Long-form notes from the team building Klientele — on running a service business, getting the post-sales right, and the soft edges of service software.
Agencies run the messiest post-sales operation of any service business: briefs, approvals, retainers and invoices spread across four tools. Here's what Klientele's marketing agency template configures on day one, and what needs the Team plan.
Legal practice management software was designed for transactional billing, not for how a modern firm actually operates. Here's what Klientele configures on day one for a legal practice, and what you can change afterwards.
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