Eight industries, each hand-tuned end to end. Terminology, workflow, response commitments, billing model, and compliance retention — already set the way your business works. Override any of it.
Each one hand-tuned by our team, from the words on the buttons to the tax treatment on the invoice. Pick one at signup — and change anything, any time.
Matters, intake, retainers, billing — under one roof.
Patient intake, care coordination, compliant audit trails.
Tickets, sprints, retainers, invoices — for every client.
Project execution, billable hours, executive visibility.
Ticket queues, SLAs, customer feedback loops.
Service requests, follow-ups, owner communication.
Client requests, filing deadlines, engagement billing.
RFIs, change orders, milestone billing, site records.
Klientele templates don't just rename things. They configure six layers, from the words on the buttons to the tax treatment on the invoice.
The words your team already uses, everywhere in the product.
How the work actually moves, and which steps cannot be skipped.
What you promise clients, tracked against the clock.
Captured on every matter, without building a form first.
How you charge and how tax is applied, correct on day one.
What your regulator expects, on by default.
Every label in the product follows the template — 65 of them, from the words on buttons to the subject lines on client email.
Status sequences match how the work actually moves, and the product refuses transitions that skip a step that protects you.
Urgency tiers named for your industry, each with the response window your clients expect. Business-hours aware, so nothing fires at 3am.
Increment, payment terms, late-fee policy and pay models — set to how your industry actually charges.
GST handled properly — CGST/SGST intra-state, IGST inter-state, TDS withholding and reverse charge — plus the record retention your regulator expects.
What your client sees, and what stays private. Your branding on the portal, your sender name on outbound email.
Yes — all of it. Terminology, statuses, response commitments, custom fields, billing terms and automations are editable from settings on day one. The template is a starting point, not a constraint. You can also apply a different industry template later; your data is preserved and only configuration changes.
No. The one thing the product does enforce is the order of your own workflow — a step you have marked as required cannot be skipped. Which steps exist, what they are called and what they require is entirely yours to set.
Pick the closest fit and adapt it — most service businesses share the same underlying shape of intake, work, delivery and billing. If none of them fit, talk to us: we author templates for verticals our customers actually operate in.
It sets the default. Every template ships with both Indian GST profiles (CGST/SGST intra-state, IGST inter-state, at each slab) and sales-tax profiles, so a workspace can bill either. Individual clients and invoices can override the default — useful for a client in another state or another country.
Pick your industry at signup and the workspace is configured before you invite anyone. There is a short checklist afterwards — practice areas, your rate matrix, and connecting anything you already use — but nothing blocks you from running a real piece of work on day one.
Every template carries straight into a free 14-day trial. Refine anything, override everything. Cancel any time.