A change or issue on existing work
Client Request
A missing document, a query on the books, a correction to last month’s figures.
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.
Published findings, not vendor claims. Each figure names its source.
Active GST registrations in India — each one a filing calendar somebody has to keep.
Goods and Services Tax Network · GST statistics, as of 30 April 2025
The statutory payment window in India. Past it, your client owes interest — if anyone is tracking the date.
MSMED Act 2006, sections 15–16
Average billable utilisation across professional-services firms — down from 73.2% in 2021. The rest is absorbed by coordination.
SPI Research · 2025 Professional Services Maturity Benchmark (403 firms)
Every client request follows the stages your practice already uses, in your words. A step cannot be skipped, a stage cannot be entered with its details missing, and each role does only its own part.
A document emailed to one partner. A query raised on a call. A request for last year’s books sitting in a personal inbox. Three client requests, three places, one deadline missed.
Your practice gets its own intake address and a client portal — a request arrives and it exists, matched to the client by their email domain and acknowledged with a reference. Same queue, same clock.
Each new client request is assigned as it arrives: by the rules you set, to the person who looks after that client, or in turn around the team. Anything no rule matches waits in the queue, and intake is told.
A missing document, a query on the books, a correction to last month’s figures.
A new service the client wants scoped and priced before anyone starts.
Both sit in one numbered queue. Your clients raise either from the portal; your team raises them from anywhere. Email intake and the API are on Team and Agency. Open client requests and engagement proposals come across from a spreadsheet, up to 100 rows per import, on Team and Agency.
Needs before entering: Client, Engagement Type
Needs before entering: Filing Confirmation, Filed On
Intake → Filed
“A return cannot be filed before review and client approval.”
The words your team sees when they try it.
Runs the firm. Full access.
Owns engagements and filing cycles. Confidentiality wall: sees only the clients they are assigned to.
Records client requests and billable hours. No engagement reshaping. Confidentiality wall: sees only the clients they are assigned to.
Independent review. Reads everything on an engagement and signs off deliverables — the only internal role that accepts. Confidentiality wall: sees only the clients they are assigned to.
Runs firm administration and billing. No engagement work, and cannot sign off a review. Firm-wide: sees every client.
Read-only access for external audit. Firm-wide: sees every client.
Switch on slicing for a role and its members see only the offices, clients or engagements you assign them, enforced on the server, not hidden by a filter.
New workspaces put the Accountant, Bookkeeper and Reviewer roles behind a wall: they see only the clients they are assigned to. You can also keep a named person away from any client.
Every role is a set of permissions you can edit under Team → Roles, and Klientele will not let a change lock the last person who manages roles out of the workspace.
A daily check tells the lead on an engagement when its budget is running out, its end date is close, or a filing or billing milestone comes due. Each warning is sent once per crossing, not every morning.
Half the interruptions in a working week are clients asking where things stand. Give each Client their own login, and let the portal answer.
They raise a client request, upload the documents you asked for straight onto it, and see which stage it has reached.
Filings waiting on them: they accept, or request changes with a note and files. Every round stays on the record.
Where you bill in stages, let them approve each milestone in the portal: approving it drafts that milestone’s invoice (Team and Agency).
The shared conversation on each client request, their invoices, and a monthly recap of the work done. When they reply to one of your emails, the reply lands on the same client request.
Retainers for the books, fixed fees for returns and billable hours for everything else — on one invoice, from the same record the work was done on.
Retainers start on Team. Every plan covers the queue, deliverables, time tracking and invoicing.
You won't migrate to a 'real' system later. The one you start on is the one that scales.
Every client request numbered in one queue, a request button on your website, deliverables, a full export of your data and invoices, without an office manager. One seat, 10 clients. Retainers that count their own hours, the intake email address, weekly capacity plans and custom fields start on Team.
Solo · ₹3,999/moFive seats and 50 clients. Retainers that count their own hours, the intake email address, weekly capacity plans and custom fields, in one place instead of one person’s memory.
Team · ₹11,999/moUp to 20 seats and unlimited clients, plus a tamper-evident audit log kept for seven years: the record your profession expects.
Agency · ₹29,999/moFive seats: Accountant, Bookkeeper, Reviewer and Practice Manager each take one, as does anyone else on staff who signs in; client logins don’t. 50 clients, plus retainers that count their own hours, the intake email address, weekly capacity plans and custom fields. 14 days with everything unlocked: decide after you have run a real client request through it. Prices include GST.
Bring your open client requests and engagement proposals across by spreadsheet import (Team and Agency, up to 100 rows at a time). Because the vocabulary and workflow are already right, your team is not learning a new mental model — and the trial unlocks everything, so you prove it before you commit.
Each practice’s data is fully isolated, and every record keeps its own history of who changed what. On Agency, a tamper-evident audit log is kept for seven years. A Client sees only their own client requests and invoices.
Good — Klientele conforms to it. Rename stages, reorder them and edit roles in the workflow editor and under Team → Roles. It starts with a sensible default for your trade and gets out of your way.
Start smaller and grow into the rest without ever changing systems. The trial has everything on, so you can feel the ceiling before you pay for it.
Request to invoice, end to end, in an afternoon. Fourteen days, everything unlocked, no card.