PR and Communications

One governed operating view across scope, delivery, time, costs, WIP, and invoicing, built for PR firms who need control over retainers, responsiveness, and commercial discipline.

The messy middle, fixed

PR and comms firms get punished when retainers, reactive work, and billing rules are managed informally. DAY ONE connects pipeline, delivery, and finance into one governed operating view so over-servicing is visible early and invoicing stays defensible.

Common Pain Points

  • Retainers quietly exceeded with no commercial trigger.
  • Reactive work delivered fast, billed inconsistently.
  • Time captured late because teams prioritise responsiveness.
  • Pass-through costs and suppliers reconciled manually.
  • WIP and client profitability argued at month end.

Control for partners, delivery, and finance

Agency principals

Real-time margin, WIP, and client profitability without chasing updates.

Account directors

Govern scope, approvals, and change so responsiveness does not become free work.

Ops and workflow leads

Utilisation, resourcing, and delivery visibility tied to live work and priorities.

Finance and billing

Invoices that trace back to time, costs, approvals, and retainer rules, with clean GL mapping.

Campaign delivery leads

Keep actions, approvals, and time capture connected so WIP stays clean under pressure.

Growth and new business

Proposals and retainers that translate into governed delivery and billing rules, not interpretation.

PR and communications

One governed operating spine for

DAY ONE is the governed commercial spine for PR and comms. It connects scope, delivery, time, costs, WIP, and invoicing so retainers stay controlled and billing stays defensible.

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core features

Scoping & quoting

Standardise retainers, inclusions, rate cards, pass-through rules, and change triggers so delivery starts with clear commercial boundaries.

Delivery & time

Keep actions, approvals, and time capture connected so responsiveness stays high without losing commercial control.

Resourcing

Link demand to capacity with live utilisation and workload visibility so teams stay responsive without burning margin.

Invoicing & WIP

Invoice lines and WIP link back to source entries, approvals, and retainer rules, with GL mapping that posts cleanly to accounting.

AI & analytics

Earlier warnings on retainer burn, over-servicing, WIP risk, and billing friction, grounded in governed delivery and finance data.

outcomes

Expected

outcomes

Expected

Fewer handover surprises

Pitch to delivery stays aligned.

Pipeline to delivery clarity

Retainer load stays visible.

Higher billing discipline

Overages billed consistently.

More reliable forecasting

Profitability visible early.

Frequently Asked Questions

Can DAY ONE support fixed-fee, milestones, retainers, and T&M?

Yes. Mixed billing models are supported per engagement contract, with governed rules so WIP and invoicing stay consistent.

How does DAY ONE reduce write-offs and protect margin?

It makes over-servicing and unbilled changes visible early, with approvals and billing rules enforced in the flow.

Do we have to replace our existing delivery tools?

Not necessarily. Replace overlapping tools to simplify and cut cost, or keep what you need while DAY ONE governs billing and finance in one place.

How does invoicing trace back to time, costs, and contract rules?

Invoice lines link back to source entries plus approvals and billing rules, creating defensible billing and audit-ready WIP.

Does it work with your existing Salesforce org, or bundled if you are not using Salesforce?

Both. It works with your existing Salesforce org, or it can be bundled if you are not using Salesforce.

What size IT services firms is DAY ONE built for?

Works for all sizes, but mid-sized agencies are the sweet spot where growth outpaces structure and margin, WIP, and billing start to suffer.