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Projects, deliverables, reports, and invoicing — all under your brand. Ready in ten minutes.
Free for 14 days · No credit card required
Active
12
Pending review
4
Invoiced
€24.5k
Most agencies manage client work across 5+ disconnected tools. The result: wasted time, confused clients, and missed revenue.
5+
tools per client
Email, Drive, Asana, Stripe, Data Studio — your clients have to log in everywhere.
30–60
min/client/week
Spent on manual status updates, report assembly, and invoice follow-ups.
8%
average churn
Clients who don't see the value of your work will leave within 6 months.
ClientOS replaces the chaos with a professional client experience — under your domain, with your logo.
Six core capabilities. One platform. Your brand on everything.
Your logo, colors, and custom domain. Clients see your brand — never ours. Setup takes minutes, not months.
Organize work into milestones and deliverables. Clients approve or request changes directly in the portal.
Upload your .docx templates — proposals, contracts, inspection reports. Generate pre-filled documents from project data with one click.
Connect data sources and generate professional PDF reports with written summaries. Your brand, your data, zero manual work.
Create and send invoices. Clients pay directly in the portal via Stripe. Zero transaction fees on every plan.
Every client gets a clean overview: project status, pending deliverables, reports, and invoices. No training required.
Here's how a construction inspection firm uses ClientOS to manage 30+ clients.
Upload your inspection report templates (.docx) with placeholders for project data, dates, and parties.
Create a project per property. Add milestones: pre-inspection, final inspection, warranty inspection.
One click generates a pre-filled summons, proposal, or inspection report — ready to review and send.
Your client logs into the branded portal, reviews deliverables, approves or comments, and pays invoices.
No developers needed. No complex migration. Start delivering a better client experience today.
Upload your logo, set your brand colors, connect your domain. Your portal is live in minutes.
Invite clients via email. Create projects with milestones. Upload your document templates.
Share deliverables for approval. Generate reports. Send invoices. Get paid — all in one place.
Fixed monthly price. No per-user fees. No transaction fees. No surprises.
All plans include a 14-day free trial. No credit card required.
For small teams getting started
$79/mo
For growing firms scaling up
$179/mo
For established organizations
$349/mo
Need more? Add 25 reports or 25 extractions for $29/pack.
Save up to $1,475/month compared to competitors that charge 2.9% per transaction. ClientOS charges 0% — on every plan.
Join firms that save hours every week and build stronger client relationships. Start your free trial — no credit card required.
Start free trial