Process orchestration for agencies
Define your engagement process.Regatta finishes it.
SOWs, approvals, signatures, and handoffs. Define what to collect, what to sign, and in what order. Regatta orchestrates the rest so every engagement starts clean and ends clean.
Outcome snapshot
Zero
Forms and portals to build
Data collection is conversational and guided
Zero
Reminder emails to write
Follow-ups and escalation are automatic
99%+
Process completion rate
Processes finish without manual intervention
Where processes break
- Your engagement process works, but only because your team manually holds it together across tools, threads, and spreadsheets.
- Steps get missed: unsigned SOWs, unreviewed change orders, forgotten renewals. Nobody knows until a client complains.
- No single view of where things stand. Status lives in someone's head or scattered across a dozen tools.
How Regatta ensures completion
- Build your engagement process once: intake, approvals, signatures, handoff. Run it with confidence every time.
- Each participant gets a guided path through their steps. No portal to navigate, no guessing what's next.
- Know exactly when every step is done. Handoffs happen automatically and every completed document is delivered and stored.
Your process, orchestrated end to end
Every step is tracked, every handoff is automatic, and every outcome is driven to completion.
Define your process
Map out client intake, scope approvals, and signature steps. Set the order, assign the roles, and define who needs to complete what.
Regatta handles the rest
Reminders, routing, approvals, and status tracking all happen automatically. Your team stops chasing clients for signatures.
Every engagement finishes
Know exactly when each engagement is fully executed. Signed documents are delivered automatically and every data point is stored in a durable system of record.
Every outcome has a finish line
Client onboarding
Agreements, compliance, and kickoff steps run as a single process. Every step completes in sequence so no engagement starts with gaps.
Change order approvals
Scope changes flow through approvals and signatures in order. Nothing moves forward until every required sign-off is complete.
Retainer renewals
Renewal processes run on schedule with reminder sequences. Every renewal tracked to completion so no contracts lapse.
Vendor and subcontractor onboarding
Standardize subcontractor processes with defined steps. Everything completes before work starts.
"We used to chase signatures and approvals across email and Slack. Now every engagement runs itself to completion."
Daniela Ruiz
COO, Northlake Collective
Make every agencies process finish cleanly
Work with Regatta's solutions team to map your processes, configure your outcomes, and ensure nothing falls through the cracks.