Eight industries, each hand-tuned. Terminology, workflow, roles, urgency tiers and audit retention — already set the way your business works. Rename statuses, reorder steps and edit roles from day one.
Each one hand-tuned by our team, from the words on the buttons to the roles on your team. Pick one at signup — then adjust it as you go.
Matters, matter tasks, retainers and statements of account.
Patients, care tasks, care episodes and bills.
Briefs, production cycles, account retainers and invoices.
Engagements, action items, billable hours and invoices.
Tickets, feature requests, sprints and SLA breach alerts.
Owners, visit tasks, cases and bills.
Client requests, engagements, filing cycles and invoices.
RFIs, change orders, phases and milestone billing.
Klientele templates don't just rename things. They configure seven layers, from the words on the buttons to who on your team can do what.
The words your team already uses, everywhere in the product.
How the work actually moves, and which moves are refused.
Named for your practice, so the queue sorts the way you think.
Required before work moves on, without building a form first.
Who can do what, in the titles your team already has.
What your client is called, and the login they get.
Kept as long as your profession expects (audit log on Agency).
Labels across the product follow the template, from the words on buttons to the subject lines on client email.
Status sequences match how the work actually moves, and the product refuses a move the workflow does not allow, with the reason in plain words.
Urgency levels named for your industry, so the queue sorts the way your team already thinks about work.
Details that must be filled in before work can enter a stage — captured on the record, without building a form first.
The roles your trade actually uses, each with its own permissions, plus the role your clients sign in with. Edit any of them under Team → Roles.
What your client is called, what their portal role is called, and the voice of the email they receive.
How long the tamper-evident audit log is kept, set to what your profession expects. The audit log is on the Agency plan.
Yes, much of it. Statuses and transitions are edited in the workflow editor, roles and their permissions under Team → Roles, and custom fields in settings (defining new fields is on Team and Agency). The template is a starting point, not a constraint.
No. The product enforces the order of your workflow — a move it does not allow is refused, with the reason in plain words. Which steps exist, what they are called and the order they run in are yours to change in the workflow editor.
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.
Not today. Tax is set up in billing settings, separately from the template: you enable the GST, VAT or sales-tax profiles you need, and 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 — your rates and 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. Rename statuses, edit roles, add fields. Cancel any time.