New Feature: Files

Our goal at Clientary is to provide the easiest way for professional services businesses to work with their clients — it’s in our name! Our core functionality revolves around invoices, contracts, proposals, and statements, but had been missing was the ability to share files. Until now. Solving real use cases We’re excited to announce that […]

New Feature: Project Board

At Clientary, we’re committed to enhancing our all-in-one platform to help professional services businesses across their entire client lifecycle. Project Management is a core component of this. As such, we’re thrilled to announce our newest enhancement: the “Project Board” feature. This exciting update takes your project management capabilities to the next level, offering a visually […]

How to Send a Proposal to a Prospective Client

Sending a well-crafted proposal is a crucial step in winning new business and establishing successful partnerships with clients, especially if you’re working with high ticket products or services. It’s an opportunity to showcase your expertise, demonstrate your understanding of their needs, and present a compelling solution. Remember, besides your publicly available website or reviews, your […]

What Should You Include on an Invoice? A Guide for Beginners

Invoices play a crucial role in the financial operations of businesses. They serve as essential documentation for requesting payment from clients and keeping track of income. However, if this is the first time you’re sending an invoice, knowing what to include on an invoice can be a bit daunting. In this guide, we’ll walk you […]

The Client Experience Revolution: Innovations in Client Service Delivery

The landscape of client service delivery has drastically changed in recent years. The rise of digital technology, changes in consumer behavior, and heightened expectations have all played a role in shaping the current state of client service. Today, clients expect more than just quality service, they want a seamless, personalized experience from start to finish. […]

Collaboration in the Cloud: Using a Shared Client Portal for Better Communication and Productivity

The professional services industry is always looking for ways to streamline processes, improve efficiency, and provide the best service possible to clients. One tool that can help achieve these goals is a shared client portal. This type of software allows firms to centralize communication and collaboration with clients, making it easier to stay organized and […]

10 Ways Invoicing Software can Streamline your Small Business’s Financial Process

This is a guest post by Haider Sayed. Haider is a Content Marketing Consultant & Founder of Where he writes about Business Software, how-to guides, and individual software reviews, so, people can make the right choice for their business. Invoicing is a crucial part of any business’s financial process, and as technology has evolved, […]

Why a Branded Client Portal Can Help with Client Confidence

As a professional services business owner, building client confidence is essential to the success of your business. Clients who trust and believe in your services are more likely to return for repeat business and recommend you to others. It’s not just about the quality of your work, but also the client’s perception of your work […]

From Zero to Billable: A Beginner’s Guide to Invoicing and Time Tracking for Freelancers

As a freelancer, your time is your most valuable asset. Not only do you need to manage your workload effectively, but you also need to ensure that you’re accurately billing your clients for the work you do. This is where invoicing and time tracking software comes in. But with so many options on the market, […]