Taking you there…
ClientFive
For freelancers and virtual assistants
Keep your freelance clients, tasks, and cash flow in one place.
ClientFive is software for managing client work. Keep client details, tasks, notes, invoices and cash flow in one workspace.
For
Freelancers
Tracks
Client fit
Optimizes
Long-term matches
Example client workspace
Sample workspace data
SC
Studio Coral
Brand refresh retainer
92
Review your rate
RS
Renz Studio
Landing page sprint
63
Follow up before Friday
NO
Northstar Ops
Monthly VA support
84
Schedule a check-in
87C-Score
Best match
High-fit client
Responsive, stable scope, strong payment history.
Client notes
Review the timeline, preferences and next steps before your client call.
Animated product examples
See the workspace.
These animated examples use sample data. They show client records, C-Score, follow-ups, cash flow and planning—not live account data or measured results.
C-Score graph
Review client fit.
Review responsiveness, payment, scope and relationship fit.
91C-Score
Follow-ups
Plan your next client update.
Today 10:30
Call Studio Coral
Ask about launch blockers
Thu 2:00
Send Renz mockup
Attach homepage revision notes
Fri 9:00
Invoice reminder
Gentle nudge after 7 days
Cashflow
Track payments, invoices and set-asides.
Paid
$4,820
Due
$1,240
Tax jar
$964
Social Planner
Organize client content.
LinkedIn case study
Draft
Instagram carousel
Scheduled
Client win recap
Needs image
Friday value post
Ready
What is inside C5
Tools for everyday client work.
For freelancers and virtual assistants managing multiple clients.
Client relationships
Client records
Keep client details, history and follow-ups together.
Example: Review recent notes before a rate discussion.
Fit and boundaries
C-Score
Review client fit using the details you record.
Example: Review payment and scope issues before renewal.
Conversation context
Client notes
Save notes and review past updates before a call.
Example: Check the preferred update format and next milestone.
Fast capture
Recordings and project notes
Save recordings and notes. Recording and storage limits depend on your plan.
Example: Save a Take and write down the next steps.
Operations
Tasks and schedules
Organize tasks, meetings and project notebooks.
Example: Link a task to a client and keep notes in Stacks.
Business growth
Freelance cash flow and invoices
Record income, expenses, invoices and payment status.
Example: Save an invoice PDF and follow up manually. Client email sending is unavailable.
For virtual assistants
Manage your VA client work.
Organize client details, tasks, calendar events and notes. Use VA Tools for admin work; each tool has its own limits and availability.
Explore virtual assistant toolsTrack client invoices.
Create invoice PDFs and record received payments. ClientFive does not collect payments. Email sending from Clients is unavailable.
ClientFive Pro is in beta and under development. Pricing and payment options are hidden until Lemon Squeezy is ready. Payments are not available yet.
About Pro betaA simple workflow
Record. Review. Act.
Record updates, review notes and choose your next task. Use your judgment when reading scores or generated suggestions.
1
Capture
Record client updates, notes and invoices.
2
Understand
Review client history and C-Score.
3
Act
Add a task, schedule a call or update an invoice.
Clients
VA Tools
Stacks
Reach
Get organized
Stop managing clients from memory.
Keep client records and next steps together so you can get back to your work.