Clients
Manage clients, view invoices, proposals, change requests, and projects from a single panel. Complete client relationship visibility.
Access: /client-flow/clients
The Clients view gives you a complete picture of each client relationship. One panel shows invoices, proposals, change requests, projects, and client-specific insights.
Client List
The main view shows all clients with search and filtering.
Filters
| Entity Filter | Shows |
|---|---|
| Clients | All clients (default) |
| Proposals | Clients with proposals |
| Invoices | Clients with invoices |
| Changes | Clients with change requests |
| Projects | Clients with assigned projects |
Status Filters
Within each entity filter, narrow by status:
- All — Everything
- With Invoices — Clients who have invoices
- Pending Payment — Clients with pending invoices
- Overdue — Clients with overdue invoices
Search
Search by client name across the list.
Client Detail Panel
Click any client to open the detail panel with six tabs.
Tab 1: Enterprise
Client analytics and performance metrics:
- Revenue breakdown (invoices by status)
- Project summary
- Payment history
Tab 2: Insights
Client-specific AI insights:
- Overdue invoices for this client
- Expiring proposals
- Stalled projects
Same format as dashboard Insights tab, filtered to this client.
Tab 3: Proposals
All proposals for this client.
| Column | Description |
|---|---|
| Proposal | Title |
| Status | Draft, Sent, Viewed, Approved, Rejected, Expired |
| Value | Proposal amount |
| Date | Created or sent date |
Actions:
- Create new proposal
- View proposal details
- Filter by status
Tab 4: Change Requests
Scope change history for this client.
| Column | Description |
|---|---|
| Title | Change request description |
| Project | Associated project |
| Status | Draft, Sent, Viewed, Approved, Rejected, Adjustment Requested |
| Value | Amount if applicable |
Actions:
- Create change request
- View details
- Approve/Reject (for received requests)
Tab 5: Invoices
Complete invoice history.
| Column | Description |
|---|---|
| Invoice | Number or reference |
| Status | Draft, Pending, Paid, Refunded |
| Amount | Invoice total |
| Issued | Issue date |
| Due | Payment due date |
Actions:
- Create invoice
- View invoice details
- Issue invoice (for drafts)
- Mark as paid
Tab 6: Projects
Projects assigned to this client.
| Column | Description |
|---|---|
| Project | Name |
| Status | Active, Completed, etc. |
| Budget | Usage percentage |
| Progress | Task completion percentage |
Actions:
- Assign existing project to client
- View project details
Creating a Client
Click New Client from the client list.
Required fields:
- Company name
- Email address
Optional fields:
- Phone
- Address
- Notes
Save to create. The client appears immediately in your list.
Editing a Client
From the client detail panel, click Edit.
Update any field and save.
Deleting a Client
From the client detail panel, access Delete option.
Warning: Deleting a client removes the client record. Consider whether you need to preserve history.
Available Actions Per Client
From any client's detail panel, you can:
| Action | Creates |
|---|---|
| Create Invoice | New invoice for this client |
| Create Proposal | New proposal for this client |
| Create Change Request | New change request for this client |
| Assign Project | Link existing project to this client |
| Edit Client | Modify client information |
| Delete Client | Remove client record |
Workflow Example
New client onboarding
- Create client with company name and email
- Create proposal for initial engagement
- Client approves → Assign project
- Work proceeds → Team logs time
- Create invoice when ready to bill
- Track payment status
Ongoing client
- Open client → Invoices tab
- Create invoice for recent work
- Add line items
- Issue invoice
- Monitor until paid
Client check-in
Before a meeting:
- Open client detail panel
- Check Invoices tab — any overdue?
- Check Proposals tab — any pending?
- Check Projects tab — any at risk?
- Review Insights for client-specific issues
Client Notes
Add internal notes when creating or editing a client. Notes are visible only to your team, never to the client.
Use notes for:
- Key contact preferences
- Billing quirks
- Relationship history
- Internal context
Practical Tips
Start with active clients
Create records for clients you're currently billing. History builds as you use the system.
Use filters strategically
- Overdue filter shows clients needing collection follow-up
- Pending Payment shows cash flow at risk
- With Proposals shows active sales opportunities
Check Insights regularly
Client-level insights surface issues specific to each relationship before they become problems.
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