Every client in one place. Contracts, invoices, and history — all linked.
Whether you're a freelancer, sole trader, or contractor — no need to dig through emails to find a client's details. Add them once, and everything you send them is tracked automatically.
Step 1
Add a client in seconds
Name and email — that's all you need to get started. Add company, phone, and address details later. No complex CRM setup, no fields you'll never use.
Step 2
Track everything in one place
Every contract, invoice, and payment for a client in one record. Search and filter them, copy their portal link, add private notes, or export the lot in a click.
Step 3
Your branded client portal
Each client has access to their own dedicated portal where they can access all of their contracts and invoices from you
Explore more features
Build and send contracts in minutes
Solicitor-reviewed templates for your discipline, sent and signed online.
Get paid without those awkward conversations
Professional invoices with online payment links and automated reminders.
Understand what you owe HMRC at every step.
A plain-English tax estimate with no surprises at Self Assessment.
That's one less thing to worry about. Ready to start?
Free for 30 days. No card required. Cancel any time.
Start free — no card required