For Agencies
Scale your agency without scaling your team
Turn your best delivery process into repeatable infrastructure — so every client gets your A-game, automatically.
The problem
Manual delivery is the bottleneck
Every engagement starts from scratch. Brief intake via email, delivery tracked in a shared doc, invoices sent two weeks late, and client updates that require someone to manually write them. You're running a business on tribal knowledge and hope.
Team capacity limits growth — every new client needs more headcount
Manual delivery creates inconsistent client experiences
Intake still happens over email; delivery tracked in shared docs
Invoices go out late because billing is a manual afterthought
The solution
Your process, systematized
Strata turns your delivery process into repeatable infrastructure. Define services with intake forms, attach agents to automate execution, and give every client a portal to track their work. Your best person's process becomes the default for everyone.
AI agents handle repeatable delivery — your team focuses on strategy
Clients self-serve through a branded portal, not your inbox
Invoices auto-generate the moment a job completes
Your portal looks like YOUR brand — not a third-party tool
How it works
- 1
Set up your white-label portal
Add your logo, brand colors, and custom domain. Clients see your agency — not Strata.
- 2
Define services and attach agents
Create service packages with intake forms. Attach an AI agent to handle execution automatically when a client orders.
- 3
Clients order through your portal
Clients submit intake forms directly. No back-and-forth emails. Scope is captured at the point of order.
- 4
Agent delivers — invoice auto-sent
The agent runs, produces the deliverable, and Stripe sends the invoice. You review and approve, not start from scratch.
Everything you need to scale delivery
One platform. Every step from client intake to invoice — automated.
Define once, deliver consistently — services and intake forms built in
Attach AI agents to orders so execution scales without headcount
Client portal keeps clients informed without constant emails
Team roles let you delegate without losing oversight
Invoicing and billing handled automatically through Stripe
CRM fields let you capture context on every client relationship
Get started
Ready to systematize your agency?
Set up once. Deliver consistently. Scale without adding headcount.