Clients
A dedicated page for every client — timeline, insights, score history and AI-powered suggestions.
Overview
The client page gives you a dedicated view for every client — their full history, financial insights, score and AI-powered suggestions — all in one place.
Access it from Dashboard → Clients → Fiche on any client card.
Note
The client page is available on all plans. Timeline, insights and AI suggestions require Solo or Pro.
Client page
The client page assembles four sections around a single client:
- Score — reactivity and reliability rating out of 10
- Insights — automatically computed financial and behavioral data
- AI suggestions — relance and pricing recommendations (Pro)
- Timeline — chronological feed of all activity with this client
From the header you can also reach the client's email, phone and all linked projects directly.
Timeline Solo / Pro
The timeline is a unified chronological feed of everything that happened with a client across all their projects — no need to open each project individually.
Each event is typed and color-coded:
| Type | What it represents |
|---|---|
| Project | A new project was created for this client |
| Milestone | A milestone was validated, rejected or marked as waiting |
| Comment | A comment was posted by you or the client |
| File | A file was shared through the portal |
Events are sorted from most recent to oldest. Click the arrow on any event to jump directly to the relevant project.
Tip
Use the timeline before a client call to get a quick recap of recent exchanges without opening each project.
Insights Solo / Pro
Insights are computed automatically from the client's projects, milestones and paid invoices. They update each time you open the client page.
| Metric | Description |
|---|---|
| Average budget | Average total milestone amount per project |
| Total revenue | Sum of all paid invoices for this client |
| Projects | Total number of projects created |
| Frequency | Average number of days between projects |
| Common services | Milestone titles that appear in 2 or more projects |
Tip
If "Common services" shows recurring milestone titles like "Design mockups" or "Development sprint", those are your core service lines with this client — useful when writing a new quote.
Note
Insights require at least one completed project with milestones to show meaningful data. New clients will show "—" for most metrics until enough history is built up.
Client score
Each client has a score from 0 to 10 computed automatically from their behavior across all projects. See Analytics → Client score → for the full methodology.
The score appears in compact form on the client list and in full detail on the client page, with a breakdown of each component.
Client risk detection Pro
Cliento automatically evaluates a risk level for each client based on behavioral signals across all their projects. Risk is separate from the client score — it focuses on patterns that can block a project or delay payment.
Risk signals
The risk level is computed from five signals:
| Signal | What it detects |
|---|---|
| Overdue payments | Invoices past their due date and not yet paid |
| Overdue milestones | Milestones past their due date and still unpaid |
| Client silence | No interaction (comment, validation, file) for an extended period on active milestones |
| Repeated refusals | Milestones rejected multiple times without resolution |
| Score decline | Client score dropped significantly in the last 30 days |
Risk badge in the client list
Each client card in the client list displays a color-coded risk badge when a risk is detected:
- High — multiple active signals requiring immediate attention
- Medium — one or two signals worth monitoring
- Low — minor signal, no immediate action required
No badge means no risk detected at the time of the last calculation.
Risk detail in the client page
The client page includes a dedicated risk block listing all active signals with plain-language labels — for example: "2 invoices overdue", "No client response in 18 days", "Score dropped 3 points this month".
Below the signals, Cliento displays a suggested action based on the most severe signal:
| Situation | Suggested action |
|---|---|
| Overdue payments | Send a payment reminder |
| Overdue milestones | Follow up and propose a revised deadline |
| Client silence | Send a check-in message |
| Score decline | Review payment terms or request an upfront deposit |
Tip
Use the risk block before starting a new project with an existing client. A medium-risk client is not a client to avoid — it's a client to work with differently: clearer scope, shorter milestones, or upfront payment.
Note
Risk detection is computed from your existing Cliento data. It requires at least one project with milestones to produce meaningful results.
Score history and degradation alerts Pro
On the Pro plan, Cliento tracks your client's score over time and saves a snapshot each time it changes significantly. This lets you see whether a client is becoming more or less reliable over time.
A line chart on the client page shows the score evolution over the past months.
If a client's score drops by 2 or more points within a 30-day window, Cliento sends you an automatic email alert so you can take action before it affects your project.
Tip
A declining score often signals a change in the client's situation — budget pressure, internal reorganisation, or a new decision-maker. The alert gives you time to adjust your terms or communication before the relationship deteriorates.
AI suggestions Pro
The AI suggestions widget analyzes the client's profile — score, budget history, last activity, validation behavior — and surfaces 2 to 3 concrete, actionable recommendations.
Suggestions fall into three categories:
| Type | Example |
|---|---|
| Relance | Client has been inactive for 45 days — suggest a check-in |
| Tarification | Client has a high average budget and strong score — consider raising your rates |
| Info | Validation rate is low — consider clearer deliverable definitions |
Click Generate suggestions the first time to run the analysis. Click Regenerate at any time to refresh with the latest data.
Note
Suggestions are generated by AI based on patterns in your data. They are recommendations, not instructions — use your own judgment before making any business decisions.
CSV client import Solo / Pro
Instead of creating clients one by one, you can import a list from a CSV file. This is useful when migrating from another tool or onboarding a batch of clients at once.
Access it from Dashboard → Clients → Import CSV.
Accepted columns
| Column | Required | Description |
|---|---|---|
name | ✅ | Full name of the client contact |
email | ✅ | Must be a valid email address |
company | No | Company or organization name |
phone | No | Phone number in any format |
address | No | Billing address |
country | No | Country code (e.g. FR, US) |
vatNumber | No | Tax ID or VAT number |
The first row must be the header row. Column order does not matter.
Import process
The import follows a two-step flow:
- Upload — select or drag your CSV file (max 500 rows per batch)
- Preview — review a row-by-row analysis before anything is written
- Confirm — only valid rows are imported; duplicates and errors are skipped
Duplicate detection
A row is flagged as duplicate if a client with the same email address already exists in your account. Duplicates are skipped automatically — they are never overwritten.
Row statuses in the preview
| Status | Meaning |
|---|---|
| Will be imported | Row is valid and will be created |
| Already exists | Email matches an existing client — skipped |
| Error | Missing required field or invalid email — skipped |
Tip
Download the sample CSV from the import page to get a pre-formatted template with all accepted columns.
Note
The import is limited to 500 rows per batch. For larger lists, split your file and run multiple imports.
Appointments Solo / Pro
The client page includes an Appointments section listing all meetings scheduled with that client. The list defaults to upcoming appointments and is scoped to that client only.
Click Schedule appointment in the client header to create a new meeting — the client and their projects are pre-filled automatically.
See Appointments → for the full feature documentation.