Collty for agencies

Run client delivery and internal operations in one AI workspace.

Plan projects, coordinate specialist teams, automate repeatable project work and keep delivery, analytics, expenses and invoices connected from the first brief to final approval.

Project-scoped AI Human approval One connected Workspace
Agency command
Current project

SaaS market launch

Live
Connected agentProject Management Agent
Working

Reviewing delivery health

Team capacity checked

Done

2 dependencies need attention

In progress

Client status draft

Next
82%delivery health
6active specialists
2finance actions
Agency operating system

One delivery model for your team and every client.

Collty gives agencies a consistent way to turn a brief into a staffed plan, move it into execution, monitor delivery and handle commercial evidence. Internal initiatives and client projects stay distinct, while the same teams and operating standards can be reused.

Manage internal and client projects without duplicate tools
Build delivery teams from specialists across your organization
Use AI agents for bounded operational and specialist work
See project, team and financial signals in context
Capabilities

From incoming brief to controlled client delivery

Collty connects planning, staffing, execution and finance so an agency can scale output without losing visibility or approval control.

01

Launch projects faster

Use focused questions to turn a client brief into phases, tasks, roles, dates, dependencies and a delivery-readiness view.

Project Architect · editable AI roadmap
02

Coordinate your specialist network

Create reusable teams, combine people from several owned teams and attach the right composition to each project.

Teams Canvas · internal team assembly
03

Build an AI delivery layer

Create role-specific agents for research, analysis, documents, project coordination and other repeatable work, with explicit scope and approvals.

Custom agents · delegated work · scheduled project agents
04

Read delivery health early

Review workload, dependencies, task movement, timeline pressure, team signals and conditions that need owner attention.

Project Analytics · Team Pulse · predictive plan dashboard
05

Keep client and team context clear

Use project chats, task-linked conversations, files and approval flows without mixing internal delivery context with client-facing communication.

Role-aware communication · task links · notifications
06

Connect work with project finance

Track hours, project cost, partner-managed expenses, invoice evidence and payment states when enabled by the project operating model.

Finance Analytics · expenses · supplier invoice packs
Real workflows

Where agencies gain leverage

AI helps with structured preparation and monitoring, while the agency retains the client relationship, professional judgement and final approval.

New client

Turn a rough brief into a delivery-ready plan

Project Architect asks for missing context, generates an editable structure and makes staffing or dependency gaps visible before work starts.

  1. 1Clarify goal and constraints
  2. 2Generate phases and tasks
  3. 3Review team fit and activate
A practical launch path instead of an empty project shell
Active delivery

Detect risk before the status call

Project agents can review live task evidence, overdue work and dependencies, then prepare a concise update or an approval-ready next action.

  1. 1Read current evidence
  2. 2Surface material risk
  3. 3Prepare owner-controlled response
Less operational chasing, stronger delivery control
Commercial cycle

Keep expenses and invoices tied to accepted work

The project operating model decides when hours, expenses and invoice controls appear, keeping non-commercial work clean and client work auditable.

  1. 1Capture delivery evidence
  2. 2Approve eligible expenses
  3. 3Issue and track invoice records
Commercial context connected to the project that produced it
How it works

A clear operating path from setup to result

Each step adds useful context to the next. Nothing depends on starting with a perfect process or manually rebuilding the same project data.

01

Model the engagement

Choose the operating rules for an internal or client project before delivery starts.

02

Build the plan and team

Generate the roadmap, connect owned teams and resolve coverage or workload gaps.

03

Run one delivery workspace

Coordinate tasks, files, conversations, agents and approvals around the same project evidence.

04

Review performance and economics

Read delivery, team and finance signals without exporting the project into separate reporting tools.

Collty technology

A modern operating layer for service delivery

The platform separates project permissions, client-safe communication and commercial actions while keeping the underlying delivery context connected.

Dependency-aware planning

Keeps phases, tasks and sequencing explicit before and during delivery.

Custom and project agents

Supports delegated work plus controlled recurring project reviews.

Teams Canvas + Team Intelligence

Combines owned specialists and evaluates role coverage and team signals.

Project and finance analytics

Surfaces delivery, workload, cost and invoice context by role.

Connected communication

Links messages to tasks and keeps team and client contexts distinct.

Approval boundaries

Prevents AI preparation from becoming an uncontrolled business action.

Connected product layer
Project ArchitectProject WorkspaceAgent BuilderAgent CenterTeams CanvasCreative CanvasTeam IntelligenceProject AnalyticsFinance AnalyticsTeam and client chatExpensesInvoice packs
Collty Intelligence Core

AI work is grounded in a permission-aware project graph.

The selected project, authorized files, delegated tasks, saved operating rules and approval boundary form the agent's working context. Collty connects that evidence before model execution, then keeps results reviewable and attached to the work that produced them.

Start with Collty

Give every client project the same strong operating system.

Create your agency workspace, add your specialists and turn the next brief into a structured, visible and AI-assisted delivery process.

Start an agency workspace