A change or issue on existing work
Brief
A revision, a resize, a fix to something already live.
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.
Published findings, not vendor claims. Each figure names its source.
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)
Sitting in filed delayed-payment claims from small enterprises in India — across 1,11,964 cases.
Ministry of MSME, Government of India · MSME Samadhaan portal · accessed July 2026
The statutory payment window in India. Past it, your client owes interest — if anyone is tracking the date.
MSMED Act 2006, sections 15–16
Every brief 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 brief in someone’s inbox. A change request on a call. A revision agreed on a thread nobody else can see. Three briefs, three places, one of them unbilled.
Your agency gets its own intake address, a portal, and a request button for your website — a brief arrives and it exists, matched to the client by their email domain and acknowledged with a reference. Same queue, same clock.
Each new brief 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 revision, a resize, a fix to something already live.
A new campaign idea to pitch and get approved before production 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 briefs and campaign proposals come across from a spreadsheet, up to 100 rows per import, on Team and Agency.
Needs before entering: Client
Needs before entering: Delivered On
Briefed → Delivered
“Work must be produced and reviewed before delivery.”
The words your team sees when they try it.
Runs the agency. Full access.
Owns the client relationship and its billing — accounts, briefs, retainers, invoices.
Shapes campaign proposals and production cycles. No billing.
Executes briefs and uploads work. Cannot change an account or a proposal.
Read-only access for oversight and reporting.
Switch on slicing for a role and its members see only the pods, clients or accounts you assign them, enforced on the server, not hidden by a filter.
Keep a named person away from any client: they stop seeing it in every list, search and report.
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 account when its budget is running out, its end date is close, or an asset 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 brief or pitch a campaign proposal from the portal, and see where each one stands.
Assets 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 brief, their invoices, and a monthly recap of what was delivered and the hours billed. When they reply to one of your emails, the reply lands on the same brief.
Retainers that count their own hours, overage carried to the next invoice, and every hour logged on the account ready to bill.
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 brief 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 a year: the record your profession expects.
Agency · ₹29,999/moFive seats: Account Manager, Strategist and Creative 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 brief through it. Prices include GST.
Bring your open briefs and campaign 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 agency’s data is fully isolated, and every brief keeps its own history of who changed what. A Client login sees only its own briefs, assets and invoices, never another client’s.
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.