Delivery signal
Overdue deliverables and slipping stages count against the score automatically.
Client health
Client health software that flags risk before the renewal conversation.
OthFlow scores every account from overdue deliverables, open concerns, and invoice status, so managers see which clients need attention this week, not just at renewal.
OthFlow
Retainer workspace
Health score: 64Open concernOverdue deliveryInvoice follow-up
What this page solves
Built to replace the gut-feeling client review with an actual signal.
Why it matters
Client health usually lives in someone's head, not a system.
Managers can sense when an account feels shaky, but that instinct does not scale past a handful of clients, and it is invisible to everyone else on the team.
01
Renewal risk is discovered in the renewal conversation, not before it.
02
Overdue work, quiet clients, and unpaid invoices are reviewed in three different places.
03
New managers inherit accounts with no written history of what has already gone wrong.
What OthFlow does
What the health score actually tracks
Relationship signal
Unanswered concerns and quiet accounts are surfaced before they become a complaint.
Billing signal
Overdue invoices and payment follow-ups feed into the same score as delivery and concerns.
Retainer workflow
A weekly health review, not a quarterly guess
Score updates automatically
Delivery, concerns, and billing events adjust the score without manual input.
Review the watch list
Start the week with accounts below the healthy threshold, sorted by risk.
Act on the reason, not the number
Each score links to the overdue item, concern, or invoice driving it.
Track the trend
See whether an account is recovering or sliding before the next renewal.
Questions
Questions about client health software for agencies.
How is this different from client management software?+
SEO client management software is the full account record — contacts, deliverables, notes, and history. Client Health is one signal inside that record: a score built from delivery, concerns, and billing, so it can be reviewed on its own each week.
What actually moves the score?+
Overdue deliverables, unanswered client concerns, and overdue invoices. Nothing subjective — every point on the score traces back to a specific item.
Can I see why an account's score dropped?+
Yes. The score is never just a number; it links straight to the overdue work, concern, or invoice behind it.
Build the agency workflow around the work clients pay for.
Start with OthFlow while the product is close to the agencies shaping it.