# Clientary > Clientary is all-in-one client work software for service businesses: proposals and contracts with e-signatures, estimates, projects, time tracking, invoicing, online payments, recurring billing, retainers, and a branded client portal. It has served freelancers, agencies, consultants, and professional firms since 2008. Key facts: - Made by Unbrew, Inc., San Jose, California. Founded 2008. - Plans, billed monthly in US dollars, users included: Basic $19/mo (1 user), Team $39/mo (3 users), Agency $59/mo (5 users). Agency adds users at $10/mo each. 14-day free trial, no credit card. - No per-invoice fees, and no cut of online payments: payments go to the business's own Stripe, PayPal, or Authorize.Net account. Online payments are on the Team and Agency plans. - Works worldwide and invoices in any currency. The app interface is in English. - Web app, plus iOS and Android apps. - AI assistants (Claude, ChatGPT, Gemini, Claude Code) connect through an MCP server at https://www.clientary.com/mcp, signing in as the user with their permissions. ## Product - [Proposals](https://clientary.com/proposal-software): Proposals with pricing packages clients choose from, signed online - [Estimates](https://clientary.com/estimate-software): Itemized quotes clients accept or decline online - [Contracts](https://clientary.com/contract-software): Contracts from templates that start the project and deposit invoice once signed - [E-Signatures](https://clientary.com/e-signature): Named signers on both sides, each with their own link, reminders, and a signed copy for everyone - [Lead Forms](https://clientary.com/online-form-builder): Forms that capture leads and onboard clients - [Project Management](https://clientary.com/project-management): Projects with phases, tasks, budgets, and a client view - [Time Tracking](https://clientary.com/time-tracking): Timers, timesheets, and eight ways to turn time into an invoice - [Resource Planning](https://clientary.com/resource-planning): Committed hours against each person's capacity - [Expense Tracking](https://clientary.com/expense-tracking): Expenses with receipts, rebilled at cost or with a markup - [Subcontractors](https://clientary.com/subcontractor-management): Contractors track time in their own account, it lands in your project at your rate, and they invoice you - [Reporting](https://clientary.com/reporting): Invoice, payment, timesheet, committed hours, expense, estimate, lead, and retainer reports, exportable to CSV - [Client Portal](https://clientary.com/client-portal): A branded portal on your own domain - [Invoicing](https://clientary.com/invoicing): Branded invoices with taxes, discounts, and multiple currencies - [Online Payments](https://clientary.com/online-payments): Card, ACH, SEPA, and PayPal payments on invoices - [Recurring Billing & Autopay](https://clientary.com/recurring-billing): Recurring invoices that send, draft, or charge saved payment methods - [Payment Reminders & Late Fees](https://clientary.com/payment-reminders): Automatic reminders, late fees, approvals, and statements - [Retainer Management](https://clientary.com/retainer-management): Prepaid retainers that draw down and top up - [AI Assistants](https://clientary.com/ai-assistants): Run client work from Claude, ChatGPT, or Gemini - [Automations](https://clientary.com/automation): Everything that runs on its own - [Integrations](https://clientary.com/software-integrations): QuickBooks Online, Stripe, PayPal, Zapier, Gmail, and more - [QuickBooks Online](https://clientary.com/quickbooks-integration): Customers, invoices, and payments synced to QuickBooks Online - [Mobile Apps](https://clientary.com/mobile-app): iOS and Android apps - [Security](https://clientary.com/security): Passkeys, two-factor authentication, and role-based access - [VERI*FACTU (Spain, in Spanish)](https://clientary.com/verifactu): Automatic submission of invoices to the Spanish tax agency - [Pricing](https://clientary.com/pricing) ## Comparisons - [Clientary vs HoneyBook](https://clientary.com/honeybook-alternative): Looking for a HoneyBook alternative? Clientary adds time tracking, retainers, and any-currency invoicing, with team plans from $39/mo. - [Clientary vs Dubsado](https://clientary.com/dubsado-alternative): A Dubsado alternative with multi-signer contracts, a public API, AI assistant support, time tracking, and retainers. Plans from $19/mo. - [Clientary vs Bonsai](https://clientary.com/bonsai-alternative): A Hello Bonsai alternative with flat team pricing instead of per-user fees, no platform fee on your own Stripe or PayPal, and a branded portal. - [Clientary vs FreshBooks](https://clientary.com/freshbooks-alternative): A FreshBooks alternative for agencies: no client caps, team plans that include users, proposals with packages, retainers, and a branded portal. - [Clientary vs Harvest](https://clientary.com/harvest-alternative): A Harvest alternative with predictable pricing: time tracking plus proposals, contracts, a branded client portal, retainers, and autopay. - [Clientary vs DocuSign](https://clientary.com/docusign-alternative): A DocuSign alternative for service businesses: send contracts and proposals for e-signature with no envelope limits, then invoice in one click. ## Guides - [How to Write an Invoice, With an Example](https://clientary.com/guides/how-to-write-an-invoice): The details every invoice needs, a worked example, and the mistakes that delay payment. - [Invoice Payment Terms Explained: Net 30 and More](https://clientary.com/guides/invoice-payment-terms): What each common payment term means, how to choose yours, and the wording to use. - [How to Charge Late Fees on Invoices](https://clientary.com/guides/late-fees-on-invoices): When you can charge a late fee, flat vs percentage fees, and clauses for contracts and invoices. - [Payment Reminder Email Templates to Copy](https://clientary.com/guides/payment-reminder-email-templates): Five reminder emails to copy, from a heads-up before the due date to a final notice. - [How to Set Up a Client Retainer, With Template](https://clientary.com/guides/client-retainer-agreement): The kinds of retainer, how to price one, and an agreement template covering overages, unused balance, and cancellation. - [What to Include in a Consulting Contract](https://clientary.com/guides/consulting-contract): The thirteen sections every consulting or client services contract needs, with an outline you can adapt. - [How to Accept ACH Payments for Invoices](https://clientary.com/guides/accept-ach-payments): How ACH bank payments compare with cards, how to start accepting them, and how to get clients to pay by bank. - [Estimate vs Quote vs Proposal: The Difference](https://clientary.com/guides/estimate-vs-quote-vs-proposal): What sets estimates, quotes, and proposals apart, when to use each, and how to make accepting easy. - [Hourly vs Fixed Fee: How to Price Client Work](https://clientary.com/guides/hourly-vs-fixed-fee): How hourly and fixed-fee pricing compare, the hybrid models in between, and how to choose for each project. ## Templates Free proposal, contract, invoice, and estimate templates by industry, shown in full and editable online before signing up. They're general starting points, not legal advice. - [Marketing Retainer Proposal Template](https://clientary.com/templates/marketing-agencies/marketing-retainer-proposal): Use it to turn a project client into an ongoing marketing partnership, or to pitch monthly services to a new client. - [SEO Proposal Template](https://clientary.com/templates/marketing-agencies/seo-proposal): Use it when a business wants more traffic and leads from search and is choosing an agency or consultant to run its SEO. - [Social Media Management Proposal Template](https://clientary.com/templates/marketing-agencies/social-media-management-proposal): Use it when a business wants an agency to plan, create, and manage its social media channels each month. - [Marketing Services Agreement Template](https://clientary.com/templates/marketing-agencies/marketing-services-agreement): Use it alongside a retainer proposal, when a client signs up for ongoing marketing services. - [Marketing Retainer Invoice Template](https://clientary.com/templates/marketing-agencies/marketing-retainer-invoice): Use it on the 1st of each month for a marketing retainer, adding any extra work the client approved. - [Marketing Campaign Estimate Template](https://clientary.com/templates/marketing-agencies/campaign-estimate): Use it when a client asks what a launch, promotion, or seasonal campaign would cost before a full proposal. - [Web App Development Proposal Template](https://clientary.com/templates/web-design/web-app-development-proposal): Use it when a business or founder wants a custom web application, customer portal, or internal tool built, and is choosing a development partner. - [Website Design Proposal Template](https://clientary.com/templates/web-design/website-design-proposal): Use it after a discovery call, when a business is choosing a web designer or agency for a new site. - [Website Development Agreement Template](https://clientary.com/templates/web-design/website-development-agreement): Use it alongside a website proposal, once a client has chosen a package and is ready to start. - [Website Maintenance Agreement Template](https://clientary.com/templates/web-design/website-maintenance-agreement): Use it when a site you built launches, or when a client asks you to take over the care of an existing site. - [Website Design Invoice Template](https://clientary.com/templates/web-design/website-milestone-invoice): Use it when a site project reaches a milestone in your proposal, such as design approval or launch. - [Website Redesign Estimate Template](https://clientary.com/templates/web-design/website-redesign-estimate): Use it when a client asks what a redesign would cost before they're ready for a full proposal. - [Brand Identity Proposal Template](https://clientary.com/templates/design-studios/brand-identity-proposal): Use it when a company is naming, launching, or rebranding and is choosing a studio to create its identity. - [Packaging Design Proposal Template](https://clientary.com/templates/design-studios/packaging-design-proposal): Use it when a brand is launching a product, extending a line, or refreshing its packaging and is choosing a studio to design it. - [Design Retainer Agreement Template](https://clientary.com/templates/design-studios/design-retainer-agreement): Use it when a client needs ongoing design work each month, such as social graphics, presentations, ads, and sales materials. - [Graphic Design Contract Template](https://clientary.com/templates/design-studios/graphic-design-contract): Use it for a defined design project, such as a brochure, packaging, a report, or a campaign, with a new or existing client. - [Branding Project Invoice Template](https://clientary.com/templates/design-studios/branding-project-invoice): Use it when a brand identity project is complete and you're ready to deliver the final files and guidelines. - [Brand Identity Estimate Template](https://clientary.com/templates/design-studios/brand-identity-estimate): Use it when a company asks what a new logo or rebrand would cost, before you send a full proposal. - [Motion Graphics Proposal Template](https://clientary.com/templates/video-production/motion-graphics-proposal): Use it when a company wants an animated explainer or product video for its website, sales team, or social channels. - [Video Production Proposal Template](https://clientary.com/templates/video-production/video-production-proposal): Use it to propose a brand film, promo, or social campaign after the client shares their brief. - [Event Videography Contract Template](https://clientary.com/templates/video-production/event-videography-contract): Use it when a company books you to film a conference, summit, launch, or other corporate event. - [Video Production Contract Template](https://clientary.com/templates/video-production/video-production-contract): Use it once a client accepts your video proposal, or on its own for a smaller shoot. - [Video Production Invoice Template](https://clientary.com/templates/video-production/video-production-invoice): Use it when the final edit is approved and you're ready to deliver the files, or adapt it to bill a deposit. - [Video Production Estimate Template](https://clientary.com/templates/video-production/video-production-estimate): Use it when a client asks what a video would cost before you write a treatment or a full proposal. - [Commercial Photography Proposal Template](https://clientary.com/templates/photographers/commercial-photography-proposal): Use it when a brand asks you to quote a product, lifestyle, or campaign shoot for its website, ads, or packaging. - [Event Photography Contract Template](https://clientary.com/templates/photographers/event-photography-contract): Use it when a company books you to photograph a conference, summit, launch, awards night, or other corporate event. - [Image Licensing Agreement Template](https://clientary.com/templates/photographers/image-licensing-agreement): Use it when a business wants to use images from your portfolio or archive in its website, marketing, or print materials. - [Photography Contract Template](https://clientary.com/templates/photographers/photography-contract): Use it to book a commercial or portrait session, with the retainer due on signing. - [Photography Invoice Template](https://clientary.com/templates/photographers/photography-invoice): Use it when a shoot's images are ready to deliver, or adapt it to bill a portrait, event, or headshot session. - [Photography Session Estimate Template](https://clientary.com/templates/photographers/photography-session-estimate): Use it when a company asks what headshots, a team session, or another on-location shoot would cost. - [Event Planning Proposal Template](https://clientary.com/templates/event-planners/event-planning-proposal): Use it after a discovery call, when a company is choosing a planner for a conference, offsite, launch, or other corporate event. - [Wedding Planning Proposal Template](https://clientary.com/templates/event-planners/wedding-planning-proposal): Use it after a consultation, when a couple is deciding how much planning help they want and comparing planners. - [Event Planning Contract Template](https://clientary.com/templates/event-planners/event-planning-contract): Use it once a corporate or social client accepts your proposal, before you start booking a venue or vendors. - [Wedding Planner Contract Template](https://clientary.com/templates/event-planners/wedding-planner-contract): Use it once a couple accepts your proposal, to reserve their date before planning starts. - [Event Planning Invoice Template](https://clientary.com/templates/event-planners/event-planning-invoice): Use it for each payment in your schedule, or adapt it to bill a deposit or the final payment before an event. - [Event Budget Estimate Template](https://clientary.com/templates/event-planners/event-budget-estimate): Use it in discovery, when a client needs a realistic budget to approve before you source the venue and vendors. - [Consulting Proposal Template](https://clientary.com/templates/consultants/consulting-proposal): Use it after a discovery call, when a business is deciding whether to bring you in to diagnose a problem and recommend what to do. - [Consulting Agreement Template](https://clientary.com/templates/consultants/consulting-agreement): Use it when a client engages you for advisory or project work, on its own or alongside a proposal or statement of work that describes the project. - [Consulting Retainer Agreement Template](https://clientary.com/templates/consultants/consulting-retainer-agreement): Use it when a client wants ongoing access to your advice, rather than a single defined project. - [Statement of Work Template](https://clientary.com/templates/consultants/statement-of-work): Use it for each new project with a client who has signed your consulting agreement, so the lasting terms don't need repeating. - [Consulting Invoice Template](https://clientary.com/templates/consultants/consulting-invoice): Use it each month for an advisory retainer, or adapt it to bill hourly consulting work and expenses. - [Consulting Project Estimate Template](https://clientary.com/templates/consultants/consulting-estimate): Use it after a first call, when a client asks what a defined piece of consulting work would cost before committing to a proposal. - [Executive Coaching Proposal Template](https://clientary.com/templates/coaches/executive-coaching-proposal): Use it after a chemistry call, when an organization is deciding whether to invest in coaching for one of its leaders. - [Leadership Workshop Proposal Template](https://clientary.com/templates/coaches/leadership-workshop-proposal): Use it when a company asks you to run a workshop for its managers or leadership team on a skill such as feedback, delegation, or decision making. - [Coaching Agreement Template](https://clientary.com/templates/coaches/coaching-agreement): Use it when a client signs up for a one-on-one coaching package, paid by the client or by their employer. - [Group Coaching Program Agreement Template](https://clientary.com/templates/coaches/group-coaching-program-agreement): Use it when participants enroll in a cohort, mastermind, or group coaching program that runs on a set schedule. - [Coaching Package Invoice Template](https://clientary.com/templates/coaches/coaching-package-invoice): Use it when a coaching engagement or package is signed, or adapt it to bill a single session or a monthly coaching fee. - [Coaching Program Estimate Template](https://clientary.com/templates/coaches/coaching-program-estimate): Use it when an organization asks what it would cost to coach a group of managers or a leadership team. - [Architecture Proposal Template](https://clientary.com/templates/architects/architecture-proposal): Use it to propose design services for a residential or small commercial project after your first site visit. - [Feasibility Study Proposal Template](https://clientary.com/templates/architects/feasibility-study-proposal): Use it when an owner is deciding whether to buy, develop, or renovate a property and needs to know what it can hold. - [Additional Services Authorization Template](https://clientary.com/templates/architects/additional-services-authorization): Use it whenever an owner requests a change or a service that isn't in your agreement, before you begin the work. - [Owner-Architect Agreement Template](https://clientary.com/templates/architects/owner-architect-agreement): Use it once an owner accepts your proposal for design services, on a residential or small commercial project. - [Architectural Services Invoice Template](https://clientary.com/templates/architects/architectural-services-invoice): Use it each month on a design project billed by phase, from schematic design through construction documents. - [Architectural Fee Estimate Template](https://clientary.com/templates/architects/architectural-fee-estimate): Use it after a first meeting, when an owner asks what design services for their project would cost. - [MEP Engineering Proposal Template](https://clientary.com/templates/engineering/mep-engineering-proposal): Use it when an architect or owner asks you to propose building systems design for a new building or a major renovation. - [Structural Engineering Proposal Template](https://clientary.com/templates/engineering/structural-engineering-proposal): Use it when an architect asks you to propose structural services, once you've seen the program and preliminary drawings. - [Additional Services Request Template](https://clientary.com/templates/engineering/additional-services-request): Use it when an architect's or owner's change falls outside your agreed scope, such as a revised layout after a phase is complete. - [Engineering Subconsultant Agreement Template](https://clientary.com/templates/engineering/engineering-subconsultant-agreement): Use it when you're engaged as a structural, MEP, civil, or other specialty consultant to an architect or another prime design firm. - [Engineering Services Invoice Template](https://clientary.com/templates/engineering/engineering-services-invoice): Use it each month on a design project billed by phase, whether you work for an architect or directly for an owner. - [Engineering Fee Estimate Template](https://clientary.com/templates/engineering/engineering-fee-estimate): Use it when an owner, buyer, or architect asks what an assessment, study, or other hourly engineering work would cost. - [Change Order Template](https://clientary.com/templates/construction/change-order): Use it whenever the owner asks for something outside the contract, a hidden condition turns up, or an allowance selection costs more than its budget. - [Construction Proposal Template](https://clientary.com/templates/construction/construction-proposal): Use it after a walkthrough and measure, when a homeowner is comparing bids for a remodel or renovation. - [Construction Contract Template](https://clientary.com/templates/construction/construction-contract): Use it once a homeowner accepts your bid for a remodel or renovation, before you pull permits or order materials. - [Subcontractor Agreement Template](https://clientary.com/templates/construction/subcontractor-agreement): Use it when you hire an electrician, plumber, or other trade for part of a job, before they start on site. - [Construction Invoice Template](https://clientary.com/templates/construction/construction-invoice): Use it each time a job reaches a milestone in your payment schedule, or adapt it for the first or final payment. - [Construction Estimate Template](https://clientary.com/templates/construction/construction-estimate): Use it after a walkthrough, when a homeowner wants a price for a remodel or repair before you write a full proposal and contract. - [Commercial Interior Design Proposal Template](https://clientary.com/templates/interior-designers/commercial-interior-design-proposal): Use it when a business is leasing, moving, or refitting an office and wants a designer to plan the space and see it through to move-in. - [Interior Design Proposal Template](https://clientary.com/templates/interior-designers/interior-design-proposal): Use it after an initial consultation for a residential project, when the client is deciding how much of the work to hand over to you. - [Design Consultation Agreement Template](https://clientary.com/templates/interior-designers/design-consultation-agreement): Use it when a homeowner books a single paid visit for advice on layout, color, furniture, or lighting, without a full design project. - [Interior Design Contract Template](https://clientary.com/templates/interior-designers/interior-design-contract): Use it once a client has chosen to work with you, alongside your proposal or on its own, for a residential or small commercial project. - [Interior Design Invoice Template](https://clientary.com/templates/interior-designers/interior-design-invoice): Use it when a client approves selections and you're ready to place orders, or adapt it to bill a design fee milestone. - [Interior Design Estimate Template](https://clientary.com/templates/interior-designers/interior-design-estimate): Use it after an initial consultation, when a client wants to know what designing and furnishing their rooms will cost. - [Accounting Services Proposal Template](https://clientary.com/templates/accountants/accounting-services-proposal): Use it after a discovery call, when a small business is deciding whether to hand its bookkeeping and monthly close to your firm. - [Tax Preparation Proposal Template](https://clientary.com/templates/accountants/tax-preparation-proposal): Use it when a business owner asks you to prepare their company's return and their own, before you send the engagement letter. - [Bookkeeping Engagement Letter Template](https://clientary.com/templates/accountants/bookkeeping-engagement-letter): Use it once a client accepts your accounting services proposal, before you start onboarding. - [Tax Engagement Letter Template](https://clientary.com/templates/accountants/tax-engagement-letter): Use it once a client accepts your tax preparation proposal, before you start on their returns. - [Accounting Invoice Template](https://clientary.com/templates/accountants/accounting-invoice): Use it on the 1st of each month for a bookkeeping or accounting retainer, adding any extra work the client approved. - [Bookkeeping Cleanup Estimate Template](https://clientary.com/templates/accountants/bookkeeping-cleanup-estimate): Use it when a new client's books aren't current, before monthly accounting can start. - [Legal Services Proposal Template](https://clientary.com/templates/law-firms/legal-services-proposal): Use it when a business without in-house counsel asks how your firm would handle its day-to-day legal work, and what it would cost. - [Flat Fee Engagement Letter Template](https://clientary.com/templates/law-firms/flat-fee-engagement-letter): Use it for a well-defined matter you handle for a set fee, such as forming a company, once your conflict check is complete. - [Hourly Engagement Letter Template](https://clientary.com/templates/law-firms/hourly-engagement-letter): Use it when a client hires your firm for a matter billed by the hour, once your conflict check is complete. - [Limited Scope Engagement Letter Template](https://clientary.com/templates/law-firms/limited-scope-engagement-letter): Use it when a client wants help with one part of a matter, such as reviewing a contract before signing, and will handle the rest themselves. - [Legal Services Invoice Template](https://clientary.com/templates/law-firms/legal-services-invoice): Use it each month for an hourly matter, or adapt it for a flat fee or limited scope engagement. - [Legal Fee Estimate Template](https://clientary.com/templates/law-firms/legal-fee-estimate): Use it when a client asks what a transaction or matter is likely to cost before they engage you. - [Freelance Project Proposal Template](https://clientary.com/templates/freelancers/freelance-project-proposal): Use it after a first call with a new client, for a defined project with a clear start and finish. - [Freelance Contract Template](https://clientary.com/templates/freelancers/freelance-contract): Use it for any project with a new client, alongside the proposal or quote that describes the work. - [Freelance Writing Contract Template](https://clientary.com/templates/freelancers/freelance-writing-contract): Use it when a publication, agency, or business commissions articles, blog posts, or other written content from you. - [Mutual NDA Template](https://clientary.com/templates/freelancers/mutual-nda): Use it before a discovery call or pitch where either side will share non-public information, such as plans, numbers, or customer details. - [Freelance Invoice Template](https://clientary.com/templates/freelancers/freelance-invoice): Use it when you hand off a project, or adapt it to bill a deposit, a milestone, or hours worked each month. - [Freelance Project Estimate Template](https://clientary.com/templates/freelancers/freelance-project-estimate): Use it when a client asks what a project would cost, before you send a full proposal or contract. ## Developers - [API documentation](https://clientary.com/api) - [AI assistants and MCP server](https://clientary.com/api/assistants)