Question 1

Can I export my data, or am I locked in?

Accepted Answer

No lock-in. Your data is yours, and you can trigger a one-click JSON export at any time — not buried behind a support ticket or a downgrade penalty. That's a deliberate stance: your data is yours, your money path is yours (your own Stripe/PayPal), and your AI keys are yours. We'd rather earn your stay than trap it. Read more about the ownership philosophy on security .

Question 2

How do I delete my account or workspace?

Accepted Answer

You're free to leave whenever you want, and you won't be held hostage on the way out. Before you delete, run a one-click JSON export so you keep a full copy of your clients, proposals, contracts, time entries, and invoices. Export your workspace data to JSON. Confirm you've downloaded and can open the file. Delete the workspace from your account settings. If you're unsure whether deleting is the right call, dropping to the Free plan keeps everything in place instead. Reach out via contact if you need a hand.

Question 3

If I stop paying, do I lose my data?

Accepted Answer

No. If a paid plan or your trial ends, the workspace auto-drops to Free and nothing is deleted . Your records stay put — you just operate within the Free limits (3 clients, 3 projects, 5 invoices/month) until you upgrade again. And if you decide to leave entirely, the one-click JSON export means you walk away with everything. No hostage situations, no lock-in.

Question 4

Can I get a refund if I change my mind?

Accepted Answer

Yes, on annual plans. Every annual plan includes a 14-day money-back guarantee , so if it's not the right fit within those two weeks, you can get your money back. It's also worth remembering that every workspace starts with a 14-day Pro trial, no credit card , which lets you run a real project before paying at all. Between the trial and the annual guarantee, there's plenty of room to be sure. See pricing for the specifics.

Question 5

How do task automations work?

Accepted Answer

Automations are no-code “when this, do that” rules. The trigger is either a task being created or a task moving into a status you pick. The actions are: set priority, assign a teammate, create a follow-up task, or send a notification. Rules run the instant a task changes and can be switched on or off. They’re managed under Settings → Automations.

Question 6

Is there an extra cost for the new project tools?

Accepted Answer

Tasks, views, goals, docs, automations, and the workload view are part of your Kliently workspace — there’s no separate add-on to buy. For plan limits and what’s included on each tier, see the pricing page.

Question 7

How much does Kliently cost?

Accepted Answer

There are four plans, billed in USD: Free — forever: 1 user, 3 clients, 3 projects, 5 invoices/month Starter — $12/mo ($120/yr): 1 user, 25 clients, unlimited projects, 50 invoices/month Pro — $29/mo ($290/yr): 5 users, unlimited clients & invoices Agency — $79/mo ($790/yr): 20 users, custom domain, white-label Paying annually gives you two months free . Full details are on the pricing page .

Question 8

Is there a free plan, and what are its limits?

Accepted Answer

Yes — Free is free forever, no card required. It includes 1 user, 3 clients, 3 projects, and 5 invoices per month , plus proposals, e-sign, and time tracking. The Free portal shows Kliently branding. It's a genuine working plan for getting started or running a very small book of clients; when you outgrow the caps, Starter at $12/mo lifts most of them. See pricing .

Question 9

Which payment methods can I use to pay for my Kliently subscription?

Accepted Answer

Paid plans (Starter, Pro, and Agency) are billed through Stripe , so you can pay with any major credit or debit card Stripe supports in your country. You're charged when you upgrade, then automatically on each renewal — monthly or annually, whichever you pick. This is separate from how your clients pay you . The payment rails your clients use on invoices — Stripe cards, bKash, Nagad, UPI, PayPal, Wise, or bank transfer — are configured independently and settle to your own accounts. See pricing for plan details.

Question 10

What happens when my 14-day Pro trial ends?

Accepted Answer

Your workspace automatically drops to the Free plan . Nothing is deleted — your clients, proposals, contracts, invoices, and time entries all stay exactly where they are. What changes is the limits: Free allows 3 clients, 3 projects, and 5 invoices/month with Kliently branding on the portal. If you need more, you can upgrade to a paid plan at any time and pick up right where you left off.

Question 11

How do I upgrade or downgrade my plan?

Accepted Answer

You can move between plans whenever you like. Upgrading unlocks the higher tier's limits and features straight away — more users, more clients, unlimited invoices, and so on depending on where you land. Downgrading is just as straightforward; you simply move to the lower tier's allowances. If you're unsure which plan fits, the pricing page lays out exactly what each tier includes, or reach out and we'll help you pick.

Question 12

What does paying annually save me?

Accepted Answer

Annual billing gives you two months free. That's why each plan's yearly price is ten months, not twelve: Starter is $120/yr instead of $144, Pro is $290/yr instead of $348, and Agency is $790/yr instead of $948. If you already know Kliently is part of your workflow, annual is the better deal. And annual plans come with a 14-day money-back guarantee , so committing for the year carries little risk.

Question 13

Can I get a refund if I pay for a year and change my mind?

Accepted Answer

Yes. Annual plans include a 14-day money-back guarantee . If you decide Kliently isn't right for you within that window, you can request a refund of your annual payment. Combined with the no-card 14-day Pro trial that every workspace starts with, you get a long runway to evaluate the product before any money is genuinely at stake. If you need help, contact us .

Question 14

If I cancel a paid plan, do I lose access right away?

Accepted Answer

No. When you cancel, you keep your paid features until the end of the period you've already paid for . After that, the workspace moves to the Free plan rather than locking you out. Nothing is deleted on cancellation — your data stays put, and you can export it as JSON at any time. You'd simply be working within Free's limits unless you resubscribe.

Question 15

How many users and seats does each plan include?

Accepted Answer

Seat counts step up with each tier: Free — 1 user Starter ($12/mo) — 1 user Pro ($29/mo) — 5 users Agency ($79/mo) — 20 users If you work solo, Free or Starter covers you. Once you're bringing in teammates or contractors, Pro opens up five seats and Agency scales to twenty. See pricing for the full comparison.

Question 16

Is there a limit on how many invoices I can send each month?

Accepted Answer

It depends on your plan. Free allows 5 invoices per month and Starter allows 50 per month , which suits most solo freelancers comfortably. Pro and Agency both include unlimited invoices , so if you bill heavily — lots of clients, recurring schedules, milestone billing — those tiers remove the cap entirely. You can review the limits side by side on the pricing page .

Question 17

Do my clients need a password to log into the portal?

Accepted Answer

No. The client portal uses magic-link access, so there are no passwords to set, remember, or reset. Your client enters their email, receives a secure sign-in link, and clicks it to land straight in their portal. This matters because passwords are the number-one reason clients stall. The person approving your proposal often isn't technical, and a forgotten password is enough to delay a signature for days. A link in their inbox removes that friction entirely while keeping access tied to an email address you control.

Question 18

What can a client actually see when they open the portal?

Accepted Answer

Everything that involves them, and nothing that doesn't. The portal is the single place your client goes to move work forward: Proposals to review and accept Contracts to read and sign Invoices to view and pay Project status so they always know where things stand They never see your other clients, your internal margins, or your time entries. It's their view of their engagement, kept deliberately simple.

Question 19

Can I put my own logo and brand on the client portal?

Accepted Answer

Yes. On every paid plan you can set your logo, brand colour, and business name , and they appear throughout the portal your clients see. The goal is that the experience feels like *your* studio, not a third-party tool. The one exception is the Free plan, which shows Kliently branding on the portal. Upgrading to Starter or above removes it and unlocks the fully branded experience. See pricing for what each tier includes.

Question 20

Can I use my own domain for the client portal instead of a Kliently URL?

Accepted Answer

Yes, on the Agency plan. It adds a custom domain plus full white-label , so the portal lives on a URL you own and carries no Kliently branding at all. To a client, it looks and feels entirely like your own product. If you're a solo freelancer, a branded portal on Starter or Pro is usually plenty — your logo, colour, and name throughout. The custom domain and white-label combination on Agency is built for studios that want clients to never see a vendor name.

Question 21

Is Kliently's branding shown to my clients?

Accepted Answer

Only on the Free plan. There, the portal carries Kliently branding. The moment you move to any paid plan, that's replaced by your logo, colour, and business name. If removing every trace of a vendor name matters to you, the Agency plan goes furthest with white-label and a custom domain , so there's no Kliently mention anywhere your clients look.

Question 22

Can I control which parts of the portal a specific client sees?

Accepted Answer

Yes. The portal has granular visibility controls, so you choose which areas each client can access. If one client only needs to see and pay invoices, you can hide proposals and project status for them; another can have the full view. This keeps each client's portal focused on what's relevant to their engagement, which reduces confusion and support questions. Visibility is set per client, so you're never forced into a one-size-fits-all layout.

Question 23

How do I turn off a client's portal access when a project ends?

Accepted Answer

Each client has a disable access control. Flip it off and their magic links stop working immediately, which is the clean way to close out an engagement or pause a relationship without deleting any history. Their proposals, contracts, and invoices remain safely on your side — disabling access only affects the client's view. You can re-enable it later if the work resumes.

Question 24

What if I sent a magic link to the wrong person — can I invalidate it?

Accepted Answer

Yes. You can rotate the link for any client, which invalidates the previous one and issues a fresh access link. The old link no longer works, so anything sent to the wrong address or forwarded by mistake is cut off. Pair this with the per-client disable access toggle and you have full control: rotate to re-secure access, or disable entirely to shut it down. Both act immediately.

Question 25

Does the client portal show clients where their project stands?

Accepted Answer

Yes. Alongside proposals, contracts, and invoices, the portal shows project status , so clients can check progress themselves instead of emailing you for an update. For most freelancers and agencies, status questions are a constant low-level tax on the week. Giving clients a self-serve view of where things stand cuts down on those check-in messages and makes you look organised by default.

Question 26

Can clients pay an invoice directly from the portal?

Accepted Answer

Yes. Invoices in the portal include pay buttons for every method you've enabled , so a client reviews the invoice and pays in the same place, without you sending a separate payment link. Because Kliently supports six payment rails and money flows to your own accounts , the client simply picks whatever's enabled for them. Each payment then auto-reconciles the invoice, so your books stay correct without manual matching. More in invoicing .

Question 27

What contract templates does Kliently include?

Accepted Answer

Kliently ships with five starter templates that cover most independent work: Service agreement — the general work-for-hire contract NDA — for confidential conversations and projects IP transfer — assigning ownership of deliverables Retainer — recurring, ongoing engagements SOW — a statement of work scoped to a specific project They're starting points, not legal advice — adapt the wording to your situation. See Contracts & e-sign for the full set.

Question 28

How do contract variables auto-fill client details?

Accepted Answer

Contract templates use variables that auto-fill the client and contract details — names, dates, amounts, scope — so you're not find-and-replacing in a Word file and hoping you caught every spot. This is where one-login-with-everything pays off: details that already live in the workspace, like the client and the pricing a proposal was accepted at, populate the contract instead of being retyped. One source of truth means one place to be wrong, and one place to fix it.

Question 29

Can I have multiple people sign a contract in order?

Accepted Answer

Yes — Kliently supports ordered, multi-party signing . You define who signs and in what sequence, and the workflow runs itself. Each signer gets their own unique signing link When one signs, the next is auto-invited Signing happens in the order you set, not all at once This fits real approval chains — say a project lead signs before a client's finance approver — without you manually emailing the next person each time.

Question 30

Does Kliently support witnesses on a contract?

Accepted Answer

Yes — witnesses are supported alongside the main signers. Where an engagement calls for a witness, you can include them in the signing flow so their signature is captured on the same document. Like every other party, a witness gets their own unique link and their action is recorded in the audit trail. Whether a witness is needed depends on your jurisdiction and the type of agreement, so check what your situation requires.

Question 31

What is the audit trail on a Kliently contract?

Accepted Answer

Every contract carries an append-only audit trail — a running log that can be added to but never edited or rewritten. It records each meaningful event in the document's life. Every open and scroll through the document Each signature and any decline The IP address , user agent , and country for each event Because it's append-only, the trail is a tamper-evident history of exactly how the agreement was reviewed and signed — useful if anyone ever questions whether a party actually saw and agreed to the terms.

Question 32

What's in the signed contract PDF?

Accepted Answer

Once signing is complete, Kliently produces a final PDF that embeds every signature , so the document itself shows who signed. It also includes a dedicated signature certificate page summarising the signing — the parties, their actions, and the audit details behind them. You get a single, self-contained file you can archive or hand over, rather than a contract plus a separate pile of confirmation emails.

Question 33

Are Kliently e-signatures legally valid?

Accepted Answer

Kliently's e-signatures are designed to meet the US ESIGN Act and the eIDAS "simple electronic signature" standard — built on two things those frameworks care about: intent to sign and a supporting audit trail . A simple electronic signature is the most basic tier, and it's appropriate for a great many freelance and agency agreements. It is not the same as an advanced or qualified signature, and laws vary by country and document type. For high-stakes or regulated agreements, get your own legal advice — Kliently gives you the signature and the record, not legal guarantees.

Question 34

What's the difference between a contract and a proposal in Kliently?

Accepted Answer

A proposal is your pitch — it sells the work, lays out scope and live pricing, and the client accepts it with one click. A contract is the binding agreement that follows, with legal terms and formal, often multi-party, signing. They're connected by design: an accepted proposal can auto-create a contract , carrying the agreed scope and numbers forward. Use the proposal to win the deal and the contract to lock the terms. See Proposals and Contracts & e-sign .

Question 35

Do clients need an account to sign a contract?

Accepted Answer

No. Each signer receives a unique signing link and signs from there — no password, no account, no app to install. It's the same low-friction philosophy as the client portal's magic-link access. Removing the account barrier matters because the easiest contract to sign is the one that gets signed. Your client clicks, reviews, signs, and the next party (if any) is invited automatically — all while the audit trail records every step in the background.

Question 36

Is the contract-template library available on every plan?

Accepted Answer

Contracts and e-sign are available across Kliently — even the Free plan includes proposals and e-sign. The full contract-template library is part of the Pro plan ($29/mo, or $290/yr). Pro also adds unlimited clients and invoices and priority email support, and every new workspace starts on a 14-day Pro trial with no credit card so you can try the templates before deciding. See Pricing for the full breakdown.

Question 37

What can I do with Docs in Kliently?

Accepted Answer

Docs is a built-in space for nested, rich-text documents — briefs, SOPs, meeting notes, project wikis. Pages can be organised into a tree, edited with formatting, headings, lists, and links, and they autosave as you type. They live in your workspace alongside your projects and tasks.

Question 38

Can I rebill an expense to a client, with a markup?

Accepted Answer

Yes. Mark an expense as billable and, if you like, add a markup percentage. Then select the billable expenses for a single client and choose “Bill to client” — Kliently creates a draft invoice with each expense as a line item and the markup applied. Once billed, the expense is flagged so it can’t be charged twice.

Question 39

Can I attach receipts to expenses?

Accepted Answer

Yes. Upload a receipt file when you log an expense, and it stays attached to that expense so you can open it later — handy for client back-up or bookkeeping.

Question 40

Can I track retainers and how much has been used?

Accepted Answer

Yes. Set a project’s billing type to retainer with its included hours, and the Retainers tab shows the drawdown — hours used against hours included, a progress bar, and a warning when you go over the retainer for the period.

Question 41

Can Kliently charge late fees automatically?

Accepted Answer

Yes. Turn on automatic late fees and choose either a percentage of the amount due or a flat charge, plus a grace period in days. The daily billing job then applies the fee once to invoices that are still overdue — no manual tracking required.

Question 42

Can I password-protect a file I share with a client?

Accepted Answer

Yes. When you create a share link you can set an optional password, an expiry date, and whether the recipient is allowed to download the file or only view it. The link works without the client creating an account, and you can revoke or change it at any time.

Question 43

Can clients upload files to me?

Accepted Answer

Yes — create a file request, give it a title, and send the link. Clients upload their files straight into your workspace through a simple page, with no account required. The request tracks how many files have come in and can be set to expire.

Question 44

Does Kliently keep file versions?

Accepted Answer

It does. When you upload a new version of a file, the previous versions are preserved and the latest is shown by default. Any active share link keeps pointing at the current file, so the client always sees the right one.

Question 45

Can I see whether a client opened a file I shared?

Accepted Answer

Yes. Every share link records view and download counts, so you can tell whether the work has actually been seen — and stop wondering whether your email got through.

Question 46

Do I need a credit card to try Kliently?

Accepted Answer

No. Every new workspace starts on a 14-day Pro trial with no credit card required . You get the full Pro feature set from day one — unlimited clients and invoices, the contract-template library, and team seats — so you can run a real project end to end before deciding anything. When the trial ends, nothing dramatic happens: the workspace simply auto-drops to the Free plan . None of your data is deleted, and you can upgrade whenever you're ready on the pricing page .

Question 47

What happens when my 14-day trial ends?

Accepted Answer

Your workspace automatically moves to the Free plan . We don't delete anything — your clients, proposals, contracts, time entries, and invoices all stay exactly where they are. What changes is the limits. Free covers 1 user, 3 clients, 3 projects, and 5 invoices per month, and the client portal shows Kliently branding. If you've grown past that, upgrading to a paid plan lifts the caps again — see pricing for the details.

Question 48

Is the Free plan really free forever?

Accepted Answer

Yes — Free is free forever , no trial clock attached. It's meant for getting your first clients through the door without paying for tools you don't need yet. Here's what's included: 1 user 3 clients and 3 projects 5 invoices per month Proposals and e-sign, plus time tracking Client portal (with Kliently branding)

Question 49

How do I add my first client?

Accepted Answer

Clients are the anchor for everything else in Kliently, so adding one is the natural first step. Create a client record with their name and email, and from there you can attach projects, send proposals, track time, and bill them — all from one place, with no copy-paste between tools. On the Free plan you can hold up to 3 clients ; Starter raises that to 25, and Pro and Agency make it unlimited. If you're migrating from another tool, you can bring records in rather than retyping them.

Question 50

Can I import my existing clients instead of typing them in?

Accepted Answer

Yes — you don't have to start from a blank slate. You can bring your existing client records into Kliently so you keep one source of truth instead of re-entering details by hand. Just keep your plan's client limit in mind as you import: Free allows 3 clients, Starter 25, and Pro/Agency are unlimited . If you're on Free and have more than three to move over, importing the rest is a good reason to start your 14-day Pro trial first.

Question 51

What does Kliently actually replace?

Accepted Answer

Kliently is the client operating system for independent professionals — one workspace that takes you from "nice to meet you" to "payment received." It replaces a typical five-tool stack with a single login. Proposal docs E-signature Time tracking Invoicing Client portal The point isn't just fewer tabs. Each step hands the next its work — an accepted proposal can spin up a contract, tracked hours become a draft invoice — so there's no copy-paste and one source of truth. See the full picture on features .

Question 52

What's the difference between the Free, Starter, Pro, and Agency plans?

Accepted Answer

Plans scale with how much you're juggling and how many people you work with: Free — 1 user, 3 clients, 3 projects, 5 invoices/month, proposals, e-sign, and time tracking. Starter ($12/mo) — 1 user, 25 clients, unlimited projects, 50 invoices/month, recurring invoices, BYOK AI assist, and a branded portal. Pro ($29/mo) — 5 users, unlimited clients and invoices, the contract-template library, and priority email support. Agency ($79/mo) — 20 users, custom domain, white-label, and priority support. Annual billing gives you 2 months free . Full breakdown on pricing .

Question 53

How do I create my first proposal?

Accepted Answer

Start from a client, then build the proposal with drag-to-reorder sections — cover, scope, deliverables, timeline, and terms — and a live pricing table that handles quantities, discounts, and tax with auto-calculated totals. Once it's sent, you get open and view tracking (status moves sent → viewed → accepted), and your client can accept in one click. Acceptance captures their name, email, drawn signature, IP, and timestamp — and can auto-create a contract on the spot. Win a deal you like? Save it as a template for next time. More on proposals .

Question 54

Can I add my team and contractors to a workspace?

Accepted Answer

Yes. Kliently has four roles — owner, admin, member, and contractor — with enforced permission walls. The headline rule: contractors see only their own projects and time , never client lists, margins, or invoices. Seat counts depend on your plan: Free and Starter are single-user , Pro includes 5 users, and Agency includes 20. So the moment you bring on help, Pro or Agency is the plan that fits. See agencies for how studios set this up.

Question 55

How does time tracking turn into an invoice?

Accepted Answer

Kliently runs one timer per workspace — start a new one and the previous stops and saves — and syncs in realtime across your devices. Each entry snapshots its rate at the moment you log it using a clear hierarchy: project-member rate, then project rate, then your default rate. Old entries never silently change value. When you're ready to bill, convert unbilled time into a draft invoice in one click — one line per entry, with hours and rates pre-filled. No retyping, no spreadsheet in the middle. See time tracking .

Question 56

What can goals track, and do they update automatically?

Accepted Answer

A goal can track a number, an amount of money, a percentage, a done/not-done flag, or task completion. Task-completion goals are linked to a project and update their own progress from that project’s completed tasks. The others you update manually. Active goals appear as progress bars on your dashboard.

Question 57

What can I build an invoice from in Kliently?

Accepted Answer

You can build an invoice two ways: from unbilled hours or from completed milestones . Hourly work pulls your tracked time into lines automatically; fixed-scope work bills against the milestones you've marked done. Most freelancers use both over time — hourly for ongoing retainers and ad-hoc work, milestones for fixed-fee projects. Either way the source data already lives in Kliently, so the invoice assembles itself rather than starting from a blank page. Of course, you can also add manual lines for anything that doesn't come from time or milestones.

Question 58

Can I apply a discount to just one line, or only to the whole invoice?

Accepted Answer

Both. Kliently lets you set discounts and tax per line or per invoice , with live totals that update as you type. So you can knock 10% off a single line item, or apply one discount across the entire invoice — whichever matches how you quoted the work. The same flexibility applies to tax: per line when different items are taxed differently, or per invoice when one rate covers everything. Because totals recalculate live, there's no mental math and no risk of a stale subtotal going out to a client.

Question 59

Does Kliently handle tax on invoices?

Accepted Answer

Yes. You can add tax per line or per invoice , alongside discounts, and the totals update live as you make changes. Per-line tax is there for the cases where one item is taxable and another isn't; per-invoice tax handles the common case of a single rate on the whole bill. Kliently calculates the totals for you, but it doesn't decide your tax rates or obligations — you set the rate that's correct for your situation and jurisdiction, and the live totals show exactly what the client will see.

Question 60

Can I set up invoices that send themselves every month?

Accepted Answer

Yes. Kliently has recurring schedules on a weekly, monthly, quarterly, or yearly cadence. They're ideal for retainers and subscriptions where the same invoice goes out on a regular rhythm. You choose how hands-off it is: each run can be sent automatically , or saved as a draft for you to glance at and approve before it goes. Drafts are the safe default when amounts vary slightly month to month; full automation suits a flat retainer you never need to touch. Recurring invoices are available from the Starter plan up — see pricing .

Question 61

How do invoice payment reminders work?

Accepted Answer

Kliently sends smart reminders at three moments you control: before the due date, on the due date, and after it's overdue. That covers the polite nudge, the day-of prompt, and the chase — without you remembering to send any of them. The important part: reminders stop automatically once the invoice is paid . No awkward "please pay" email landing the morning after a client already sent the money. It's the kind of follow-up most freelancers hate doing manually, handled quietly in the background.

Question 62

When a client pays, do I have to mark the invoice as paid myself?

Accepted Answer

No. Each payment auto-reconciles the invoice — when money comes in, Kliently matches it to the invoice and updates the status for you. The invoice moves to paid, and its smart reminders stop, without any manual step on your end. That keeps your books honest in real time: what shows as outstanding is genuinely outstanding, and what shows as paid genuinely cleared. For manual bank transfers, where there's no automatic signal, you confirm receipt and the same reconciliation follows.

Question 63

What happens if a client only pays part of an invoice?

Accepted Answer

Kliently supports partial payments . If a client pays part of an invoice, that amount is reconciled against it and the remaining balance stays visible as still owed — so the invoice isn't falsely marked paid, and it isn't treated as fully unpaid either. This is common with larger projects and staged work: a client clears half now, half on delivery. Both payments attach to the same invoice, the running balance is always correct, and reminders keep tracking against what's left until the full amount is in.

Question 64

Can I issue a refund and keep my records accurate?

Accepted Answer

Yes. Kliently handles full refunds while keeping the books correct. When you refund a payment, the invoice and your records reflect it — the money that went back out is accounted for, not quietly dropped. Combined with partial payments and auto-reconciliation , this means the lifecycle of a payment — received, partially received, or refunded — always matches reality. You don't end up with an invoice that says "paid" when you've since returned the money.

Questions & answers

Account & data