Sideline for agencies that run on freelancers
A flexible team. One consistent standard.
Your clients hired your agency, and that is what they should get: one brand, one quality bar, one accountable team, whether the work is done by an employee or a specialist you bring in for six weeks.
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The modern agency is a network. The tools assume an office.
The best small agencies now run a tight core and a network of specialists: a developer in Belgrade, a designer brought in for six weeks, a motion specialist shared with two other shops. It is a better business, and clients get more senior talent than a fixed payroll could ever justify. It is also an operational problem, because every tool you inherit assumes everyone is a permanent employee with a company email.
So agencies provision their way around it: buy the Workspace seat, mint another firstname@youragency.com, add Slack, share folders, and hope somebody remembers to shut it all off when the engagement ends. That is $110 to $185 a month for five specialists, plus setup hours, plus a genuine security problem: accounts nobody revoked, and client files sitting in personal inboxes long after the work finished.
Sideline removes the whole problem. Specialists sign in with the email they already have, work inside your workspace under your brand, and hold access only while they need it. The client relationship, the history, the files, and the standard of communication all stay with your agency.
One standard, however you staff the work
The full security walkthrough lives on sideline.io/confidentiality.
Every client message meets your bar
A specialist types a fast, functional note from their own account; your client receives a polished message under your studio's name and brand. The quality standard you sell stops depending on who happened to answer.
Your specialist wrote it. Your studio said it.
Dragan Petrović · replying to Grace K.
Hi Grace, the updated product photos are ready for your review. Let us know if the teal reads right on your screen.
Your contractor wrote it. Your studio said it.
This person can see
Enforced on the server, not just hidden in the interface.
Zero accounts to provision, zero to revoke
No Workspace seat, no Slack account, no forwarding alias, no permissions spreadsheet. A specialist joins with the email they already have and is working the same hour. The $110 to $185 a month five of them would cost in seats simply is not spent, and there is nothing left dangling afterward.
How names are shown
Applies everywhere a name appears, in the portal and in every email.
Consistent presentation, set once
How people are shown to clients is a setting, not a habit you hope twelve people remember. Names appear in one consistent format under your studio's badge, on every message and every notification.
Content-free notifications
Keep message content out of email entirely
New message from Grace K. on request #846
View in SidelineBodies, attachments, even titles. Everything stays inside Sideline.
Client material stays in your workspace
Flip on content-free notifications and emails carry no message bodies, no attachments, not even request titles. People get pinged and read the work inside Sideline, so a year of a client's confidential material never accumulates in a personal Gmail account you have no control over.
Client work stays where you can protect it.
Reply to Grace K.
Polishwe fix teal photo tomorow morning, send you eod. also banner is almost done i think. ok?
Thanks for the feedback! We're reshooting the teal colorway tomorrow morning and will have the updated photos to you by end of day, with the trade-show banner right behind them.
Same message, your agency's voice. Optional, agency-controlled.
One studio voice, whoever is typingAI
Set your tone once. Polish cleans grammar, spelling, and phrasing on every reply, so a rushed note from a specialist whose English is their third language reads exactly like your best account manager. Clients get one consistent experience of your firm.
Team member access
agency settingWhat Team Members can open
- hidden
Clients page
the full client list
- hidden
Team page
who else works here
- hidden
Reports
agency-wide numbers
Invite anyone without handing over your client list or your roster.
They see their work, not your business
Scope anyone, including a Manager, to a named set of clients: they see those clients' requests, files, reports, and contacts, and the rest of your business is invisible to them rather than filtered behind something they could widen. Separately, agency settings decide whether Team Members can open your client list or team roster at all. In most tools everyone you invite can browse everyone else.
Invite anyone without handing over your client list.
Dragan P.
Contractor · 4 open requests
Hand their open work to
Access ends immediately, and it is reversible. Their past replies and history stay with your agency.
Access ends when the work does
Engagement ends, you deactivate. Access stops that instant, their contributions stay attributed, and the client experiences no disruption. The specialist you rebook every spring is one click from being back.
Insights · Alpine Supply Co.
2h 14m
avg first response
23
requests / month
214
completed all time
activity, last 6 months
Your client sees these numbers in their own portal, all year long.
Institutional memory stays with you
Every thread, file, decision, and hour lives in your workspace, not in someone's inbox or DMs. People can come and go without the account losing its history, which is as much a continuity promise to your client as it is protection for you.
When Sideline is not the right tool
Sideline presents your team under your brand and to your standard; it does not decide what you disclose. If a client agreement requires named employees or vendor disclosure, that is a contracts conversation, not a software setting, and you should honor it. Your team's internal chatter also still needs a home: Sideline holds the client-facing work and request-level collaboration, not your watercooler.
Questions we hear from teams like yours
What exactly does a client see when a specialist works on their account?
Your studio's name and branding, the person's name in the consistent format you configured, and their message at your quality standard. Personal email addresses and direct contact routes stay private, so client communication runs through your agency rather than around it. The full breakdown is on our confidentiality page.
Do specialists need a company email address from us?
No, and that is the point. They sign in with the email they already have, which is never exposed to clients. You skip the Workspace seat, the alias, and the offboarding risk entirely.
What do five specialists cost in seats elsewhere?
Google Workspace runs $14 to $22 per person per month and Slack $8 to $15, so five people cost $110 to $185 every month before anyone spends an hour provisioning. Your whole Sideline workspace is $49 flat, and specialists need no other accounts to do client work.
Can a specialist see clients they are not assigned to?
No. Per-person visibility can limit each team member to assigned requests only or to named clients, enforced server-side on every request. There is also a "View as" preview so you can verify exactly what any person sees before an engagement starts.
Can specialists see who else works for us, or who our other clients are?
Only if you allow it. Two agency settings control whether Team Members can open the client list and the team roster, and the client list is hidden by default. This is a real difference from tools like Slack or Notion, where anyone you invite to the workspace can browse the full member directory. A specialist can deliver excellent work on one account without ever learning the shape of your business.
If we make someone a Manager, can they give themselves more access?
No. A Manager can only grant the client access they already hold, so a Manager scoped to three clients can staff those three and nothing wider. Broadening anyone is an Account Owner decision, and it is enforced server-side rather than hidden in the interface. That matters when a senior contractor runs an account for you: they can bring in help without quietly opening your whole client list.
What happens when a contract ends?
Deactivate them: one click, access ends immediately, and it is reversible, so a returning specialist is one click from being back. Their request history and files stay with your agency, attributed to them. Remove is there when you want it permanent.
Does client data end up in personal inboxes?
Not if you turn on content-free notifications: emails then carry no bodies, attachments, or titles, only who acted on which request and a link into Sideline. Your client's confidential material stays in one controlled place, which is a promise you can make to them directly.
How does the one-voice writing actually work?
You set agency-wide AI instructions once, then Polish fixes grammar, spelling, and tone on any reply in one click, and Write for me composes a full update from typed fragments using the request context. Both are opt-in and agency-controlled; nothing sends without a human.
What keeps the client relationship with our agency?
Structure rather than trust: client communication runs through your workspace, the entire history lives there, and access ends the moment you deactivate someone. No tool can police a handshake, but Sideline removes the paths where relationships quietly migrate.
Should we tell clients that specialists work on their account?
That is your call and your engagement terms govern it; many agencies are entirely open about their model and use Sideline precisely so the experience stays consistent either way. What Sideline handles is the operational half: one brand, one standard, controlled access, and client data kept somewhere you can protect it.
Can specialists in other time zones work asynchronously?
That is the default shape: the queue is ranked for each person when they start their day, requests carry full context so nothing needs a live handoff, and notifications respect what each person follows. A team across three time zones works from one source of truth.
What roles and permissions exist?
Three roles: Account Owner, Manager, and Team Member, layered with per-person visibility and page-level access. Specialists typically run as Team Members scoped to their clients; a fractional PM can be a Manager without owner powers.
Do AI connectors respect these permissions?
Yes, strictly: any connection a person authorizes can only ever see what that person sees, re-checked on every request. Deactivate the person and their connection loses access the same instant they do.
How fast can we onboard a new specialist mid-project?
Minutes: invite them, set their visibility, and auto-assignment starts routing that client's requests to them. No IT checklist, no seat purchase, no waiting on account provisioning.
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