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Solutions · Agencies

Run the portfolio without blending the clients.

Each client keeps an isolated workspace for its data, conversations, calendars, and connected systems while the agency works only within delegated scope.

Agency and client workspace ownership

Example ownership modelEach client owns its workspace. Agency work remains scoped.
Agency-owned homeOrchard Demand

Manage agency playbooks here. Client conversations stay inside each client's workspace.

Northstar AnalyticsClient-owned workspace
Jordan Hale · website chatMeeting booked

Jonah Ellis · Tuesday, 10:00–10:30 AM Eastern

ConversationsDataCalendarsConnections
No shared client context
Harbor SystemsClient-owned workspace
Casey Nguyen · lead formExclusive handoff

Priya Shah · service match · handoff ready

ConversationsDataCalendarsConnections

Agency-sponsored billing does not transfer either client’s ownership.

Client ownership shown.

Client ownership stays clear

The agency can do the work without becoming the owner.

Give the agency only the client work it needs. The client can narrow or revoke that access without losing its own access or ownership.

  1. Agency homePlaybooks + delegated work
  2. Client workspaceData + conversations + calendars + connections
  3. Revoke accessClient access and ownership continue

Product preview · sample data

Ownership in Flowdant

Confirm the client workspace before opening buyer data.

The agency owns its Flowdant workspace. Each client owns its client workspace, including one provisioned or paid for by the agency. Delegation and billing do not transfer ownership.

Flowdant Portfolio sample showing Northline Group as the home organization and Northstar Analytics as a delegated managed organization, each with one workspace.
Home organizationNorthline GroupDelegated organizationNorthstar Analytics
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See the agency and client ownership model.

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