Agency & Client Operations

Auditable Infrastructure for
Freelancer & Agency Projects

Agencies and freelance studios constantly outgrow generic project management boards and fragmented billing spreadsheets. With Omnismith's headless engine, unify client accounts, billable deliverables, hourly rates, and invoice milestones into an auditable runtime data model.

Clone Agency Blueprint Read the Docs

The Chaos of Dispersed Spreadsheets & Chasing Retainers

Standard spreadsheets lack strict relational schemas and field-level change history. When a client questions billable hours or disputes an invoice milestone, reconstructing who edited which deliverable and when requires days of email archaeology.

✗ Clients dispute billable totals because timestamped deliverable approvals are lost across chat threads.
✗ Contractors accidentally see internal agency markups and gross margins due to blunt workspace permissions.
✗ Spreadsheet billing formulas break whenever a new fixed-fee or hybrid retainer agreement is introduced.
✗ Syncing milestone completion with invoice generation requires manual, error-prone data re-entry.

The Relational Agency Blueprint

Omnismith lets you define custom operational schemas without database migrations. Link Client Accounts to Deliverables, log billable hours against specific milestones, and connect completed work directly to Invoices.

✓ Dynamic Templates: Add custom retainer tiers or currency rates instantly.
✓ Relational Schemas: Link each Deliverable to its parent Client and generated Invoices.
✓ Zero-Migration Engine: Expand your billing schema in real time as your service offerings evolve.
✓ Deploy in seconds via the Blueprint Marketplace.

Template: Deliverable / Milestone

Deliverable Title String

Client Account Reference → Client

Status List — Backlog / In Progress / Review / Approved

Hourly Rate ($) Number

Logged Hours Number

Delivery Deadline Date

Template: Client Invoice

Invoice Number String

Client Account Reference → Client

Total Amount ($) Number

Payment Status List — Draft / Sent / Paid / Overdue

Due Date Date

Payment Ref String

Malleable Starting Point

Customize with Claude Desktop or Claude Code

What you say next to Claude

Blueprints in Omnismith are malleable starting points rather than rigid templates. Ask Claude to install this blueprint into your Omnismith project, then reshape the resulting schema in plain English:

Prompt for Freelancer & Agency Project Tracker

Install the Freelancer & Agency Project Tracker blueprint into my Omnismith project, then adapt the schema: add a 15% rush fee surcharge field to Deliverables and trigger a notification whenever an Invoice payment status switches to 'Paid'.

Runs via Omnismith MCP Server (https://mcp.omnismith.io/mcp) Claude MCP setup guide

Granular Client & Contractor RBAC

Client collaboration requires bulletproof data separation. Omnismith lets you invite external clients to view deliverable status and sign off on work, while completely hiding internal contractor rates and sensitive agency financials.

Client Guest

Read-only access to approved deliverables

Contractor

Log hours and submit assigned tasks

Project Lead

Manage timelines and approve deliverables

Agency Owner

Full visibility over margins and invoices

Client-Safe Scopes

Grant Clients transparent visibility into milestone progress while protecting internal margins and contractor payment terms.

Indisputable Milestone & Billing Audits

When was that design deliverable approved? Who authorized an additional 10 billable hours? Every attribute change generates an immutable ledger record so billing discussions remain transparent and cordial.

✓ Track exactly *who* signed off on a deliverable and *when*.
✓ Inspect historical hourly rate adjustments before issuing monthly invoices.
✓ Verify milestone approvals across multi-stakeholder client teams.

Milestone & Billing Audit Log

[email protected] 3 weeks ago

Changed Hourly Rate: $120/hr → $140/hr

[email protected] 4 days ago

Changed Status: Client Review → Approved

[email protected] Yesterday at 4:15 PM

Changed Payment Status: Sent → Paid

API-First Integrations & Automation

Integrate Omnismith directly with your time-tracking tools and billing systems. Create deliverable records programmatically and fire webhook notifications when invoices get marked as paid.

# 1. Node.js: Creating a new deliverable milestone

await fetch("https://api.omnismith.io/v1/entities/template/deliverable", {
  method: "POST",
  headers: {
    "Authorization": "Bearer omni_token_xxx",
    "Content-Type": "application/json"
  },
  body: JSON.stringify({
    attributes: {
      title: "Mobile Checkout Redesign",
      client_ref: "client_acme_corp",
      hourly_rate: 140,
      status: "In Progress"
    }
  })
});

# 2. Webhook: Alerting the team when an invoice is settled

// Trigger: "Invoice Payment Status changes to Paid"

POST https://api.agency.com/webhooks/payment-settled
Content-Type: application/json

{
  "event": "entity.updated",
  "template": "TEMPLATE_INVOICE",
  "invoice_number": "INV-2026-084",
  "client": "Acme Corp",
  "amount_paid": 8400,
  "paid_at": "2026-09-12T16:15:00Z"
}