Consulting practice ops
ClientOps handles the setup fee, the onboarding, and the monthly retainer — so you can focus on the work, not the admin.
Not a generic freelancer tool — built for the specific rhythm of setup fee → client onboarding → monthly retainer.
Automate the onboarding payment. Clients pay the setup fee, onboarding kicks off. Gate your retainer on delivery, not hope.
Every client has a status: setup pending, active, paused, closed. Retainers are logged, due dates are visible, no client falls through the cracks.
Monthly retainer invoices generated automatically. No chasing, no spreadsheets, no end-of-month scramble.
A branded space where clients see their onboarding status, download invoices, and track what's been delivered.
MRR, client count, pipeline, churn. A single view of the health of your practice — not your whole business, just yours.
Store scopes of work, contract terms, and exit clauses. When clients pause or leave, it's all documented and enforceable.
Most solo consultants leave money on the table by not systematizing the retainer lifecycle. ClientOps makes the setup-fee-to-retainer flow the operating system of your practice.
Stop managing clients in spreadsheets. ClientOps turns the setup-fee-to-retainer cycle into a repeatable, profitable machine — so you can build a practice worth keeping.