CONSULTANT AGENCY
Every client project tracked from start to finish
With a workflow you can onboard a new client and keep every detail of the project in one place once work starts. The brief, the agreement, the files, the logins, and who approved what all sit with the client, not in somebody's inbox.
Project request
Project requestInvoice approved
Invoice approvedTHE PROBLEM
Too much client information, in too many places
Every new client sends you things. The brief, the budget, the signed agreement, the logo files, the account logins. They arrive by email, in a shared drive, in a form, or over a call.
One client is easy to stay on top of. Five at once, each at a different stage, is where it slips. Somebody asks the client for a file they already sent last week.
Nobody can say what has arrived and what is still missing, so the work starts late while your team goes looking for it.
THE SOLUTION
When client projects run on Lattney
Every enquiry follows the same path, from the first form to the day work starts.
Screen the work before you quote it
The enquiry arrives with the budget and the timeline, and your team records whether it is a fit.
Always know who owns the next step
Each stage is clearly defined, so your team never has to guess where a project stands.
The agreement and the access in one place
The signed agreement, the files, and the account details all live with the project.
AGENCY TEMPLATE
Start with a ready-to-use agency workflow template
Lattney includes a Consultant Agency template you can use as-is, or adjust to match exactly how your team works. Each step has defined owners, custom fields to collect client details, and approval logic built in.
Use it as-is, add your own steps, or start from scratch.
WORKFLOWS
Build the exact structure your client projects need
The agency workflow is ready to use on day one. Add steps, change fields, or build something completely different. Lattney adapts to how your team works.
Use a template or start fresh
Start with a template, customize it to match your process, or build your own from the ground up.
Add fields and owners
Collect the information you need at each step. Define who's responsible for reviews and decisions.
Run projects with full visibility
Each project moves through with full visibility. See status, history, and next actions at a glance.
PLATFORM
One platform. Any team size.
A solo consultant and a forty-person agency start the same way: an enquiry, a fit check, an agreement, then access to the accounts. Add more workflows later for retainers or reporting.
Build exactly what you need:
- Unlimited steps and transitions
- Custom fields per step (text, files, dropdowns, dates)
- Approve, reject, or route to different paths
- Internal steps and client-facing steps (visible in portal)
- Public links for external submissions
- Full audit trail of every action
WHY LATTNEY?
For agencies of any size that take on new clients
Lattney gives your team a structured way to start a client project, so the fit check, the agreement, and the access all happen before work begins.
Solo consultants
Send one link. The client fills in the brief, signs, and shares access.
Growing agencies
Hand a project from the person who sold it to the person who runs it. Every step has an owner.
Larger firms
Screen every enquiry the same way, with a record of who checked the fit and who approved the agreement.
Private & Secure
Lattney is engineered with industry best practices. Security and privacy are a core feature.
- Your data is always encrypted
- Your data is always available just to you
FEATURES
What you get with Lattney's workflow
Client self-serve intake
The client sends their company, what they need, and the budget and timeline before anyone books a call.Screening before you quote
Your team records the fit check and the consultation before the project moves on.Signed agreements in the record
The client reads the agreement, uploads the signed copy, and types their name to confirm.Files and access in one place
Assets and account details arrive through the same workflow, so nobody hunts for them on day one.
FAQs
Frequently asked questions
Common questions about running client projects on Lattney.
What is Lattney?
Lattney is a workflow platform. It's built for teams that have outgrown spreadsheets and email threads but don't need complex enterprise software. You get structured steps, approvals, and visibility without the overhead.
Can I change the steps for different kinds of clients?
Yes. Create separate workflows for retainers, one-off projects, or referrals. Each workflow has its own stages, required information, and approval steps.
How does the client sign the agreement?
Your team uploads the agreement, the client reads it through a link, uploads the signed copy, and types their full name. Both documents stay with the project.
How do approvals work?
Each step can include approval logic. Reviewers approve a step or reject it with a reason, and a rejected client step goes back to the client to redo. Every decision is recorded, so you can see what happened and why.
Does Lattney replace my contract software?
No. Keep writing and sending contracts the way you do now. Lattney runs the process around them: the enquiry, the fit check, the kickoff, the signed copy, and the files and access you need before work starts.
Is Lattney only for agencies?
Agency work is one example. Companies use Lattney to manage any process that involves moving people or information through steps, collecting documents, and getting approvals.
WORKFLOWS + CRM
One platform. All your workflows.
- No credit card required
- Fast and easy onboarding