Klientele ships with curated templates for eight industries: legal, healthcare, accounting, architecture, consulting, agencies, technology and veterinary practice. Pick the one closest to your business and start operating today.
Klientele runs the matter and the money in one place — so every matter task follows your process, hours reach the statement of account, and overdue accounts chase themselves. Configured for legal practice the day you sign up.
Klientele runs the care episode and the billing in one place — every follow-up is a care task on one board with its due date, and bills go out the day the work is done. It sits beside your clinical records, not in place of them.
Klientele runs the account and the money in one place — so hours reach the invoice, retainers honour the contract, and overdue accounts chase themselves. Configured for agency work on day one.
Klientele runs the engagement and the money in one place — so consultant time reaches the invoice, retainers honour the contract, and the Client signs off deliverables in a portal. Configured for consulting on day one.
For software and IT service companies that support and build for clients. Every client’s tickets and feature requests in one numbered queue — from your portal, email, a widget on your site or your API — worked through sprints and billed from the hours logged.
Klientele runs the case and the billing in one place — so every visit moves from booked to discharged on one board, and the bill is raised before the pet goes home. Configured for veterinary practice on day one.
Klientele runs the engagement and the money in one place — so document chasing is tracked, filing deadlines do not slip, and hours reach the invoice. Configured for practice on day one.
Klientele runs the project and the money in one place — so every RFI is tracked to an owner, submittals do not stall, and milestone billing follows the work. Configured for practice on day one.
Most service businesses share the same shape: intake, work, delivery and billing. Pick the nearest of the eight, then rename its statuses and roles to match how you work.
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