Figma and Adobe for the work. Notion or Trello to track it. DocuSign for the proposal. QuickBooks for the invoice. Dropbox for the deliverables. Toggl for the hours. Six tools, three logins, no single source of truth on whether the Atlas project is over budget or whether Harbor Lane's retainer balance is enough to cover next month.
Clientary replaces the business operations layer: proposals, contracts, time tracking, project budgets, retainer billing, branded client portals, and online payments in one place. Figma stays for design. Clientary handles everything around it, so you get back to designing.
Whether you're a solo identity designer, a 4-person packaging studio, or a 10-person multi-disciplinary practice, the workflow fits.
Discovery, positioning, full visual identity systems, brand guidelines. Quote-then-engage with proposals clients actually sign.
Logo design, naming, visual systems for new ventures. Project-based billing with clear scope and revision rounds.
Primary and secondary packaging, SKU rollouts, dieline production. Multi-phase project budgets that warn before you blow them.
Books, magazines, annual reports, large-format print. Time tracking that captures every hour of production.
Website design, art direction for digital products, motion-aware brand systems. Branded client portal for handoff.
Ongoing brand maintenance, asset extensions, guideline updates. Monthly retainers with automatic invoicing and rollover credit.
Polished proposals with phase breakdowns, optional add-ons, and digital acceptance. Client signs the contract online. Approved scope converts to a project in one click. No PDF email loops.
One-click time tracking for every designer in the studio. Hours roll up by project automatically, and budget burn is visible the day work happens. Not the day the invoice goes out.
Set a budget in hours or dollars per project. Watch real-time as hours accrue against scope. Catch a revision round eating into margin before it's too late to have the scope conversation with the client.
Brand identity work often continues past launch: logo extensions, asset rollouts, guideline updates. Set up a monthly retainer with automatic invoicing, track balances per client, and carry over unused credit.
Every client gets a branded portal under your studio's identity. They view invoices, approve concepts and revisions, sign contracts, and download deliverable files. Cleaner than email; faster sign-off; reads more professional.
Invoices accept credit card, ACH, or bank transfer. Automated reminders, late-fee policies, and online payment links mean no more "did you get a chance to look at the invoice?" emails to the founder you just delivered a brand to.
“Clientary turned our time tracking into invoicing without any of the manual work. We finally have a clear picture of which projects make us money.”
Common questions from brand, packaging, editorial, and digital design studios evaluating Clientary.
Most small-to-mid design studios run on a stack of Figma + Notion + QuickBooks + DocuSign + Dropbox. Clientary replaces the business operations layer with one platform: proposals, contracts, time tracking by project and team member, project budgets, branded client portals, and online payments. Figma stays for design. Clientary handles everything around it.
Designers log time against the project they're working on. Clientary rolls up hours per project and per studio member automatically, so you can see real-time budget burn, what's billable vs internal, and which clients are eating margin. No spreadsheets required.
Yes. Brand identity work often continues past launch with logo extensions, asset production, and brand guideline updates. Set up a monthly retainer with automatic recurring invoicing. Clientary tracks balance and rollover credit per client, sends the next invoice on schedule, and gives clients visibility through the portal.
Every client gets a branded portal under your studio's identity. They view invoices, approve proposals and revisions, sign contracts, and download deliverable files. No more email threads with v3-FINAL-final-revised.zip. Sign-off lives in the portal.
Yes. Invoices, payments, and clients export to QuickBooks Online so your bookkeeper still has the financial source of truth. Most design studios use Clientary as the operations and client-facing layer and let QuickBooks remain the books.
Yes. 14 days, no credit card required. Most studios finish evaluating in under a week: import a few clients, set up a sample project, send a test proposal, and see whether the workflow holds together.
Free 14-day trial. No credit card required. Cancel any time.
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