The workspace your retainers have been waiting for.
Design agencies run on long-term client relationships — retainers, annual contracts, license seats for the tools and access your clients hold. Clientia is built for exactly this: contracts that govern the engagement, billing that collects itself, and a client portal your clients will actually use.
What most design agencies live with.
- 01
Retainers tracked in spreadsheets
Monthly retainers are the lifeblood of a design agency. Most agencies track them in a spreadsheet, check who's due at the start of each month, and manually trigger an invoice. When a client is late, there's no system — just a conversation. Clientia automates the collection, matches it to the contract schedule, and alerts you before a retainer drifts.
- 02
Contracts scattered across email
MSAs, SOWs, NDAs — they live in email threads, Google Drive folders, and the occasional DocuSign sent-items. When a client dispute arises or a renewal is due, finding the right version of the contract is a project in itself. Clientia holds every contract in the client record, with its negotiation history, signed version, obligations, and renewal date in one place.
- 03
Client portals that feel like someone else's software
Most design agencies use a generic client portal that announces itself immediately — branded with the software vendor's logo, hosted on a subdomain that isn't the agency's. For agencies charging €5,000–€20,000 monthly retainers, the portal is part of the client experience. Clientia's portal is white-labeled on your domain, in your colours.
- 04
Seat-based billing that grows with your team, not your clients
HubSpot, Asana, and most tools charge per team member. Hire a senior designer, pay more. Clientia charges per managed client — so adding team members doesn't add cost, and the pricing reflects the actual value you're buying: management of each client relationship.
What it looks like when it works.
Retainers that collect themselves
Set the retainer schedule once from the signed contract. Clientia collects via Stripe, GoCardless, or Adyen on the agreed date — reconciled automatically. 87.8% of retainers collected on time without manual intervention.
One record for each client relationship
Every client gets a dimensional record: their tier, their contacts, their health score, every contract they've signed, every retainer they're on, every license seat they hold. When a client calls with a question, the answer is in Clientia.
A portal that reflects your work
Your clients access their contracts, invoices, and shared documents through a portal that looks and feels like your agency — your logo, your domain, your aesthetic. Standard on Atelier and above.
Pricing that scales with your client book
Clientia's Studio plan covers 25 clients. Atelier covers 100. You're paying for how many clients you manage, not how many designers you employ. Startup and agency programs offer additional discounts for young firms.
A typical engagement, handled.
- 01A new client signs onUpload or draft the MSA in Clientia's contract module. The client signs via Scrive e-signature. The signed contract creates the client record, the retainer schedule, and any license seats in one action.
- 02The retainer collects automaticallyOn the agreed billing date, Clientia collects the retainer via your payment method of choice. You see a reconciled record; the client sees a branded invoice in their portal.
- 03Renewals are flagged at 60 daysSixty days before a contract renewal date, Clientia alerts your team. Time to renegotiate terms, adjust pricing, or let the contract auto-renew based on the clause you set.
- 04Health scoring surfaces drift earlyClientia's intelligence module scores engagement health across your client book — engagement frequency, payment patterns, contract utilisation. Flagged clients get attention before they churn.
See how Clientia compares.
What design agencies ask.
Built for design agencies.
Quiet by design.
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