Use case · Design agency
How design agencies protect retainer margins across multiple clients
When you run 4–6 client projects in parallel, scope drift happens silently. Boundrify gives you a per-project scope gauge that turns gold at 80% and red at 100% — before margins are lost.
Persona
Studio Halo
Brand & web design agency · 5 people
Studio Halo runs 5 retainer clients. Each client has 2-3 active deliverables. The team had no shared view of which projects were over budget — until quarterly P&L showed three retainers ran 22% under-billed for the quarter.
The pain: In an agency, no single project tips into "obviously over budget." It's a slow drift across many projects, invisible until quarterly review. By then, the lost margin can't be recovered.
The Boundrify resolution: Boundrify gives the project lead a real-time scope gauge for each retainer: 0–80% indigo, 80–99% signal gold, 100%+ danger. At 80%, the team gets a notification with the option to send a scope check-in email to the client. At 100%, change orders are required to continue.
+22%
quarterly margin recovered
5
retainers visible at a glance
0
surprise quarterly P&L
How it works
Per-project scope gauges
Real-time radial 0–100% indicator per project. Signal-gold at 80%, danger at 100%.
Multi-org for client-side workspaces
Run each client as a separate organization, with shared team members and permission profiles.
Team capacity & workload
Weekly capacity per member, with allocation per project. Avoid overcommitting.