Guides for doing the work.

Pick an industry template, add your clients and take in your first request. Invite clients to the client portal so they can raise and follow their own requests. Every staff member who signs in takes a seat: one on the trial and Solo, five on Team, twenty on Agency.

The template sets the names of your records, the statuses they move through, the roles and the fields. Pick the industry closest to yours, then rename and adjust anything from Configuration.

Import open requests and ideas from a CSV file: map the columns to your fields, up to 100 rows per file, into one project at a time. Clients are added in the app or through the API.

Export invoices, payments and retainers as CSV, or download the whole workspace as one zip with a JSON and a CSV file per record type.

Add your own fields to requests, planned items, engagements, cycles, clients, retainers, invoices and time entries: text, list, number, select, date or yes/no, optionally required.

Rename records, statuses and field labels to match your team's vocabulary, on top of your industry template.

Set a response window for each severity level and see which requests are close to missing it.

Rename, clone or add roles and choose what each can do from 136 permissions. Limit members to the clients, engagements or groups they work on.

Monthly hours and fee per client, unused hours rolled over up to a cap you set, and overage added to the next invoice. Share the agreement as a link the client can view and sign.

Build an invoice from billable time, a retainer or one-off line items, with tax and discounts. Download it as a PDF, email it, or share a link the client can view and sign. Record payments against it as they arrive.

Requests that arrive through the website widget, the API or the email inbox count as external. The allowance is 50 a month on the trial, 200 on Solo, 5,000 on Team and 25,000 on Agency. The trial stops taking external requests at its limit; paid plans keep accepting them.

One script tag, locked to the origins you allow. Set the colour, position, label and which pages it shows on. Visitors can attach an annotated screenshot or a short screen recording.

Your workspace gets its own address. Each email becomes a numbered request, matched to a client by the sender, and the sender gets an auto-reply with its reference.

Send request, idea, comment, invoice, retainer and milestone events to your own systems. Every delivery is signed with HMAC-SHA256 in the X-Klientele-Signature header, and you can send a test or redeliver from settings.

Server keys reach requests, planned items, engagements, cycles, clients, comments, time entries, invoices and retainers. AI agents such as Claude connect through the hosted MCP server and sign in with your Klientele account. See the API reference for every route.

Scheduled emails with the work on your plate and how the week went. Each person turns them on or off in their own notification settings.