Built by Emerald Beacon to run its own client work

Private beta for agencies

Run every client from one helm.

Tasks, scorecards, weekly meetings, meeting notes and client updates in one app. Your clients see progress without having to ask.

Free to join. No credit card. Watch the tour

Client HQ
Emerald Helm's client HQ: a client's services, open issues, scorecard and tasks due this week (client names blurred)

See the whole helm in 70 seconds.

Client wall, client HQ, scorecard, recorded meetings, video updates and the client portal, in the real app.

Product tour
Client names and numbers in the tour are sample data.

Agencies rarely sink in one storm.
They take on water one leak at a time.

Tasks in one app, videos in another, notes in a doc, the scorecard in a spreadsheet. Emerald Helm puts each client in one place.

  • Task managerLists, boards and calendar
  • Scorecard spreadsheetScorecard, rocks and issues
  • Meeting recorderNotes that file their own to-dos
  • Screen recorderVideo updates with summaries
  • Status reportsA live client portal

000°The Fleet

Every client on one wall.

See every client's health, work and scorecard at a glance. Click one to open its HQ.

  • Health is automatic. Overdue work or an off-track scorecard turns the card amber or red.
  • Filter in one click by stage, off-track clients, or the accounts you lead.
Clients
The client wall: every client's health, services, open and overdue tasks, and scorecard status (client names blurred)

090°The Bridge

Run every client's weekly meeting without a second app.

Each client has a scorecard, rocks and issues, plus a guided weekly meeting that ends on time.

  • Scorecard. 13 weeks of numbers. Each turns green or red against its goal.
  • Rocks. Quarterly goals with an owner, a date and a status.
  • Issues. Rank the top three. Solving one creates the to-do.
  • Meeting mode. Timed steps, with the right numbers on screen.
Scorecard
A client's weekly scorecard: 13 weeks of numbers, each green or red against its goal (client name and revenue blurred)

180°Captain's Log

Record the meeting. The follow-ups file themselves.

Record in the room or on Zoom, Teams, Meet or Slack. No bot joins. When you stop, Emerald Helm names the speakers, writes the summary and updates the client's plan.

  • To-dos, rocks, issues and numbers are filed for you. Each one can be undone.
  • Ask the meeting a question. Answers link to the exact moment.
  • Up to four hours per recording, saved as you go.
Recorded meeting
A recorded weekly meeting with speakers, an Ask AI panel and the updates it added to the client's plan, each with an undo button (client details blurred)

225°Signal

Walk clients through the work on video.

Record your screen with your camera in a bubble and send the link. Emerald Helm adds a transcript, captions, a summary and chapters.

  • Up to 45 minutes per video, filed under the client.
  • Shows up on the client's portal, or share it with its own link.
Video
A recorded video with a camera bubble, a timestamped transcript, an AI summary and a share link

270°The Harbor

Give clients a window, not a login.

Turn on a client's portal and send one link. They see their tasks, scorecard, rocks and videos, always up to date.

  • Internal notes stay internal. Clients never see who's assigned or your activity history.
  • Add a passcode when a link needs to travel.
Client portal
The client portal a client sees: items waiting on them, work in progress and recent activity (client name blurred)

315°Rigging

And the everyday work, handled properly.

Under every client sits a full task system, sorted by service.

Spaces, folders and lists

Each client is a space. Each service is a folder with its own lists.

List, board and calendar

The same work three ways, with your own statuses.

Tasks with everything attached

Subtasks, checklists, files, comments and a full history.

Permissions that make sense

Edit, comment or view only. Private spaces for internal work.

Built in an agency's engine room.

Emerald Helm was built by Emerald Beacon to run its own clients. Every feature started as a real problem: lost meeting notes, clients asking for updates, a scorecard stuck in a spreadsheet.

Questions, answered.

Who is Emerald Helm for?

Agencies that run ongoing work for clients: marketing, SEO, ads, web, content and social. It's built for small and mid-size teams.

Does a bot join my calls?

No. You record from your browser. For a video call, you share the call's tab or your screen audio, and nobody else has to install anything.

What can my clients see?

Only what you share: their tasks, scorecard, rocks, videos and the meetings you choose. Never your internal comments, activity history or who's assigned. You can add a passcode to any link.

Do I have to run a weekly meeting or a scorecard?

No. Use the parts you need. Tasks, videos and the client portal work on their own.

Which browsers work?

Any modern browser. Recording videos and meetings works best in Chrome or Edge.

How do I get in?

Join the beta with your work email. We send invites as places open, and we'll email you when yours is ready.

Take the helm.

Emerald Helm is in private beta. Join with your work email and we'll send your invite as places open.

We only email you about the beta.
Rather see it first? Book a demo

Join the beta