Tasks
Create projects, assign tasks, track progress and manage delivery timelines for every client.
Proposals
Build and send professional proposals. Clients can approve and sign directly from the portal.
Retainers & Invoices
Set up recurring retainer billing, milestone invoices and one-off charges in one billing flow.
Client Portal
Give clients a clean portal to review project status, download files, approve deliverables and view invoices.
Files & Deliverables
Store project files, briefs, designs, reports and final deliverables linked to each client.
Retainer Billing
Recurring monthly retainers with auto-invoice. Track hours, deliverables or flat-rate agreements.
Automations
Invoice reminders, task notifications, project status updates and client follow-ups — set and forget.
Jinova Copilot
AI assistant for agency admin. Draft proposals, summarise project status, flag overdue tasks.
Reporting
Revenue by client, project profitability, team workload, retainer renewal rates — clear visibility.
Clients see their project. You stay in control.
Give every client a clean portal where they can see project progress, review and approve deliverables, download files and view invoices — without you sending manual updates for every change.
- Live project status — always up to date
- Approve deliverables directly from the portal
- Download files without emailing back and forth
- View and pay invoices in one place
- Branded with your agency name
Win work faster. No PDF back-and-forth.
Build professional proposals inside Jinova, send a link to the client and they can review, accept and sign digitally — all tracked in your workspace.
- Proposal builder with line items, pricing and terms
- Client clicks a link — no login required
- Digital signature and acceptance tracked in Jinova
- Accepted proposals convert to projects automatically
- Proposal status visible in your dashboard
An AI assistant that knows your clients, projects and invoices.
Ask Copilot to draft a proposal, flag overdue client tasks, summarise project status for a client update, or identify retainers due for renewal.
Included in Pro plan · Approval-gated — Copilot proposes, you confirm.
Tell us your agency type. The workspace adjusts.
Choose your business type during setup and Jinova shapes the project stages, proposal templates and workflows around how your team delivers work.
Web Design Agency
Marketing Agency
IT Support
Software Development
Creative Studio
Consulting
Simple, flat-rate plans. Everything included.
No per-client fees. No hidden charges. One subscription covers your entire agency.
Get Digital OS set up for your agency.
We configure Digital OS around your team, clients and delivery workflow — so you start with a workspace that actually matches how your agency runs. Early customers shape what we build next.