Client Management.
Finally, in One Place.
Clients, requests, deadlines, and files — organized in one simple workspace.
Loved by teams that want work to feel lighter.
“Before ClientBase, everything was everywhere — emails, spreadsheets, people’s heads. We were constantly asking, ‘wait, who’s doing this?’ Now we just check ClientBase. It’s made our days a lot less stressful.”
“We used WhatsApp because it was quick, but things kept getting buried once work picked up. It honestly felt messy. With ClientBase, everything’s in one place and we’re not scrambling anymore.”
Less Chaos. More Control.
Work lives everywhere
- Requests in chats
- Deadlines in heads
- Files in inboxes
- No single owner
Work lives in ClientBase
- One request hub
- Clear owners + status
- Files attached to work
- Instant visibility
Everything your firm needs to stay on track.
Client Database
All client information, properly organised. One reliable record for each client, always up to date and easy to access.
Requests
Every request clearly recorded and assigned. No confusion about what was requested, who is handling it, or what is still pending.
Deadlines
Stay on top of important deadlines. See what’s due, when it’s due, and ensure nothing is missed.
Team Visibility
Clear view of your team’s workload. Know who is busy, who has capacity, and where follow-ups are needed.
Documents
Documents stored with the relevant work. No more searching through Drive, email, or chat history.
Insights
Better visibility into how your firm operates. Understand workload, bottlenecks, and where time is being spent.
Flat Pricing.
One flat monthly price gives your whole firm unrestricted access today and as you grow.
FAQ
Quick answers before you book a demo.