Set up recurring time for retainers, support plans, and standing meetings.
Give each project a budget in hours or cost, and break it into phases.
The committed report shows who has room this week, next month, or any period.
Recurring time records each person's standing commitments. The committed report compares them to a weekly capacity for any period.
Set a budget on any project or task and watch tracked time draw it down, with a chart of what's spent and what's left.
Break projects into phases with their own dates and fee types: fixed, capped hourly, hourly, or non-billable.
Task dependencies keep work sequenced on the board, and assignees and due dates keep everyone moving.
Price projects at a fixed hourly rate, by each person's rate, as a flat fee, or as internal work.
Plans, time tracking, and invoices share one record, so you see margins as the work happens.
Whether you're running a creative studio, a professional firm, or a one-person shop, Clientary adapts to how you work.
Freelancers, agencies, and firms run their client work on Clientary. Read their stories.
Rated excellent: See why users rave about us
Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.
Robin H.
Freelance Writer
With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.
Chris M.
Digital Marketer / Founder
When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."
Brian N.
Consultant / Executive Coach
Recurring time captures the hours each person is committed to every week, like retainers, standing meetings, and ongoing support. The committed report compares those hours to a weekly capacity you set, for any person, client, and date range, so you know who has room before you say yes to new work.
Yes. Budget each project by hours or by cost, and watch tracked time draw it down as the team works. Budgets work at the task level too.
Phases split a project into stages with their own start and due dates and their own fee type: fixed, hourly with a cap, hourly without one, or non-billable. Each phase can be invoiced on its own and shown on a timeline.
If you want them to. Share progress, tasks, and remaining budget in the client portal, and hide any phase you'd rather keep internal.
Yes. 14 days, no credit card required.
No. Clientary plans from what your team is committed to and what each project is budgeted for, right next to time and invoicing. Large teams that book people hour by hour often pair it with a dedicated scheduling tool.
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See Pricing and SignupClientary is a comprehensive suite of tools for professional service businesses. Planning works with project management, time tracking, retainers, and online invoicing.
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