The brief and the sold scope are not always the same
Requirements may be spread across the proposal, statement of work, emails, calls and account notes. Delivery starts by reconstructing what was agreed.
All industries
Glivent for agencies
Turn an approved client brief into properly scoped, assigned work.
Creative, marketing, digital, media, development and specialist agencies sell different work, but they face the same operational test: carrying what was promised into delivery without losing requirements, approvals, time or margin. Glivent can complete the routine work between your systems and keep the team focused on the client and the work itself.
Briefs, scope and estimatesResourcing and deliveryFeedback, reporting and billing
Example brief flowGlive Flow
Client briefApproved scopeAgency capacity
PROJECT SETUPNorthstar campaign launch
Delivery review- Scope and deliverables matchedApproved proposal and client brief connected
- Project structure preparedMilestones, tasks and review points created
- Launch date conflicts with capacityCommitted timing and current assignments attached
CONTROL POINTDelivery lead confirms timing and resourcing
Project readyTeam briefed
Routine setup continues while agency leads control scope, timing and client commitments.
The agency operation
The work changes. The delivery pressure is familiar.
A campaign, website, production job or advisory engagement may need different specialists and tools. Each still depends on a clear promise becoming owned work, with decisions and changes recorded as the job moves.
Capacity changes across clients and disciplines
Account, strategy, creative, media, production, technical and freelance capacity can shift while deadlines and client expectations remain fixed.
Feedback can quietly change the job
Comments arrive in meetings, email, documents and specialist tools. Without a clear decision and version trail, revisions can consume time that was never allowed for.
Reporting and billing depend on delivery records
Timesheets, spend, deliverables, approvals and changes need to line up before the agency can explain progress, protect margin and invoice accurately.
One practical starting point
Turn an approved brief into a delivery-ready project.
This is one example of what Glivent could do with your agency. During discovery, we would adapt it to your services, commercial model, team and client commitments.
- 01
Capture the agreement
Keep the approved brief, scope, estimate, assumptions, deliverables and client commitments together.
- 02
Set up the work
Create the approved project structure, milestones, tasks, owners, budget and client review points.
- 03
Connect the source material
Attach the relevant client information, brand files, research, access details and working documents.
- 04
Route gaps and conflicts
Send unclear requirements, missing access, capacity issues and scope differences to the right account or delivery lead.
- 05
Start with a clear record
Notify the assigned team and retain the source behind the project setup, decisions and client commitments.
Your commercial and delivery systems remain authoritative. Glive can create and update approved records, coordinate routine work, communicate and carry out connected actions. Your people decide pricing, scope, creative or strategic direction, staffing, client commitments and material commercial exceptions.
The Glive System
Connect the client promise to the work and commercial record behind it.
The team should not need to rebuild the same context across the CRM, proposal, project board, inbox, creative tools, reporting platforms and accounting system.
Glive Flow
Move approved work across the agency stack.
Create projects and tasks, apply delivery rules, coordinate routine follow-up, update connected systems and route exceptions with their source.
Glive Chat
Work with current client and agency knowledge.
Help authorised staff find approved briefs, brand guidance, past decisions, procedures and project information from the sources they are allowed to use.
Glive Pod
Keep suitable client work inside the agency.
Approved tasks involving confidential client material, strategy, contracts or unreleased work can use Private AI on the Glive Pod when local processing is the right design choice.
Workflows worth testing
Start where client delivery repeatedly loses time or commercial clarity.
Discovery checks what your CRM, proposal, project, creative, communication, time, reporting and accounting tools already handle before another workflow is proposed.
Brief to project setup
- What arrives
- A proposal, statement of work or client brief is approved.
- What Glive does
- Glive creates the permitted project structure, milestones, tasks and records from the agreed scope, then gathers missing setup information.
- Control point
- Standard setup can continue automatically. Account and delivery leads resolve unclear scope, timing, resourcing or client commitments.
Client feedback and approval
- What arrives
- Feedback arrives through email, meetings, documents or a review tool.
- What Glive does
- Glive connects comments to the correct deliverable and version, creates permitted actions and records the approval state.
- Control point
- Routine revisions can enter the agreed workflow. The team decides how to interpret feedback, what should change and whether a request changes scope.
Scope change and margin control
- What arrives
- A request, delay or delivery issue affects effort, cost, timing or deliverables.
- What Glive does
- Glive gathers the agreed scope, estimate, time, work completed and related communication, then prepares the approved change process.
- Control point
- Agency leaders decide price, write-offs, revised commitments and whether work continues before client approval.
Freelancer and specialist coordination
- What arrives
- A project needs external or shared specialist capacity.
- What Glive does
- Glive issues approved requests, gathers availability and required documents, updates assignments and follows routine handoffs.
- Control point
- Clear pre-approved assignments can proceed. The agency decides supplier selection, rates, access, contractual terms and sensitive client exposure.
Retainer reporting and billing
- What arrives
- A reporting period or billing milestone is due.
- What Glive does
- Glive assembles delivery, time, spend, outcome and approval records, updates the permitted report and prepares the next billing step.
- Control point
- Routine approved reporting can continue. Account and finance staff decide explanations, adjustments, disputed items and the final client or invoice position.
Existing systems
Your client, project, creative and finance records stay in charge.
Glivent first checks the features already available in your CRM, proposal, project, collaboration, creative, media, time, reporting and accounting tools. The aim is to make the handoffs work, not replace every specialist platform.
Your systems and responsible people remain authoritative for
- Clients, contacts, opportunities, proposals and agreements
- Projects, deliverables, versions, time, capacity and approvals
- Campaign, creative, technical or specialist production work
- Pricing, scope, revenue, costs, invoices and commercial decisions
Glive can use them to complete approved work
- Brief capture, project setup and information transfer
- Routine task creation, assignments, follow-up and system updates
- Feedback, approval, scope and delivery exception handling
- Report preparation, billing inputs and approved communication
Go deeper
Agency questions and practical guides.
These resources cover agency handoffs, client reporting and ways to work with Glivent on suitable client opportunities.
How can an agency refer or collaborate with Glivent?
An agency can introduce a client that needs operational review, Private AI or implementation beyond the agency's scope, or discuss a collaborative delivery model with Glivent. Roles, client ownership, communication and commercial arrangements are agreed before work begins.
Read the full answerHow can Glivent improve brief, proposal and reporting handoffs in an agency?
Glivent can review how briefs, approvals, delivery information and reporting move between clients, account teams and specialists. A useful system may reduce repeated preparation and unclear ownership while keeping creative and strategic decisions with the team.
Read the full answerGlivent Partners
See a suitable Glivent opportunity in a client's business?
Agencies can introduce clients with genuine operational, workflow or Private AI needs through the Glivent referral partner program. You keep the client relationship you understand. Glivent assesses, scopes and delivers the work it agrees to take on.
Explore the referral partner programA practical first step
Find the agency handoff that is costing the most time or margin.
Start with a free 30-minute call to discuss what is slowing the business down and how Glivent can help.
Book a free introductory call