Linear or Jira for the engineering work. Toggl or Harvest for timesheets. QuickBooks for invoicing. DocuSign for the SOW. A Notion page for the client roadmap. A shared Slack channel for change requests. Engineers context-switch all day, account leads chase weekly hours, and nobody knows real project margin until the quarter closes and the runaway scope discovery shows up in the P&L.
Clientary replaces the business operations layer: proposals, contracts, time tracking, project budgets, retainer billing, branded client portals, and online payments in one place. Engineering tools stay engineering tools. Clientary handles the client-facing operations.
Whether you're a 4-person frontend shop or a 25-person product engineering studio, the workflow fits how dev work actually gets billed.
Marketing sites, landing pages, CMS builds. Phase-based proposals with clear scope and pixel-perfect deliverables.
Bespoke web apps, internal tools, SaaS MVPs. Project budgets in hours or fixed-fee, with real-time burn visibility.
Shopify, BigCommerce, headless commerce, WordPress, custom CMS. Multi-phase rollouts with change-order workflows.
iOS, Android, React Native, Flutter. Per-platform billing with maintenance retainers post-launch.
Monthly hosting, monitoring, bug fixes, and support windows. Recurring retainers with balance tracking and rollover credit.
Embedded teams, fractional CTOs, long-cycle product work. Retainer-driven engagements with month-over-month visibility.
Send a polished proposal with phased scope, estimated hours, and optional add-ons. Client signs the contract online. Approved scope converts to a project in one click. The budget you quoted becomes the budget you track.
One-click timers engineers can start without leaving focus. Hours roll up by project automatically through time tracking. No Friday timesheet ritual, no spreadsheet reconciliation, no surprises at invoice time.
Set the budget in hours or dollars per project. Watch real-time as developer hours accrue. Catch a runaway feature ask in week 3 instead of finding out about it in the month-end close.
Post-launch maintenance, hosting, support, SLA hours. Set up a monthly retainer with automatic invoicing, balance tracking per client, and rollover credit. The client sees their own balance through the portal.
Every client gets a branded portal under your studio's identity. They view invoices, approve scope changes (a big one for dev work), sign contracts, and download deliverables. No more 14-email change-order thread.
Invoices accept credit card, ACH, or bank transfer. Milestone billing, automated reminders, late-fee policies. No more "did you see invoice #073 from the sprint demo?" follow-ups to the client product manager.
Common questions from web, software, e-commerce, and product engineering studios evaluating Clientary.
Most small-to-mid dev shops run a patchwork of Linear or Jira for engineering work, Toggl for time, QuickBooks for invoicing, DocuSign for SOWs, and Notion for client docs. Clientary replaces the business operations layer with one platform. Engineers keep their tools. Clientary handles everything around the engineering work.
One-click timers engineers can start without leaving their current focus. Hours roll up automatically against the project they're working on, and you get real-time visibility into budget burn. Nobody has to fill out a Friday timesheet.
Yes. Post-launch maintenance, hosting, monitoring, and SLA support are natural retainer arrangements. Set up a monthly retainer with automatic recurring invoicing. Clientary tracks balance and rollover credit per client, sends the next invoice on schedule, and gives the client visibility through the portal.
Every client gets a branded portal under your studio's identity where they view invoices, approve scope changes (a big one for dev work), sign contracts, and download deliverables. Cleaner than email; faster sign-off on change orders.
Yes. Invoices, payments, and clients export to QuickBooks Online so your bookkeeper still has the financial source of truth. Most dev shops use Clientary as the operations and client-facing layer and let QuickBooks remain the books.
Yes. 14 days, no credit card required. Most dev shops finish evaluating in under a week: import a few clients, spin up a sample project with budget, log a few hours, send a test proposal, and see whether the workflow holds together.
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