All plans
Your first client project
Set up your workspace, invite a client, and take the first piece of work from scope to delivery.
The KlientLab user guide
A clear next step.
Whenever you need one.
Start with one client project, then learn the tools as your work grows. These guides are open to everyone—no sign-in required.
New to KlientLab?
Set up your workspace, invite your first client, and give the next deliverable an owner.
12 guides
All plans
Add clients and invite them to the portal
Keep client records organized and give the right person access to their work.
Business
Bring your team into the same workspace
Invite colleagues, assign deliverables, and see how work is distributed.
All plans; invoice sending requires Pro or Business
Create a quote and collect a decision
Turn the scope and priced phases into a reviewable agreement.
All plans; advanced scheduling requires Business
Plan phases and deliverables
Turn the agreed scope into owners, dates, and visible progress.
All plans; some actions depend on the consultant’s plan
What your client sees
Help a client find their project, give feedback, and review decisions.
Pro and Business
Agree extra work before doing it
Record the cost and schedule impact of a request and collect a client decision.
Drafts on Free; sending and payments on Pro and Business
Send invoices and collect payments
Prepare clear invoices, connect Stripe, and track payment status.
Messaging on all plans; uploads on Pro and Business
Keep files and conversations with the work
Use the right place for project files, deliverable feedback, and broader conversations.
Pro and Business
Check the work before handoff
Record project checks and issues alongside delivery.
Client Tickets add-on; invoice sending requires Pro or Business
Manage ongoing support and billable time
Keep post-project requests in a support queue and turn reviewed time into invoices.
Features vary by plan
Plans, branding, reports, and account settings
Understand workspace ownership, appearance, billing, and exports.
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