Marketing Agency on AtlasOS
AtlasOS for Marketing Agency (marketing_agency) adapts the platform for digital agencies, PR firms, and creative studios. Engagements become Retainers, compliance deadlines become Milestones, and the sidebar is organised around Projects and Revenue.
Default Configuration
| Setting | Value |
|---|---|
| Firm Type Key | marketing_agency |
| Solo Mode | No |
| Default Landing View | Tasks |
| Entity Types | Pty (Ltd), Sole Proprietor |
Modules Enabled by Default
| Module | Status | Notes |
|---|---|---|
| Smart Inbox | ON | AI-powered email triage via Gmail |
| Tasks | ON | Project tasks, creative briefs, and checklists |
| Client Portal | ON | Secure portal for client approvals and assets |
| Time Tracking | ON | Billable hours per project / retainer |
| Billing | ON | Invoices, retainer billing, payment tracking |
| Project Milestones | ON | Campaign milestones and deliverable tracking | | Contracts | ON | Retainer contracts — draft, send, e-sign | | Onboarding Forms | ON | Client intake and creative brief forms | | Chat | ON | Real-time chat with clients via portal | | AI Agents | ON | Autonomous agents for workflow and advisory | | Broadcasts | ON | Bulk email to client segments |
Modules Disabled by Default
Compliance Calendar, Sales CRM (OFF), SLA Tracking, Audit, CIPC/Secretarial, Payroll Obligations, AFS Reports, Management Accounts, Accounting Sync, and all Nonprofit modules.
Compliance Bodies
No regulatory bodies or obligation types are pre-seeded. The compliance calendar is OFF by default.
Terminology
| Standard Label | Marketing Agency Label | Where It Appears |
|---|---|---|
| Client | Client | No change |
| Engagement | Retainer | Engagement letters, billing references |
| Compliance Deadlines | Milestones | Compliance calendar (if enabled) |
| Service | Deliverable | Service type dropdowns, reports |
Sidebar Layout
| Group | Label | Items |
|---|---|---|
| — | (standalone) | Dashboard |
| — | (standalone) | Smart Inbox |
| Work | Projects | Tasks, Campaigns & Projects (projects), Calendar |
| Clients | Clients | Clients (entities), Entity Groups, Client Portal |
| Finance | Revenue (expanded) | Time & WIP, Billing |
| Documents | Assets & Docs | Documents |
| Admin | Administration | AI Agents, Settings |
Key Differences from Accounting Layout
- Work group relabeled to Projects
- Projects relabeled to Campaigns & Projects
- Finance group relabeled to Revenue and expanded by default
- Documents group relabeled to Assets & Docs
- Sales CRM OFF by default — Quotes, Proposals, Pipeline hidden unless enabled
- No Compliance group, Workflows, Account Manager, Persons, Bank Statements
- No Financial Reports, Practice Intelligence, Audit & Quality, Activity Log
Key Features
Campaign & Project Milestones
Define creative deliverables and campaign milestones:
- Create milestone deliverables with due dates and approval gates
- Link invoices to milestone sign-off for transparent client billing
- Track progress per campaign, per project, or agency-wide
- Visual milestone timeline on project cards
Retainer Management
Track retainer hours, scope, and utilisation per client:
- Define retainer contracts with monthly hour allocations
- Automated alerts when retainer utilisation reaches configurable thresholds (e.g., 80%, 100%)
- Overage tracking with separate billing rates for out-of-scope work
- Retainer renewal tracking
Creative Brief Intake
Onboarding forms configured for creative brief collection:
- Custom form builder with conversational UI
- Clients complete briefs via the client portal
- Brief responses linked to the entity record for team reference
- Auto-create project tasks from brief sections
Asset & Document Management
Documents group relabeled to Assets & Docs:
- Upload creative assets, brand guidelines, and campaign materials
- AI-powered document classification and tagging
- Client portal access for asset sharing and approval
- Version history with download tracking
Shared Features
- Smart Inbox — AI email triage
- Time & Billing — Billable hours and invoicing
- Client Portal — Secure document exchange
- AI Agents — Autonomous workflow agents