ClickUp handles your delivery and collaboration. Clientia handles your client operations — the contracts, retainers, license seats, and billing that no project board was designed for.
ClickUp is extraordinarily flexible, which is why every firm using it as a CRM has a different setup. Clientia is opinionated — the contracts, retainers, license seats, and client portal are already shaped for how professional service firms work.
ClickUp can be shaped into a CRM, a billing tracker, and a client portal — if you invest weeks configuring it. Clientia ships with those workflows already in place. Your first contract, retainer, and license seat record can be live on day one.
A ClickUp board with custom fields named 'contract date' and 'signed?' is not contract management. Clientia's contract module has a clause library, redlining, e-signature, obligation tracking, and a tamper-evident audit trail built in.
ClickUp has no billing. Adding Stripe or an invoicing tool gives you a second system that knows nothing about the ClickUp record it's funding. In Clientia, the retainer is created from the signed contract — the billing schedule, the seat count, and the renewal date are the same object.
ClickUp charges per member for project management. Matching Clientia's client operations features requires ClickUp Business + DocuSign + a billing tool — three subscriptions, three data models.
ClickUp estimated at Business plan (€12/user/month) plus DocuSign Essentials (~€25/mo) and a billing tool (~€50/mo). Clientia shows the recommended tier.
What firms ask before moving from ClickUp to Clientia — answered honestly, in plain language.
Clientia is built for boutique professional service firms — law firms, consultancies, agencies, and accountancy practices — that need a workspace as considered as the work they deliver. Your first contract, retainer, and client record can be live today.