The client, not just the task
A Trello board knows about a card. Clientia knows about the client — their tier, their contact history, their health score, the contract they signed, the retainer they're on, and the license seats they hold.
ComparisonClientia vs. Trello
Clientia vs. Trello
One workspace,
not four subscriptions.
Trello is the right board for tracking delivery work. Clientia is the workspace for everything around it — the contract that governs the engagement, the retainer that pays for it, and the relationship that spans years.
No per-seat pricing·Built for professional services·14-day free trial
MN
activeMaison Noir
Atelier client · €18,400 /mo
ContractMSA · signed 24 Apr
LiveRetainerMonthly · day 1 · CPI-linked
BillingLicenses14 / 20 seats · Q2 review due
TrackedPortalmaison.firm-name.com
Branded↳
replacesDocuSign
↳
replacesBilling tool
↳
replacesClient portal
↳
replacesSpreadsheet
The difference
Why firms choose Clientia over Trello.
A Trello card is a task. A client relationship is not. Clientia handles the layer that lives behind and between every project your team delivers.
Native contracts and e-signature
Trello has no contract management. Clientia handles the full contract lifecycle — drafting, e-signature, obligation tracking, and renewal — so the agreement governing the work is held in the same workspace as everything else.
Automated retainer collection
Trello cannot collect a retainer. Clientia collects recurring fees automatically via Stripe, GoCardless, or Adyen — matched to the contract schedule, without a separate billing tool.
Feature comparison
What you get with Clientia.
Feature
Clientia
Trello
Contract lifecycle & e-signature
Per-client license tracking
Native retainer & recurring billing
Pricing by managed clients (not seats)Trello charges per member on paid plans
White-labeled client portal
Obligation & renewal tracking
Tamper-evident audit trail
Simple visual task boardTrello's core strength; Clientia handles engagement-level work
Data residency choice (EU / US)
PricingAdd a person. Their bill grows.
Add a person. Their bill grows.
Ours doesn't.
Trello is inexpensive for task tracking, but professional service firms running Trello also pay for DocuSign, a billing tool, a client portal, and often a spreadsheet consultant. Clientia consolidates all of it.
ClientiaTrello
5people
€39Studio
€175
10people
€119Atelier
€225
20people
€119Atelier
€325
Trello estimated at Premium plan (~€10/user/month) plus DocuSign (~€25/mo), billing tool (~€50/mo), and a portal tool (~€50/mo). Clientia shows the recommended tier.
Common questions
Switching from Trello.
What firms ask before moving from Trello to Clientia — answered honestly, in plain language.
Is Clientia a Trello replacement?
For task boards, no. Trello is better at visual task tracking than Clientia. Clientia replaces the stack of tools professional service firms add on top of Trello — DocuSign for e-signature, Stripe or FreshBooks for billing, a portal vendor for client access, and the spreadsheets holding everything together.
What does Clientia add for an agency already using Trello?
Clientia adds the client relationship layer: contracts with e-signature, retainer billing, license seat tracking, a white-labeled client portal, and health scoring across your client book. These are the workflows Trello boards approximate but cannot enforce.
Can both Trello and Clientia coexist in the same firm?
Yes, and it's the most natural pairing. Trello handles the delivery work — the cards, the board, the columns. Clientia holds the relationship that governs the work: the contract terms, the billing schedule, the obligations, and the client record. The two layers don't overlap.
Ready to switch?A card doesn't know about the contract that created the project — Clientia does.
A card doesn't know about the contract that created the project — Clientia does.
Start in minutes.
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.