A client portal for agencies and freelancers

Every client. Every job. One shared view.

Cliently puts your clients' quotes, jobs, hours, files and invoices in one place that you and your client both see. No more "where's my job up to?" emails.

Ask for a walkthrough See how it works

Built by a working agency for its own clients.

In progress 2

Spring menu redesignDue Fri 16 Oct
Brand video, cut 2Due Tue 20 Oct

Awaiting you 1

Shopfront signage proofNeeds your approval Approve

Completed 1

Business cards x500Final files ready Download Final Files

Your work is scattered. Your clients can tell.

  • Quotes sit in someone's inbox, waiting for a yes.Quotes accepted from a link
  • Status lives in email threads.Jobs on a shared board
  • Hours live in a spreadsheet.Time logged against each job
  • Invoices get rebuilt from memory at the end of the month.Drafts built from finished jobs
  • And you still can't say what a job actually made you.Profit and tax set aside on every job

Cliently replaces all of it with one record you and your client both see.

The same job, seen two ways.

Your client sees progress. You see the money. Pick a side.

SP

Shopfront signage proof

Started 2 Oct · Needed by 14 Oct

Awaiting you
NotesProductsTime logsFiles
You

Proof v2 attached. We moved the logo left and fixed the phone number.

Read by client
Your client

Looks great. One more look at the colour on the awning?

Mark as ApprovedReply in notes

They never see your costs, profit, tax set-aside or other clients.

Send a quote. Get a yes. Start the job.

Build a quote, email it, and your client accepts or declines from a link. They don't need to sign in.

Once a quote is accepted, it's the agreement. It can't be changed after the fact.

  • Ask for a deposit when they accept, paid by card through your own Stripe account (in test mode for now, like invoice payments).
  • One click turns an accepted quote into a job. When it's done, invoice it at the agreed price with the deposit already taken off.
  • Amend and resend. Your client sees a short note on what changed, and you keep a history of every version.
  • Reminders that send themselves. A nudge when there's no answer yet, and a reminder before the quote expires.
  • Quote new people too. Send a quote to a prospect, and they become a client when you convert it.
  • The details covered. GST-free lines, up to 10 file attachments, and deposit refunds if plans change.

Clients see where their work is up to, without asking.

Your clients sign in with their email and a password they choose. The first time, they get an emailed link to set it up.

They only ever see their own work. Never your costs, profit, tax or other clients.

  • A job board. Every job by status: Queued, In progress, Awaiting you and Approved.
  • Notes and files on every job. Reply, attach files, and see when you've read it.
  • Approve a proof with one click, or reply with changes in the notes.
  • Final files to download from completed jobs.
  • Hours and billing. This month's total, split into time and products, with month-by-month history. Retainer clients see hours used against their allocation.
  • Quotes & Invoices on one page. Quotes waiting for an answer, and invoices to view, print and mark as paid.
  • Request new work with a title, short brief and needed-by date.

Run the business from one dashboard.

  • Every client and job at a glance. Board and table views, urgency, priority, and retainer hours against each client.
  • Invite clients properly. Send an email invitation from any client, check the wording first, and see whether it was delivered, opened and used. Add clients without a sign-in now and invite them later.
  • Tidy your client list in one go. Turn emails on or off, mark clients active or inactive, or delete several at once with a review step first.
  • Time logging that lands on the right job. Log hours against each job, across all your clients.
  • Invoices built from finished jobs. Drafts from completed work, monthly retainer invoices, print-ready with your business details, and reminders for the unpaid ones.
  • Your own numbering. Choose your own letters and next number for invoices and quotes, such as INV and QUO.
  • Retainer, hourly or fixed quote. Mix them across clients. Mark a job as within retainer or additional work.

Time and money on one page.

Pick a period, from a day up to a financial year, and filter by client.

  • A summary strip with hours, work done, invoiced, paid and owing.
  • Money. Work done split into not yet invoiced, invoiced and unpaid, and paid. Retainer clients included.
  • Time. Hours and value by client.
  • Quotes. How many you've won, how many are open or declined, and how long people take to answer.
  • A month-by-month statement for each client.
  • CSV export for your bookkeeper.

Profit, tax set aside, and what you keep. On every job.

Most client portals stop at status. Cliently shows you the money, privately.

Expenses

Log costs with vendor, category, receipt photo and recurring schedules. Tag them to a client, job or invoice.

Job financials

One panel showing what the client pays, gross profit and what you keep.

Set aside for tax

Income tax at your own rate, plus GST owing, with a total. So you know what not to spend.

On sells, if you need them

Printing, stock, merchandise, a subscription passed through. Turn on "I sell on items", set a cost and a markup (a dollar amount or a percent), add it to a job or invoice, and adjust the price for that line only.

Profit calculator

Enter cost, sell price and quantity to see what you'd make before you quote.

Admin only. Your clients never see any of it.

Your logo on the portal, the paperwork and the emails.

Emails go out under your business name. To send from your own domain, connect a free Resend account and verify your domain.

  • The portal. Your logo, your colours, your page width.
  • Invoices and quotes. Use your logo in small, medium or large, or a full-width letterhead image across the top.
  • Emails. Every email shares one template: your header, logo, sign-off, footer and button colour. Change the wording of each one so it sounds like you.
  • Emails for every step: invitations, new notes, jobs needing approval, approved jobs, finished jobs with final files, retainer hours at 80% and 100%, invoices, reminders and quotes.

Live in minutes.

  1. Launch. Deploy your own copy and fill in the Launch screen: business name, logo, admin email and defaults.
  2. Add your clients. One by one, or import a list from CSV.
  3. Invite them. Send each client an email invitation. They set a password and see their jobs straight away.

Clear to someone who has never used it

Nothing for your clients to learn. If they can open an email, they can use your portal, and they can say yes to a quote without signing in at all.

Safe by design

  • Email and password sign-in, with a one-time emailed link to set or reset a password.
  • Clients only ever see their own data.
  • Scheduled daily backups, with download and restore.
  • Your own deployment and your own database. Your data isn't mixed with anyone else's.

What Cliently is, and what it isn't.

Cliently is a good fit for small creative and service businesses: design, video, web, marketing, consulting.

It's not built for:

  • Teams that need multiple staff logins (there's one admin login per portal; each client has their own).
  • Project management with dependencies or Gantt charts.
  • Businesses outside Australia that need other currencies or tax rules. GST is set at 10% and times run on Brisbane time for now.

Card payments aren't live yet. Cliently connects to your own Stripe account so clients can pay invoices by card, but it's in test mode for now. Until it's switched on, invoices show your bank details, clients can mark an invoice paid, and you confirm it.

Questions

Do my clients need a password?

By default, yes: one they choose themselves. The first time, they get an emailed link to set it up, and if they forget it, one click sends a fresh link. You can also set your portal to sign in by emailed link instead, with no password at all.

Can my clients say yes to a quote without signing in?

Yes. They open the link in the quote email and accept or decline from there.

Can I take card payments?

Not yet. Card payments for invoices and quote deposits go through your own Stripe account, and they're in test mode for now. Until they're switched on, invoices show your bank details.

Can I use my own branding?

Yes. Your logo and colours on the portal, your logo or letterhead on invoices and quotes, and one branded template for every email. To send from your own domain, you'll need a free Resend account and a verified domain.

Do clients see my costs or profit?

Never. Costs, profit, tax set-asides and estimates are admin only.

Does it handle retainers?

Yes. Monthly allocation, rollover, and over/under, shown live to you and your client. You can also turn on emails that tell you when a client has used 80% and 100% of their hours.

I don't resell products. Do I need on sells?

No. On sells have their own switch. Expenses and job profit work either way.

Where does my data live?

In your own deployment with its own database, with daily backups.

What does it cost?

Pricing is on request. Ask for a walkthrough and we'll talk it through.

Can I try it first?

Ask for a walkthrough and we'll set up a portal for you to try.

Built by a working agency.

Cliently was built by a working agency for its own clients, and that portal is live with real clients today. Cliently is the same portal, ready for your business.

See your clients' work in one place.

Ask for a walkthrough and see Cliently with your own logo and colours.

Ask for a walkthrough