Solution

Spectr for digital agencies

On a fixed fee, every hour spent writing tickets and every feature that quietly slips into scope comes straight out of margin. Spectr goes after both. It turns client calls into a draft backlog you review rather than write, and it flags work that falls outside what was agreed while you can still raise it as a change order instead of absorbing it.

Two things eat the margin, and neither shows up in a status report

The first is admin. Somebody spends half a day per discovery call turning notes into tickets, unbilled, and does it again every time scope moves. The second is scope: eleven small yeses over three months, none of them recorded, and a conversation at the end where the client is genuinely certain it was all included. Both are invisible until the final margin comes in lower than the plan said.

What it actually looks like

A 14-person agency. Four client projects running. Two PMs.

  1. Monday

    Three client calls across two projects. Previously that meant most of Tuesday spent writing tickets from recordings.

  2. Tuesday 9am

    Each call is already a draft spec sheet with stories under it. The PM reviews all three in about 50 minutes and publishes to the right Linear team.

  3. Tuesday 9am

    One call produced two out-of-scope flags. Both get a decision recorded in under a minute - one deferred to phase two, one dismissed as already in scope.

  4. Wednesday

    The delivery lead opens the Budget page. One of the four projects is at 71% spent against 55% delivered. That is now visible in week five rather than at month end.

  5. Thursday

    The client on that project is told, in the same week, that one item is moving to phase two. Quoted, not absorbed.

  6. End of month

    Two PMs got roughly a day and a half back between them, and the one project heading for an overrun did not.

Roughly 12 unbilled hours a month across two PMs has turned into a day and a half back on their calendars - and a month-three scope write-off has turned into a week-five change order.

Client calls become tickets the same day

Import the call from Fathom, Granola, Read.ai or Fireflies, or paste the transcript if nobody recorded it. Spectr pulls out requirements, bugs, decisions and action items, then writes a story with acceptance criteria for each. Your PM reviews and approves rather than transcribes. What they approve goes straight to Jira, Linear or Shortcut.

A scope record you can actually show a client

Spectr flags out-of-scope work as it comes up, with a confidence score, and every flag gets a decision: confirm, defer to a phase, dismiss, or approve back in. Because each flag links to the part of the call it came from, "we agreed that was out" becomes something you can put on a screen instead of something you both remember differently.

Budget the delivery team can see

Connect Harvest for read-only budget against spend, and Forecast for who is booked versus what they logged. Money figures are admin-only by role, so the budget can live on a page the whole delivery team uses without putting rates in front of everyone.

One workspace, properly separated projects

Every client project has its own integrations, its own AI settings and its own project memory. A Notion workspace pinned for one client is never read for another. Archive a project when the engagement ends and its context stops feeding anything.

Works with

Frequently asked questions

Can I keep client projects properly separated?

Yes. Integrations, pinned docs, AI settings and project memory are all per-project. Nothing pinned to one client is read for another.

Is there a client-facing view?

Not yet. Requirement documents export to PDF, which is how most teams share agreed scope with a client today.

Do I need a paid plan for budget and scope tracking?

No. Both are on every plan including Free. They are controlled by workspace role rather than by tier.

We run 15 projects. Does one workspace handle that?

Yes. Seats and monthly volume are what scale with plan, not the number of projects.

Also worth reading

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See it on your own project

Free plan available - five spec sheets a month, two seats, no card required. 30-day free trial on Starter.

Free plan available. 30-day free trial on Starter.