Scope that stays agreed
The client sees the services, deliverables, quantities, exclusions and each side's responsibilities. Approved scope is locked. A change becomes a change request, classified as included, paid, or needing a new quotation.
For software and digital agencies
The operating system for software and digital agencies
Locked scope. Priced change requests. Margin per client.
Agency Root gives a software or digital agency one branded app for scope, milestones, change requests and the profitability of each client.
- Locked scope
- Change requests classified
- Milestones the client can see
- Quotations with revisions
The problem
Scope moves. The price does not.
- "Small" changes arrive in chat. They are built, and never priced.
- Milestones slip waiting for the client. Nobody recorded what was waiting on whom.
- Squads cut across departments. The cost of each client is unclear.
What you get
What Agency Root does for a software agency
Milestones and a record of delays
Each project has one client timeline with stages, milestones and dependencies. A delivery evidence log records when work was shared, when the client viewed and approved it, and where a delay came from.
Quotations that keep their history
Build quotations from a service catalog priced per hour or per project. An approved version cannot be edited. A change creates a new revision with a log of what changed. Included in Agency Growth and Agency Scale.
Squads and the cost of each client
The organization chart shows project squads alongside the formal hierarchy. Client profitability allocates each person's month across clients. Client profitability is included in Agency Growth and Agency Scale.
Example: the client asks for a new report screen mid-project. It is logged as a change request and classified as paid, before anyone builds it.
Questions
Common question
Does Agency Root replace our issue tracker?
No. Agency Root is not a full project-management suite. It manages the client side: scope, milestones, change requests, approvals and commercial documents.