First conversation
A new record opens the moment a serious conversation begins. Posture and stakeholders captured once.
Platform · ClientsEvery thread of the
Every thread of the
relationship, quietly
held in one place.
Client management software for professional services firms. Stripe, Gmail, DocuSign, the master sheet, the wire confirmation — all converging into one dimensional client record. The thing a senior partner keeps in their head, written down at last.
Six tools, fifteen tabs, four spreadsheets — collapsed into one row in your sidebar.
StripeRetainer · $18,400 · paid
GmailRe: MSA v4 — happy to redline
DocuSignAwaiting countersignature
Sheet · row 47Ashford & Vale — Tier S
Bank · wireHSBC · ref 8841-2
CalendarQBR · Apr 30 · 10:00 GMT
A
Ashford & Vale
Private equity · London · Tier S
Recurring$18.4k / mo
Health96 ▲ 4
RenewalQ3 2026
All threads attached · 6 sources reconciled
Read it like a plate from a field guide.
One record, drawn open. Each leader line points to a part of the relationship Clientia holds for you — and the moment you learn one, the rest of the workspace makes sense.
A
Ashford & Vale
Private equity · London
Stakeholders
EVJRHM+2
Recurring
$18.4k
▲ 12.4%
Health
96
▲ 4 pts
Contracts & licenses
MSA v4.2Retainer ’26Ent · 20 seats
Activity
- MSA v4.2 countersigned
- Retainer collected · $18,400
- QBR scheduled · Apr 30
A relationship breathes.
We listen for it.
One client, twelve months. The line is the composite score. The notes are what Clientia surfaced — and to whom — at each turn.
Ashford & Vale · composite health12 months · weighted by recurring · daily snapshots
AugMSA v4 redline cleared
NovSoft month — drift flagged
JanQBR · positive sentiment
AprUp-tier proposed · 38% over
Today96▲ 4 pts · 30d
One record, five chapters.
From the first conversation to the third renewal — every stage lives on the same record, every artifact stays attached.
Counter-signed
MSA, NDA and retainer drafted from your templates, redlined in place, signed PDFs attached automatically.
Onboarding
Licenses provisioned, billing set, kickoff scheduled. The first invoice issues itself.
Reviews that write themselves
A QBR pack composes itself — usage, sentiment, lifetime. Editable, exportable, on your letterhead.
Proposed early
Sixty days before term, Clientia drafts the renewal using the relationship's posture, not last year's defaults.
Questions
The quieter details.
What does a 'client' record actually contain?
A tier, a profile, the people on both sides, the contracts, the licenses, the recurring schedules, the lifetime value, the sentiment posture, and a continuously updated health score. It's the row a senior partner would write if they had the time.
Is the health score auditable?
Yes — every input that contributes to a score change is logged with timestamp, source and weight. There's no black box. You can drill down to the exact event that nudged a number.
Can different partners see different views of the same client?
Yes. Roles are scoped at the workspace and at the record level. A senior partner sees the financial spine; an account lead sees the operating one; a stakeholder gets a portal that shows them only their own footprint.
How do you migrate clients from HubSpot, Salesforce or a spreadsheet?
We import contacts, contracts, subscriptions, invoices and historical correspondence in under 48 hours. The first scored snapshot of every relationship is ready the day after the import completes.
Where does the data live?
Your choice of EU (Frankfurt) or US (Virginia) at provisioning. Per-tenant key isolation, AES-256 envelope encryption at rest, TLS 1.3 in flight. The Security page covers the full posture.
Can we white-label the client portal?
On the Atelier tier and above, yes — your typography, palette, domain and report templates. Clients log in to what looks like your firm, not ours.
For partners & principals
Bring every relationship into one quiet record.
We're admitting a small number of firms in early cohorts. Migration is handled inside two business days, the first scored snapshot is ready the day after, and your team keeps working in the meantime.
- Migration in 48 hours
- Per-tenant key isolation
- First health scores in 24h
Switching from HubSpot, Salesforce, Monday, or Zoho? See how we compare.