Agency Operations
Deliver client-ready paperwork in record time
Regatta connects intake forms, statements of work, and approvals so creative, digital, and consulting agencies stay focused on results.
Automation snapshot
65%
Faster proposal turnaround
80%
Client onboarding tasks automated
$250K
Revenue leakage prevented
Annual average across our agency customers
Where teams get stuck
- Client kickoff packets live across spreadsheets, PDFs, and inbox threads.
- Contract revisions stall while teams wait on signatures and internal approvals.
- Scope changes are tracked manually, leading to misaligned billing and missed renewals.
How Regatta keeps data flowing
- Guided web forms gather project requirements, assets, and billing details before work begins.
- Automated approval flows notify account leads and finance when a change order or SOW is ready.
- Every signed document syncs to project systems, generating alerts when scope or budgets move.
Your end-to-end workflow, orchestrated
Regatta automates every handoff so the data captured in forms and signatures is the same data your systems rely on.
Client intake
Collect creative brief info, access credentials, and compliance documents via branded forms.
Internal QA
Route submissions to the right stakeholders, gather feedback, and lock final scopes automatically.
Sign & launch
Automate signatures for SOWs, MSAs, and change orders, then trigger project management and billing updates.
High-impact automations
Client onboarding
Bundle NDAs, compliance forms, and kickoff questionnaires into a single automated client journey.
Change order approvals
Collect client confirmation on scope changes, route internal approvals, and sync updates to your PSA tools.
Retainer renewals
Pre-fill renewal agreements with performance data and automate reminder sequences ahead of expiry.
Vendor onboarding
Standardize subcontractor agreements and collect compliance documentation before work commences.
"Our account teams now launch engagements in days, not weeks. Regatta keeps every asset, approval, and signature aligned."
Daniela Ruiz
COO, Northlake Collective
Bring end-to-end automation to Agencies
Work with Regatta's solutions team to map your document lifecycle, configure secure forms and signatures, and connect your systems.