WorkSwarm for Marketing Agencies

Every client, every deliverable, one workspace.

Humans and AI agents working side-by-side for Account Director, Agency Founder teams.

Compliance & Security

Recommended: WorkSwarm Cloud

Your client confidentiality meets your client's compliance footprint. WorkSwarm supports per-client workspace isolation (a separate keyspace, separate audit stream, separate retention policy per client), DPDP Act for personal data, IT Rules 2021 for content moderation, and DPA pass-through to upstream clients. When your client requires SOC 2 evidence, we provide it through your workspace.

DPDP Act 2023IT Rules 2021SOC 2
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Your data, your network

Privileged matter stays in the firm. We come to it.

For Marketing Agencies practices, signed contracts, deal terms, and IP filings stay in your DMS under attorney client privilege. Workswarm sees clause types and redline drafts only.

Firm's Document VaultPrivileged. Audit logged.DMSiManage or NetDocumentsSigned contractsMatter FilesClient identities, deal termsClause Extractor SLMRuns in firm's tenant.Trained on firm's precedents.MCP TunnelOutbound only.Firm holds the keys.PRIVILEGED MATERIAL DOES NOT EXITMETADATA AND DRAFTSCarries clause types and redline suggestionsWorkswarm Legal WorkspacePer firm tenant. Adapter encrypted with firm KMS.MatterOrchestratorLegal SLMTrained on firm's ownprecedents, in firm's voicePer firm LoRA adapterRedline,Renewal TrackerDrafts review notesPrivilege Preserving AuditDocuments stay by reference. Metadata and drafts logged.Managing partner can delete the workspace any time.PRIVILEGE SAFE

Never leaves your side

  • Full text of signed contracts and matter files
  • Client identities and counterparty names
  • Deal terms, valuations, IP filings
  • Internal partner notes and strategy memos

Crosses, encrypted

  • Clause types and document classifications
  • Redline suggestions in the firm's house style
  • Renewal alerts (matter ID and a relative date)
  • Workspace audit metadata

What Workswarm does

  • Routes the request through the firm's matter workflow
  • Calls per firm SLM trained on firm's precedents
  • Returns redline drafts the lawyer can accept or modify
  • Never stores contracts. Stores matter level metadata only.
OK
Compliance picture. Attorney client privilege preserved because privileged material never crosses the firm's perimeter. State bar and bar council confidentiality rules met. ISO 27001 controls match. GDPR processor obligations are minimized by design.
Firm document vaultMetadata only tunnel trafficWorkswarm Legal WorkspacePrivileged perimeter
See the full architecture

Also relevant for Marketing Agencies

Tally Prime on a local Windows PC. Tally data stays on the device per existing IT policy. DPDP Act 2023 is satisfied because no personal data is exported off the device without explicit consent on every action. Disconnect the tunnel any time and Tally keeps working normally.

See Tally Prime architecture
See full architecture
Use cases

Workflows for this industry

1 live demo · 9 coming soon

Live

Client Campaign Delivery

12 campaigns delivered on time, ROAS up 3.2x average

Coming

Client Reporting Sprint

40 client reports generated in 2 hours, not 3 days

Coming

Scope Change Management

Scope creep reduced 60%, client approval in 4 hours

Coming

Creative Brief Orchestration

Brief to approved creative in 48 hours, 3 revision cycles eliminated

Coming

New Client Onboarding

Client onboarding from 14 days to 3 days, NPS 4.8

Coming

Media Buying Optimization

Ad spend waste reduced 28%, CPL down 34%

Coming

Retainer Renewal Sprint

92% retainer renewal, 18% average upsell

Coming

Pitch Deck Assembly

Pitch deck from brief in 4 hours, win rate up 22%

Coming

Freelancer Coordination

40 freelancers coordinated, deliverables on time 96%

Coming

Agency Compliance Audit

DPDP + IT Rules compliance achieved in 14 days

Join the Marketing Agencies waitlist

Be first to run your account director workflows with WorkSwarm. Early access for Marketing Agencies teams opens soon.

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