For Workamajig Agencies

Your agency numbers, finally clear.

Know if you're on pace to hit your revenue goal while there's still time to change the outcome. ClearView connects to your Workamajig account and delivers a daily email every morning, revenue pace, break-even status, bill rate, and team utilization, calculated and waiting before you have to ask.

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Leverage Marketing Group
Wednesday, July 16
Yesterday at a glance
The team is tracking well through mid-July. Bill rate is holding at $214 and pace is $41K ahead of break even with 9 business days left to go. James has logged zero hours three days running. That needs a conversation today.
Revenue Pace
$341K
Break even: $300K
Avg Bill Rate
$214
per hour
TEB Net Hours
1,214
hrs month to date
Business Day
12/21
57% of month complete
On track, $41,000 above break even
How it works

Set it up once. It runs every morning.

ClearView connects to Workamajig using read-only API access. Your data never leaves your system. We just surface it for you.

1
Connect your Workamajig account
You provide your server URL and API tokens through a secure setup form. We never touch your Workamajig login and access is read-only.
2
Tell us your numbers
Your average bill rate, monthly break-even, and target utilization. We use these to calculate your daily pace and flag problems before they compound.
3
Get your report every morning
Every business day, a clean email lands in your inbox and your leadership team's. Revenue pace, team status, and action items, ready before your first meeting.
What you get

Every number that matters. Every morning.

Six things in one email, calculated fresh from yesterday's Workamajig data.

Revenue Pace
$341K
Break even: $300K
Revenue Pace
Catch a slow month while there's still time to fix it, not on the 28th when it's already too late. Updated daily as the picture changes.
On track, $41,000 above break even
Break-Even Status
Know where you stand against your labor cost floor at a glance. Green or red, no spreadsheet required to find out.
Avg Bill Rate
$214
per hour
Bill Rate Tracking
See your real average bill rate drift before it quietly erodes a month's profitability, calculated from actual TEB net dollars and hours.
Sarah M. — 8.0 hrs
Marcus T. — 4.5 hrs
James K. — 0 hrs, 3 days
Team Utilization
Catch a zero-hour day the morning it happens, not weeks later when it's a pattern. Color-coded so it's obvious at a glance.
✓ Talk to James about logged hours today
✓ Check in, avg bill rate slipped from $220 to $214
Daily Action Items
Skip the interpretation step. Two or three specific things to actually do today, based on yesterday's real numbers.
🔒 Read-only connection to Workamajig
Read-Only Access
Nothing to worry about on the Workamajig side. We pull data, we never touch it. Your system stays exactly as you left it.
Not another report

Workamajig can already email you a report. This isn't that.

A scheduled export is still a report, numbers on a page, waiting for someone to interpret them. ClearView is the version an operations person would actually build and send every morning: the pace already calculated, the flag already raised, the one person who needs to act on it already named.

The difference
A report tells you what happened. ClearView tells you what to do about it, today, while it still matters.
Why not build this yourself

Yes, you could point an AI agent at Workamajig yourself.

Workamajig's own AI tools and connectors, along with things like Claude Cowork's scheduled tasks, make it more possible than ever to wire up your own version. Nothing stopping you. But getting a number is easy. Getting it right, every single day, no matter how messy the underlying data gets, takes real testing. We pull fresh data every morning, so the numbers always reflect the current truth in your Workamajig account, not a snapshot that goes stale.

Build vs. buy
You could build your own CRM too. Most agencies buy Workamajig instead, and let someone else keep it running correctly.
Who it's for

Built for agency owners who already use Workamajig.

If your team logs time in Workamajig, the data you need is already there. ClearView just makes sure you see it every morning without having to go looking for it.

  • ✓ You run a creative, marketing, or advertising agency
  • ✓ Your team tracks billable hours in Workamajig
  • ✓ You want revenue pace and utilization without pulling a report
  • ✓ You want leadership seeing the same numbers you see
"I spent 16 years managing agency operations and building this report by hand every morning. ClearView is what I wish I had the whole time."
Steve Bicchieri, Founder, B6 Ventures
Pricing

One price. No surprises.

No setup fee, no per-seat pricing, no contract. Just a daily report that pays for itself the first time it catches something.

$1,000/month
Billed monthly. Cancel anytime.
  • ✓ 14-day free trial, no card charged until it ends
  • ✓ Every leader on your team sees the same numbers
  • ✓ Setup takes about five minutes
  • ✓ Read-only access, nothing changes in Workamajig
If ClearView helps you recover 10-15 billable hours a month, or catches one slow month early, it pays for itself.
Start Your Free Trial
Questions first? Email us
Ready to see your numbers clearly?
Setup takes about five minutes. Your first report arrives the next business morning.
In your first week, watch for: whether your team's actual hours match what you'd expect, and whether the break-even flag ever flips red. That's usually the moment the daily email stops feeling optional.
Get Started