Built for People Who Work With Several Clients
If your week is split across clients, each with its own meetings, commitments and invoice, DailyDashboard keeps every one of them in order.
Independent Consultants
Several clients at once, some hourly, some on retainer
The Challenge
Each client has its own meetings, follow-ups and decisions, and at the end of the month its own invoice. Keeping that straight across a calendar, notes and spreadsheets is where things slip.
How DailyDashboard Helps
Every client gets a workspace. Calls are captured and summarized into tasks and follow-ups for that client, and meeting time rolls into the monthly invoice, whether you bill hourly or on retainer.
Key Outcomes
- Meetings matched to the right client automatically
- Follow-ups and decisions captured from every call
- Retainer hours, overage and rollover calculated for you
- Outstanding balances tracked per client
Fractional Executives
Fractional CTOs, COOs, CMOs and CFOs on monthly retainers
The Challenge
You hold a leadership seat at more than one company. Each expects you to remember what was decided last week, keep initiatives and OKRs moving, and show up to the next leadership meeting with a point of view.
How DailyDashboard Helps
DailyDashboard keeps each company's decisions, initiatives, OKRs and team members in one place. Ask Claude or the built-in assistant what changed before the meeting, and let an agent send you a weekly summary per client.
Key Outcomes
- Decisions, initiatives and OKRs tracked per company
- Prep for leadership meetings in minutes
- Weekly client summaries emailed by an agent
- Retainer usage visible across your portfolio
Technical Consultants and Contractors
Architects, engineers and advisors working inside client teams
The Challenge
Technical decisions get made on Zoom and Teams calls with the client and are rarely written down. Weeks later nobody remembers who agreed to what, and the hours spent in those calls go unbilled.
How DailyDashboard Helps
The Meeting Capture extension records captions from Meet, Zoom and Teams without a bot joining the call. Decisions and action items land in the client's workspace, and call length is logged as billable time.
Key Outcomes
- Technical decisions recorded with the meeting they came from
- Live suggestions for tasks and follow-ups during the call
- Call time logged to the meeting, ready for billing
- Full history available before every technical review
Agency and Account Leads
Keeping many client accounts moving at once
The Challenge
Every account has different stakeholders and timelines, and every client call produces commitments. Losing track of one means losing trust.
How DailyDashboard Helps
Each account gets a workspace with its meetings, commitments and documents. Agents check for follow-ups coming due and email you what needs attention, so nothing waits on your memory.
Key Outcomes
- Commitments from every client call in one list
- Agents that flag overdue follow-ups before the client does
- Account history at hand before each call
- Projected billing across all accounts on one screen
See What Makes DailyDashboard Different
Explore the features behind these use cases, or read more about how DailyDashboard came to be.