Klientele starts where the sale ends: the engagement signed, the advance paid, the patient registered. Take in every request, run the work your way, keep the client in the loop, get paid and see how the practice is doing. Configured for law firms, healthcare practices, accounting firms, architecture firms, consultancies, marketing agencies, technology and IT services, and vet clinics.
Can't enter Active until Client, Matter and Assignee are filled in.
Every firm does the same five things once a client signs. Klientele runs all five in your trade's words, on a template built for it.
Every request in one numbered queue, however the client sends it: the portal, email, a button on your own website, or your other tools.
Two kinds of request in every trade: a change to existing work and something new. A law firm takes in a Matter Task and a Strategy Memo, each numbered on arrival.
Your process, built in: your trade's stages, the moves your workflow refuses (with the reason shown), and the details required before work moves on.
An architecture firm's RFI can't jump from Logged to Resolved. The reason shown: “An issue must be reviewed and worked before it is resolved.”
A portal for each client: their open work, what they owe, their retainer balance and what is waiting on them. Client logins never take a seat.
A Building Owner accepts a milestone in the portal, and that phase’s invoice is drafted for you to review.
Billable time becomes invoice lines that lock once billed. Retainers, fixed fees, milestones and deposits. Reminders before and after the due date. GST, VAT or sales-tax profiles you enable.
A fixed-price retainer carries unused hours forward up to its cap and puts any overage on the next invoice.
A daily digest, a Monday summary, a practice dashboard and a commitments-met report. A full history on every record.
Export the whole workspace in one click, on every plan. Your data leaves with you.
Your industry template sets the nouns, the workflow, the roles and the urgency tiers. Edit statuses, roles and 136 permissions, and slice access by client, project or office, clinic or studio.
Clients want three answers: where is it, what do you need from me, and what do I owe. The portal gives all three, and their sign-off moves the work and the money.
Their open work, what they owe, their retainer balance, what is waiting on them and who their contact is. Client logins never take a seat.
Clients approve deliverables. Accepting a milestone drafts that phase’s invoice for you to review.
Open the portal as any client before you invite them, read-only.
Invoices and retainer agreements open from a link and are signed off with a typed name. You see when they were viewed.
Accepting drafts this phase’s invoice for the firm to review.
An architecture firm's portal: the client signs in as a Building Owner. Client invites and invoicing are on Team and Agency.
Pick your industry at sign-up. Its template sets the nouns, the workflow, the roles, the urgency tiers and how long the record is kept. Everything below is editable.
Under each one, the two kinds of request that trade takes in: a change to existing work, and something new.
Matter Tasks · Strategy Memos
Care Tasks · Care Plans
Briefs · Campaign Proposals
Action Items · Strategic Initiatives
Tickets · Feature Requests
Visit Tasks · Treatment Plans
Client Requests · Engagement Proposals
RFIs · Change Orders
Not listed? Start from the closest template and adjust its statuses and roles, or tell us about your trade.
Klientele is built by Codefree Systems & Technologies, which has run its own client operation on it for over a year. The first external workspaces opened in 2026. The quotes below are from early customers who asked us not to name them.
“We use Klientele to run Codefree itself — every request, every retainer, every invoice flows through it. More than a year in, we've closed the four tools we used to stitch together.”
“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 one tool, billed from another, reconciled in spreadsheets. Klientele closed the loop.”
“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.”
Seats are your staff. Invoicing and retainers start on Team.
Pick your industry, add your first client and take your first request. Cancel any time.
Requests, your workflow, the website widget, client portal, invoices and payments, and a full data export.
Adds team seats, retainers, email-in, the API and weekly capacity.
Everything in Team, plus the tamper-evident audit log.
14-day trial with every feature on one seat, no card. Prices shown exclude any local taxes that may apply. Billing is in INR today.