A change or issue on existing work
Action Item
A follow-up from the steering meeting, an analysis to rerun, a question on a draft.
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.
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)
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)
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 action item 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 request raised on a client call. A scope change agreed over email. An action item in someone’s notebook. Three commitments, three places, one forgotten.
Your firm gets its own intake address and a client portal — a request arrives and the action item exists, matched to the client by their email domain and acknowledged with a reference. Same queue, same clock.
Each new action item 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 follow-up from the steering meeting, an analysis to rerun, a question on a draft.
A new initiative the sponsor wants explored before it becomes work.
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 action items and strategic initiatives come across from a spreadsheet, up to 100 rows per import, on Team and Agency.
Needs before entering: Assignee
Needs before entering: Delivered On, Sponsor Acceptance
Captured → Delivered
“An engagement must be analysed and drafted before delivery.”
The words your team sees when they try it.
Runs the firm. Full access.
Delivers engagements and workstreams. Confidentiality wall: sees only the clients they are assigned to.
Supports delivery: action items, research, billable hours. Confidentiality wall: sees only the clients they are assigned to.
Owns the commercials of an engagement — rates, invoices, retainers — and the client relationship. Confidentiality wall: sees only the clients they are assigned to.
Read-only access for oversight and QA. 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 Consultant, Analyst and Engagement Manager 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 deliverable 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 an action item or propose a strategic initiative, and follow both through your stages.
Deliverables 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 action item, their invoices, and a monthly recap of what was resolved and the hours billed. When they reply to one of your emails, the reply lands on the same action item.
Retainers, milestones and billable hours on one engagement. When the Client accepts a milestone, that milestone’s invoice is drafted — no one has to remember to raise it.
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 action item 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 five years: the record your profession expects.
Agency · ₹29,999/moFive seats: Consultant, Analyst and Engagement 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 action item through it. Prices include GST.
Bring your open action items and strategic initiatives 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 firm’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 five years.
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.