TOOL LIBRARY / PROJECTS, PROCESSES & PLANNING · AI
Teamwork.com
A client-work platform for projects, time, capacity, budgets, retainers, billing, profitability, and AI-assisted delivery.
What it is
Teamwork.com combines project planning with client access, time and cost tracking, resource management, financial controls, reports, automations, and AI features designed for service businesses.
Ways to use it
Ideas from real executive operations work. Take the ones that fit.
- Plan client projects, recurring delivery, milestones, and dependencies.
- Track retainer consumption, billable time, cost, and margin.
- Model team capacity and tentative future work.
- Give clients controlled access to updates, files, and approvals.
- Use AI summaries and delivery insights on eligible plans.
Our take
Teamwork.com fits a service business that needs one view of recurring and project-based client delivery, hours, budgets, capacity, retainers, and margin. Pilot it against the company's actual billing method and team habits before moving work out of a simpler tracker.