The answers we'd give in a sales call. On a page.

Service businesses that run ongoing client work. Eight industry templates ship today: legal, healthcare, accounting, architecture, consulting, marketing agencies, technology / IT services, and vet clinics. The same product runs all of them; the template sets the words, workflow, roles and urgency levels.

Pure product companies with no post-sales obligation. Pure e-commerce with no client relationships. Pure transactional businesses without recurring service work. If you don't have clients you need to serve over time, Klientele is over-built for you.

One person can run Klientele on the Solo plan (1 seat, 10 clients). Solo covers requests, your workflow, deliverables and the website widget. Invoicing, retainers and inviting clients to the portal start on the Team plan.

The Agency plan covers 20 seats and unlimited clients. If you need more than that, talk to us about a custom arrangement.

Yes. A law firm sees matters, not requests. A clinic sees patients, not clients. An architecture studio sees RFIs and phases. Terminology, status workflows, roles and urgency levels arrive configured for your trade — you are not renaming things yourself.

Start from the closest of the eight templates and adjust it: statuses, workflow and roles are editable, and custom fields are available on Team and above. If none fits, tell us what you do.

No. Statuses and workflow can be changed in the workflow editor, roles and permissions in Team → Roles, and custom fields on Team and above. Changing the configuration never touches your data.

The industries page shows what each template sets up. To see it working, start the 14-day free trial and pick your industry.

A first session is enough to start: pick a template, add your clients, and, on Team and above, invite your team and forward client email to your workspace's inbound address.

Yes, gradually. On Team and above, CSV import brings in open requests and ideas (up to 100 rows per file, into one project). Clients are added in the app. Most teams start new work in Klientele and let existing work finish in the old tool.

Every plan gets the guides and email support. For help with a larger move, get in touch.

Every feature, capped at trial limits (1 seat, 10 clients, 50 external requests a month) for 14 days. The point is to evaluate the platform end-to-end before you commit.

Klientele is hosted in India on infrastructure run by Codefree, and connections to it are encrypted. Each workspace's data is kept separate.

No. Klientele holds no SOC 2, HIPAA or other certification. What it has: role-based access control on every plan, and on the Agency plan a tamper-evident audit log kept for the retention period your industry template sets (7 years for legal and accounting, 10 for architecture).

Only your invited team and clients, according to their role and data scope. When Codefree staff act in your workspace for support, those actions are recorded in the audit trail under the staff member's own account. We don't train AI models on your data.

Yes, at any time, on every plan: a full workspace export (JSON and CSV), CSV exports of invoices, payments and retainers, and PDFs of invoices.

Email-to-request (forward client email to your workspace address; Team and above). A website widget where clients send a request with an annotated screenshot or a short screen recording. Public REST API and an MCP server (Team and above). Signed webhooks. Web push notifications. CSV import and export. There are no named third-party integrations such as Slack, Zapier, accounting software or EHRs.

No. There is no Slack integration. You can send Klientele's signed webhooks to your own endpoint and forward them to Slack yourself.

Yes, on Team and above, with a workspace API key. AI assistants connect to the MCP server by signing in with your Klientele account, or with the same key. API docs.

We're an India-first business, so plans are priced in INR, with tax included. International customers can pay in INR with an international card. Your own invoices to clients can be in other currencies.

If you need more than the Agency plan covers, get in touch via sales.

Seats and clients are hard limits per plan — you'll see a clear upgrade prompt before you hit either. On paid plans the external-request cap is soft: we keep accepting requests and bill an overage at the end of the cycle. During the trial, requests stop at the cap until you choose a plan.