Cliento documentation

Everything you need to manage your freelance projects, delight your clients, and get paid — without the overhead.

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Overview

What Cliento is and how it fits into your freelance workflow.

Getting started

Create your account, set up your profile and launch your first project in minutes.

Core features

Projects

Manage milestones, tasks, statuses and track progress automatically.

Quotes

Build and send quotes, collect client acceptance and convert them into projects.

Invoices

Generate professional invoices, export PDF and track payment status.

Client portal

Share a unique link — clients validate milestones and comment without an account.

Clients

Timeline, insights, score history and AI suggestions for every client.

Analytics

Client score, AI assistant and revenue dashboard.

Payments & automations

Payments

Set up Stripe Connect or PayPal to get paid per milestone or invoice.

Automations

Automatic email reminders, notifications and cron configuration.

Scheduling

Appointments

Schedule and track client meetings with calendar export.

Settings

Profile & branding

Upload your logo, pick your brand color and customize email templates.

Pro features

Accounting export

Export invoices, payments and clients in CSV or Pennylane format for your accountant.

Webhooks

Send real-time event notifications to any external URL.

Quick links