Built for Agencies
Turn Client Work Into Predictable Delivery
Clients, tasks, time, and communication in one system. With AI that has context on all of it.
Integration Partners
- Gmail
- Google Analytics
- Search Console
- Claude
- Google Ads
- OpenAI
- Business Profile
- Meta Ads
- Zapier
" 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 constantly copying and pasting the same AI prompts
- 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
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
Built-In Time Tracking & Budget Visibility
- Track time while work happens. No external apps needed
- Filter by client, task type, or team member
- See daily + monthly breakdowns of hours and budgets
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
Client Portal
Client Portal They Actually Use
Not a login page with a progress bar. A place where clients do real work with you.
- Submit work requests and upload assets directly
- See every service you provide, with upsell opportunities built in
- Browse a feed of reports, completed work, and Loom walkthroughs
- Review and approve deliverables in progress
- Complete to-do items you assign them (access credentials, approvals, feedback)
- See the properties and accounts you manage for them
Every section is optional. Toggle pages on or off per client. Require login or share with a link.
Everything About a Client in One Place
Client Overview
- 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
AI Playbooks
AI That Hands Off to Your Team and Your Clients
Copy-and-paste workflow templates that run on a schedule, produce real deliverables, and flow through your team's review process before reaching clients.
- AI pulls client context automatically: emails, analytics, search data, past deliverables
- Produces work, then routes it to your team for internal review
- Sends approved deliverables to clients with an approval link
- Runs on a schedule or on demand. You control the context and the gates
Full Visibility Across Your Agency
- Everyone sees workload, blockers, and capacity
- Real data on time, output, and client impact
- Every piece of AI-produced work is tracked. Full history of context, artifacts, and deliverables the AI created
- When the work is visible, people step up without being asked
Replace your tool stack
One interface. One source of truth.
Built-in Integrations
Gmail, Google Analytics, Search Console, Business Profile, Google Ads, Meta Ads, and Meta Social. Plus Zapier, MCP, and a REST API.
Gmail to tasks
Client emails sync into their feed. AI reads them and creates tasks for your team.
GA4 to branded reports
AI pulls analytics data, builds a report as a branded PDF, and posts it to the client portal.
Report data to create tasks
AI reads a Search Console report and creates your team's three top-priority SEO tasks.
Talk to your agency with any AI
Our MCP server exposes 30+ tools. Query clients, tasks, and team activity. Create work, pull analytics, render branded reports. All from Claude Desktop, Claude Code, or ChatGPT.
"What did Sarah work on for Acme this month? Read the comments on tasks to find blockers and give total time spent as well."
"Pull GA4, Search Console, and Meta Ads for Acme, then render the Report from the template."
"Summarize emails with Acme from the last two weeks. Compare against tasks done. Flag what still needs a reply."
Hear from an agency owner
Built-In AI
AI That Knows Your Agency
What it knows
- Every client's brand, website, tasks, deliverables, emails, and correspondence
- Google Analytics and Search Console data for each client
- Task history, SOPs, and past deliverables
What it does
- Researches websites, audits SEO, extracts brand assets
- Generates branded reports as PDFs
- Creates deliverables with full revision and approval workflows
- Drafts emails, schedules tasks, posts to client feeds
- Browses the web, generates images, makes API calls
-
Blog to Social Content
Extract key points, write copy for every platform, generate a branded image, and land a review task.
4 tasks |Extract Write Image Review -
Build a Brand Guide
Reverse-engineers the brand into a single note every downstream playbook reads on every run.
3 tasks |Research Draft Review -
Generate Ad Creatives
Write ad copy from 10 proven frameworks, generate matching visuals, and land 4 complete creatives for review.
3 tasks |Copy Visuals Review -
Strategy to Send-Ready Emails
Build a complete email sequence: strategy, copy with A/B subject lines, QA, and setup instructions.
4 tasks |Strategy Write QA Launch -
Monthly Account Reviews
Pull account activity, create an internal health snapshot, and draft a recap email with report links.
3 tasks |Snapshot Draft Email Review -
Monthly Client Reporting
Pull data from GA4, Search Console, Google Ads, render a branded report, post to client feed, draft summary email.
3 tasks |Report Post & Email Review -
New Client Onboarding
One trigger dispatches every onboarding step: brand guide, welcome package, review checklist, and client portal task.
4 tasks |Launch Welcome Review Client -
SEO Audit to Fix List
Crawl the site, pull Search Console and GA4 data, create a prioritized audit, then generate tasks with fix instructions.
3 tasks |Audit Create Tasks Review -
SEO Blog Posts from Strategy
Picks the next keyword, checks existing content for cross-links, writes the article, and updates the strategy.
2 tasks |Write Post Review -
SEO Keyword Strategy
Analyzes the website, Search Console, and GA4 data, then saves a prioritized keyword strategy the AI references for content.
2 tasks |Research Review
Proof
See the full system in action
Pricing
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)
- Client 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