Every client’s account details, right where you need them.

Keep clients, projects and the details you need to prepare documents and follow up, all in one place.

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Client record

  • Contact and tax details
  • Tags and status

Their activity

  • Documents sent
  • Meetings on the books

Their money

  • Payments received
  • Outstanding balance

Stop retyping the same details over and over

Tie the work to the right client

Keep a clear view of what you have going on

Type the details once and they show up everywhere else.

  1. 01

    Add the client

  2. 02

    Fill in their details

  3. 03

    Use them in documents and projects

A freelancer saves a company’s details once and reuses them when putting together a quote for a different project.

Keep going

Can I import my clients from somewhere else?

For now clients are added inside the app; there’s no bulk import.

What happens if I change a client’s details?

Documents you already sent keep the details they were sent with. New ones pick up the updated information.

It all works together.

Each feature hands the next one its context: the client, the document, the decision and the payment.

Create free account