Clients
Keep each client's contacts, billing terms, projects, requests, and invoices in one place, and see what's billable or overdue at a glance.
- Who can use this
- Authenticated workspace members
On this page
Explore workflow diagram
Workflow diagram
Clients
Workflow diagram. The text on this page has the exact steps and permissions.
One page per client
A client is the company you do work for. Everything else, including projects, requests, tasks, notes, time, and invoices, links to a client, so the client page is where you see the whole relationship.
Add a client
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1
Open Clients and choose Add Client.
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2
Enter the company name and a working contact.
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3
Add billing details you use, such as payment terms, rates, and billing notes.
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4
Save. Then create a project for the client from Projects → Add Project.
What the client page shows
- Company name and contact details
- Default billing context, such as terms, rates, and notes
- Active projects and linked requests
- Invoice history, outstanding balance, overdue invoices, and reminders
- Tracked expenses for the client
Example
Answering "where are we with Northstar?"
Open Northstar Health Labs. The page shows one active project (Patient portal launch), two open requests, 16.5 unbilled hours, and a June invoice that's paid. You can answer the client's question, or start the July invoice, without leaving the page. To log a new ask from Northstar, choose Capture request on the client page.
Client portal
You can give a client a login to a project-only portal where they see progress you choose to publish, comment on tasks, and sign off decisions. Invoices, time entries, files, and requests are never shown there. See Client portal.
FAQ
Should I create one client per company or per contact?
One per company. Keep the people as contacts on that client so all their work and invoices stay together.
Can I try clients without real data?
Yes. The demo workspace includes Acme Research Ltd. as a sandbox client you can edit, then convert or discard.