Set up your first workspace in 15 minutes
In progressPick a template, invite your team, import clients, configure your first retainer. The end-to-end onboarding path.
Practical, end-to-end guides for setting up Klientele the right way. Most are in-progress today — published as they stabilise.
Pick a template, invite your team, import clients, configure your first retainer. The end-to-end onboarding path.
When to use a curated template vs. the AI generator vs. starting blank. How to pick what's closest to your business.
CSV import patterns for tickets, clients, time entries, and invoices. Field-mapping examples for Jira, Linear, Zendesk, FreshDesk, ClickUp.
Define tickets, projects, clients, and features with your own fields — text, list, select, date, boolean, number. Required, conditional, visible per role.
Rename Ticket → Matter, Severity → Urgency, Project → Engagement. Every UI string respects your template.
Configure severity-mapped SLA windows and timezone-aware business hours so SLAs do not fire on Saturday night.
Logo, colours, sender name on outbound email. White-labelling on Agency tier and bespoke contracts.
Monthly hours @ rate = monthly fee. Rollover with caps. Auto-renew on a custom day. Multi-project retainers.
Pull from time entries, retainers, or one-off line items. PDF export. Email-send via your template.
What counts as external. Grace period. How overage is billed. When to upgrade vs. ride out the cap.
One script tag, origin-locked, brand-aware. How to customise colours, position, and trigger behaviour.
Route a dedicated email address into your workspace. Auto-tagging, attachment handling, reply threading.
A small forwarding script that posts new tickets, status changes, and breaches to your Slack channel.
Auto-transition tickets based on inactivity, severity, or custom criteria. How to write a rule that catches stale work.
How the cron-driven email digests work, what they contain, and how to opt in or out per user.
The guides above are being written in production order — most-asked first. If you need one that hasn't shipped, ask. We'll send you the working draft and credit you in the public version when it lands.
Klientele is designed to be learned by use. 14 days free, no card.