A change or issue on existing work
RFI
A question from site or the contractor that needs a drawing answer.
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.
Published findings, not vendor claims. Each figure names its source.
Average time overrun on monitored central-sector infrastructure projects — 831 of 1,817 running late.
Ministry of Statistics and Programme Implementation, Government of India · Flash Report, May 2024
Cost overrun against original sanctioned cost across 458 delayed projects — ₹5,71,081 crore.
Ministry of Statistics and Programme Implementation, Government of India · Flash Report, May 2024
Of projects delivered on time, down from 80.2% in 2021 — while project overrun rose 18% year on year.
SPI Research · 2025 Professional Services Maturity Benchmark (403 firms)
Every RFI 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.
An RFI emailed to one architect. A site query raised on a call. A change agreed verbally. Three commitments, three places, one that becomes a claim.
Your practice gets its own intake address and a client portal — an RFI arrives and it exists, matched to the owner by their email domain and acknowledged with a reference. Or the Building Owner raises it in the portal. Same queue, same record.
Each new RFI is assigned as it arrives: by the rules you set, to the person who looks after that owner, or in turn around the team. Anything no rule matches waits in the queue, and intake is told.
A question from site or the contractor that needs a drawing answer.
A change to scope that has to be priced and approved by the owner before it is built.
Both sit in one numbered queue. Your owners raise either from the portal; your team raises them from anywhere. Email intake and the API are on Team and Agency. Open RFIs and change orders come across from a spreadsheet, up to 100 rows per import, on Team and Agency.
Needs before entering: Assignee, Drawing Reference
Needs before entering: Resolution notes
Logged → Resolved
“An issue must be reviewed and worked before it is resolved.”
The words your team sees when they try it.
Runs the practice. Full access.
Owns projects, phases, RFIs and change orders.
Produces drawings, answers RFIs, logs hours. cannot raise a change order.
Owns invoicing, service agreements and addresses.
Read-only access for external review.
Switch on slicing for a role and its members see only the offices, owners or projects you assign them, enforced on the server, not hidden by a filter.
Keep a named person away from any owner: 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 a project when its budget is running out, its end date is close, or a submittal or billing milestone comes due. Each warning is sent once per crossing, not every morning.
Half the interruptions in a working week are owners asking where things stand. Give each Building Owner their own login, and let the portal answer.
They raise an RFI with the drawing attached, and see when it is waiting on them.
Submittals 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 RFI, their invoices, and a monthly recap of the work done. When they reply to one of your emails, the reply lands on the same RFI.
Fee by phase and milestone. When the Building Owner accepts a milestone in the portal, that phase’s invoice is drafted for you.
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 RFI 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 owners. 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 owners. 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 owners, plus a tamper-evident audit log kept for ten years: the record your profession expects.
Agency · ₹29,999/moFive seats: Architect, Drafter and Project Administrator each take one, as does anyone else on staff who signs in; client logins don’t. 50 owners, 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 RFI through it. Prices include GST.
Bring your open RFIs and change orders 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 RFI keeps its own history of who changed what. On Agency, a tamper-evident audit log is kept for ten years. A Building Owner sees only their own projects.
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.