For agencies
An agency's actual working day isn't one project — it's fifteen, each with its own client, its own retainer hours, and its own version of "is this approved yet." IterDone gives every client a predictable place to live, gives clients a way to see and approve work without a seat you have to pay for, and gives you the reporting to prove where the retainer hours went — without turning account management into a second job on top of the actual work.
How it actually plays out
Six workflows an account team runs every week, mapped onto what the product does today.
Give each client a space, with a folder for the ongoing retainer and a separate folder for one-off projects. The structure is identical from client to client, so an account manager can move between six accounts a day without relearning where anything lives — and a new hire understands the whole system in one sentence: space per client, folder per engagement.
Custom statuses — Brief, In Design, Client Review, Revisions, Approved — replace the "is this ready?" Slack message with a status anyone can see at a glance. Cap work-in-progress on "In Design" so a designer never has eight pieces half-finished at once, and save the set as a template so every new client folder starts with the same review pipeline.
Invite the client's marketing contact as a free guest and scope them to their own list. They can see their work move through review and drop a comment on it — and they cannot see your other clients, your internal notes on other accounts, or your rate card. No seat to buy, no risk of cross-client exposure.
Replace "can you just email me the brief" with a public form. A client submits a request without logging in, and it lands directly in their list with the fields you asked for already filled in — no forwarding, no re-typing a request out of an email thread.
Keep the creative brief next to the work it describes, not in a shared drive three tabs away. Nested doc pages hold the brief, the brand guidelines and the asset checklist, and a public link shares the finished brief with a client who doesn't need — and shouldn't get — a login.
Log time directly on the tasks that used it, add a custom field for hours remaining on the retainer, and build a saved view filtered to this month's closed work. When the client asks "what did we get for the retainer this month," the answer is a view you already have open, not a report you build from memory the night before the call.
Getting an agency live
No implementation project, no per-client setup call with us — just the same three steps for every account.
Upload a CSV from whatever you're on now — names, statuses, priorities, assignees and due dates come with it. About two minutes.
They log in and see their work. There's nothing to teach them, because there's nothing hidden.
Adjust statuses, add the two custom fields you actually need, and get on with the work.
Common questions
No. Invite them as a guest and scope them to a single list or folder — they can view and comment on their own work without a paid seat and without visibility into any other client's account.
Yes. Statuses are set per list, so a design client's Brief → Client Review → Approved pipeline and a dev client's Backlog → In Progress → QA pipeline can coexist in the same workspace. Save either as a template to reuse it on the next client.
Export that client's list as a CSV, or export the whole workspace as JSON if the handover needs docs, custom fields and comment history too. It's the same export any workspace can run at any time — nothing client-specific to request from us.
Keep exploring
Set up the folder structure once, save it as a template, and every new client starts the same way.