Reconcile April retainer · Northwind Studios
Hours logged across Toggl and Klientele are off by 4.5h. Pull the variance, attribute, and credit/draw against May.
- Assignee
- A. Mehta
- Due
- 22 May
- Estimated
- 3.5 h
- Logged
- 2.0 h
A post-sales platform for service businesses — legal, healthcare, agencies, consulting, SaaS support. Configure your workspace in minutes with AI-generated industry templates. From ticket to invoice, on one operating layer.
Once a client signs, the real work begins. Requests come from every direction — email, calls, forms, Slack. Hours get logged in one tool, billed from another. Retainers leak. SLAs slip. Reports are exported by hand. You stitch four tools together and call it a system. It isn't.
Tools the average service team duct-tapes together
Retainer hours that go unbilled because tracking is fragmented
Client interactions that never make it into a system of record
Klientele is built around the work that happens after the sale closes. Each pillar earns its place — nothing extra, nothing missing.
Every request, every channel — tickets, feature ideas, email, widget, API. One inbox, one source of truth.
02 / EXECUTIONSprints, projects, weekly capacity. Plan honestly. Ship predictably. Stop over-committing your team.
03 / DELIVERYTime tracked. Retainers reconciled. Invoices generated. The path from logged hour to paid bill, on autopilot.
04 / VISIBILITYDashboards for every seat — CEO, CFO, CTO, ops, individual contributor. Real-time. Role-aware. Audit-ready.
05 / CONFIGURATIONIndustry templates that speak your language. Custom fields, SLAs, terminology. Built for your business on day one.
Severity, status, owner, time, sprint, audit trail — composed into one record. Not buried across four tools.
Hours logged across Toggl and Klientele are off by 4.5h. Pull the variance, attribute, and credit/draw against May.
Klientele ships with pre-built templates for six industries — and an AI that builds custom templates for any vertical we haven't named yet. Terminology, workflows, SLAs, audit retention, and dashboard widgets are pre-configured.
7-year audit log retention by default. Integrity-hashed chain prevents tampering. Role-based access from partner to paralegal.
Explore Legal →Describe your business. Our AI builds a custom template in under a minute. Refine it, then carry it into your workspace.
Generate a custom template →Custom fields, status workflows, SLA rules, branding, role permissions. Templates are starting points, not cages.
See configuration →Klientele was built inside Codefree Systems & Technologies and has run our entire client operation for over a year. The first external workspaces opened in 2026 — the ones below are early customers across three industries.
“We use Klientele to run Codefree itself — every ticket, every retainer, every invoice flows through it. Twelve months in, we've closed the four tools we used to stitch together and our utilisation went from guess-by-Friday to exact-by-Monday.”
“The intake form alone changed our practice. New matters come in pre-tagged with jurisdiction, severity, and SLA. Our paralegals stopped triaging email and started practising law.”
“Retainers were our biggest leak — hours logged in Toggl, billed in QuickBooks, reconciled in spreadsheets. Klientele closed the loop. We recovered 11% of retainer hours in the first quarter.”
“We replaced our service desk with Klientele's widget and API. Customer-facing tickets feed straight into the same queue our engineering team works from. The feedback loop is one tool now.”
Every client deserves to feel like the only client. Every team deserves to ship like a flagship. The software that runs the post-sale should make both possible — without standing in the way of either.
Start with a free 14-day trial. Pick a template, invite your team, plug in your clients. Be operating on day one. Cancel any time — but you won't want to.