Work & Automation
Run work like it’s already organized
Every engagement, task, and deadline in one prioritized queue — with recurring work automated so nothing falls through.
See what’s due, blocked, and next — before it’s a fire drill
Margin tracks deadlines, work in progress, and team capacity across every engagement, then highlights what is most likely to slip.
Rebalance work earlier, so fewer weeks turn into fire drills
Spot scope creep before it becomes a write-down
Keep the whole team looking at the same live queue
The workflow
How work moves through Margin
01
Capture
Work enters through email, portal requests, or manual entry — nothing starts in a spreadsheet.
02
Assign
Tasks route to the right person automatically, based on workload and specialty.
03
Track
Real-time status flows to clients and partners without anyone having to chase it.
04
Close
Completed work rolls straight into billing, so nothing is forgotten at invoice time.
Ready to see it on your work?
Book a walkthrough and we'll map Margin onto how your team actually runs engagements.