We've provided example documents for your industry. They're a great place to start and ready to send, with real scope, fees and terms. You can edit any of these online and see how it looks to your client.
Use it when a client hires your firm for a matter billed by the hour, once your conflict check is complete.
Use it when a business wants to use images from your portfolio or archive in its website, marketing, or print materials.
Use it once a client has chosen to work with you, alongside your proposal or on its own, for a residential or small commercial project.
Use it after an initial consultation, when a client wants to know what designing and furnishing their rooms will cost.
Use it when a client approves selections and you're ready to place orders, or adapt it to bill a design fee milestone.
Use it after an initial consultation for a residential project, when the client is deciding how much of the work to hand over to you.
Use it when a company asks you to run a workshop for its managers or leadership team on a skill such as feedback, delegation, or decision making.
Use it when a client asks what a transaction or matter is likely to cost before they engage you.
Use it each month for an hourly matter, or adapt it for a flat fee or limited scope engagement.
Use it when a business without in-house counsel asks how your firm would handle its day-to-day legal work, and what it would cost.
Use it when a client wants help with one part of a matter, such as reviewing a contract before signing, and will handle the rest themselves.
Use it when a client asks what a launch, promotion, or seasonal campaign would cost before a full proposal.
Use it on the 1st of each month for a marketing retainer, adding any extra work the client approved.
Use it to turn a project client into an ongoing marketing partnership, or to pitch monthly services to a new client.
Use it alongside a retainer proposal, when a client signs up for ongoing marketing services.
Use it when an architect or owner asks you to propose building systems design for a new building or a major renovation.
Use it when a company wants an animated explainer or product video for its website, sales team, or social channels.
Use it before a discovery call or pitch where either side will share non-public information, such as plans, numbers, or customer details.
Use it once an owner accepts your proposal for design services, on a residential or small commercial project.
Use it when a brand is launching a product, extending a line, or refreshing its packaging and is choosing a studio to design it.
Use it to book a commercial or portrait session, with the retainer due on signing.
Use it when a shoot's images are ready to deliver, or adapt it to bill a portrait, event, or headshot session.
Use it when a company asks what headshots, a team session, or another on-location shoot would cost.
Use it when a business wants more traffic and leads from search and is choosing an agency or consultant to run its SEO.
Branded invoice designs you can customize down to the HTML and CSS.
Estimate designs that match your invoices.
The designs that give every proposal and contract its look.
Five reminder emails to copy, from friendly to final.
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
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