Everything You Need

Features Built for Agency Reality

From AI-powered meeting transcription to client collaboration and scope flagging - every feature is designed to reduce coordination chaos and ship projects faster.

AI Meeting Bot

Joins your meetings and converts conversations into tickets automatically.

  • Attends client and team meetings in real-time
  • Captures decisions, commitments, and action items
  • Generates structured tickets with owners and ETAs
  • Reduces manual meeting notes by 100%

Auto Ticket Creation

Spoken decisions become structured tickets with one click.

  • Converts meeting summaries into actionable tasks
  • Assigns tickets to the right team member automatically
  • Suggests realistic due dates based on workload
  • Supports Epic → Story → Task → Subtask hierarchy

Scope & Timeline Flagging

AI proactively identifies scope creep before it becomes a problem.

  • Detects scope creep in real-time
  • Alerts on timeline slippages before deadlines
  • Flags mismatched expectations between clients and teams
  • Provides early warnings to avoid project overruns

Multi-View Boards

Switch between Kanban, List, Table, and Calendar views instantly.

  • Kanban board with drag-and-drop columns
  • List view for quick scanning and bulk actions
  • Table view with sortable, filterable columns
  • Calendar view for deadline management

Client Collaboration

Give clients real-time visibility without exposing internal complexity.

  • Shareable, password-protected project links
  • Client role with curated project visibility
  • Read-only and comment-only access modes
  • No client account required for basic sharing

Multi-Organisation Support

Manage multiple clients and organisations from a single account.

  • Unlimited organisations per account
  • Org-prefixed ticket IDs (e.g. ACME-127)
  • Separate workflows and settings per org
  • Easy context switching between clients

Role-Based Access Control

Admin, Team Member, and Client roles with fine-grained permissions.

  • Admin: full org management and billing access
  • Team Member: full project access, no org settings
  • Client: view-only project access with limited visibility
  • Per-project visibility settings (private/org/public)

GitHub Integration

Link tickets directly to GitHub PRs, branches, and commits.

  • Connect tickets to GitHub pull requests
  • Auto-update ticket status when PRs merge
  • Link branches and commits to tasks
  • Keep dev and PM workflows in sync

Comments & Collaboration

Threaded comments, @mentions, emoji reactions on every ticket.

  • Threaded discussions per ticket
  • @mention team members and clients
  • Emoji reactions for quick feedback
  • Activity feed with full audit trail

File Attachments

Attach files, designs, and documents directly to tickets.

  • Upload any file type per ticket
  • Project-level assets gallery
  • Preview images and PDFs inline
  • Link to Figma, GitHub, and external resources

Smart Notifications

Get notified on what matters. Silence what doesn't.

  • Real-time in-app notifications
  • Email digests for daily summaries
  • @mention notifications
  • Custom notification preferences per user

AI Project Kickstart

Drop a project brief and let AI generate your initial ticket backlog.

  • Paste project requirements or scope
  • AI generates epics, stories, and tasks
  • Edit and refine before committing
  • Saves hours of initial sprint planning

How Does ClearWork Stack Up?

See how we compare to Jira, Notion, and Linear - all purpose-built for agencies.

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