Let rules handle the busywork, and watch goals track themselves.
- No-code “when this, do that” rules
- Trigger on create or status change
- Set priority, assign, follow up, notify
- Goals with automatic progress
When
Then
Everything you need, in one place
Automations & goals turn the routine into rules and your targets into progress bars. The repetitive clicks around your work run themselves, and the numbers that matter update without a spreadsheet in sight.
No-code rules
Build a ‘when this, do that’ rule in under a minute — no formulas, no setup, no developer.
Task triggers
Fire a rule when a task is created, or when it moves into a status you choose.
Stackable actions
Set priority, assign a teammate, create a follow-up task, or send a notification — combine as many as you like.
Loop-safe by design
Rules never change a task's status, so they can't set each other off — and you can toggle any rule on or off.
Measurable goals
Track a number, an amount of money, a percentage, a yes/no, or task completion — each with its own progress bar.
Automatic progress
Link a goal to a project and progress is calculated from its completed tasks — no manual updates.
Up and running in three steps
Pick a trigger
Choose what starts the rule — a task moving columns, a due date arriving, a status change — with no code required.
Add the actions
Stack what happens next: assign someone, set a field, post a comment, send a reminder, or notify the lead.
Watch goals roll up
Tie work to measurable goals and let progress add itself up as tasks complete and revenue lands.
A closer look
Automations that run the routine
Build a rule in under a minute: when a task is created or moves into a status, set its priority, assign a teammate, create a follow-up, or notify someone. Rules run the instant a task changes.
No loops, no surprises
Automations never change a task's status themselves, so rules can't trigger each other. Toggle any rule on or off, and see exactly how many times it has run.
Goals you can actually see
Track a number, an amount of money, a percentage, a yes/no, or task completion. Each goal gets a progress bar on your dashboard so the whole team knows where things stand.
Progress that updates itself
Link a goal to a project and Kliently calculates progress from that project's completed tasks — no manual updates, no stale spreadsheet.
Built for the way you work
Clean hand-offs
Route every task that hits ‘In Review’ to your editor, automatically.
Reliable kickoffs
Spin up a recap or a schedule-kickoff task the moment work begins on a new engagement.
Visible targets
Put revenue or delivery goals on the dashboard where the whole team can see them.
Keep exploring
Proposals
Branded proposals your clients accept with one click.
Contracts & e-sign
Legally binding e-signatures with a court-ready audit trail.
Time tracking
One timer, synced everywhere, billed automatically.
Invoicing
From unbilled hours to money in the bank.
Client portal
One branded link where clients see — and pay for — everything.
Tasks & projects
Plan, assign, and ship the work — without leaving the place you bill from.
Docs & collaboration
Capture the details, review the work, and see who has capacity.
Files & deliverables
Share work on a link you control — and collect files back, without the Dropbox dance.
Expenses & retainers
Capture costs with receipts, rebill them with a markup, and watch every retainer.
Run your whole client business in one place.
Start free in two minutes — every new workspace gets a 14-day Pro trial. No credit card required.