Simple client management for documents and invoices
Keep every client, their documents, and their invoices organized in one tidy place — so you always know where things stand without digging through folders.
What you can do
Client records
Keep a clean record for each client with everything connected to them in one place.
Per-client invoices
See a client’s invoice history at a glance and keep billing organized.
Linked documents
Connect documents to the right client so nothing gets lost between projects.
Activity in context
View share and tracking activity tied to each client’s work.
Invoice profiles
Set up reusable billing profiles to keep your details consistent across clients.
Private and organized
Client data lives in private, per-user storage tied to your account.
Why it helps
- Find any client’s documents and invoices fast
- Keep billing history organized automatically
- See activity in the context of each client
- Stay tidy as you take on more work
How it works
- 1
Add a client
Create a client record with the details you need to work and bill.
- 2
Connect their work
Link documents and invoices so everything stays grouped by client.
- 3
Stay on top of it
Open a client to see their documents, invoices, and recent activity in one view.
Who it's for
Repeat clients
Keep a running history for clients you work with again and again.
Growing workload
Stay organized as the number of clients and documents grows.
Handover & review
Quickly review everything tied to a client before a call or renewal.
Questions about client management
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