We've provided example consulting proposals, agreements, invoices, and estimates for independent consultants and small firms. They're a great place to start and ready to send. You can edit any of these online and see how it looks to your client.
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.
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.
Use it when a client wants ongoing access to your advice, rather than a single defined project.
Use it for each new project with a client who has signed your consulting agreement, so the lasting terms don't need repeating.
Use it each month for an advisory retainer, or adapt it to bill hourly consulting work and expenses.
Use it after a first call, when a client asks what a defined piece of consulting work would cost before committing to a proposal.
Branded invoice designs you can customize down to the HTML and CSS.
Estimate designs that match your invoices.
The designs that give every proposal and contract its look.
Five reminder emails to copy, from friendly to final.
Freelancers, agencies, and firms run their client work on Clientary. Read their stories.
Rated excellent: See why users rave about us
Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.
Robin H.
Freelance Writer
With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.
Chris M.
Digital Marketer / Founder
When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."
Brian N.
Consultant / Executive Coach
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