Start free

Use case: client projects

Client projects, from kickoff to paid invoice

Run every client project on one board, get work reviewed before it reaches the client, and invoice when it's delivered.

Start freeBook a demo

Free for up to 3 users. No credit card required.

A Slateo board from the Software Development Agency template: client projects moving through Discovery, In Progress, Client Review and Delivered, with workstreams for deliverables, sprints, bugs and invoicing.

What is client project management?

Last updated:

Client project management is planning, delivering and billing work you do for clients. In Slateo, client projects move through stages like Discovery, Client Review and Delivered, deliverables pass an internal check before they go out, requirements are confirmed as read, and invoices are created from the same workspace.

Requirements

A record that the brief was read

Link the client's requirement documents to a task. The person doing the work marks each one as reviewed, and Slateo records who confirmed it and when.

Collaboration →
A Slateo task with a linked requirement document, SSO Requirements v3, and a Mark as Reviewed button.

Review

Nothing goes to the client unchecked

Require an approval before work enters Client Review or Delivered. Ask the reviewer directly and remind them if it's waiting.

Workflows and approvals →
A task in Slateo waiting for a reviewer's approval, with Remind and Approve buttons.

Billing

Invoice when it's delivered

Create an invoice from the client's record or a won deal, with tax and discounts, and email it with your logo on the PDF. Record payments as they arrive.

Invoicing →
An invoice in Slateo with three line items, sales tax on one, a discount, a recorded payment and the balance due.

Also for client work

  • Agency template

    Start with workstreams for client projects, deliverables, sprints, bugs and invoicing.

  • Client intake form

    Ask every new client the same questions with a public form.

  • Private projects

    Limit a client's project to the people working on it.

  • Deals

    Track proposals and new work as deals with a value and close date.

Free for small teams

Free covers up to 3 users and 3 projects, with customers and invoices. Pro adds unlimited users and projects.

Compare plans →

Questions

Can clients log in to see progress?

Not yet. Slateo has no client portal, so share updates and invoices by email.

Can I invoice clients from Slateo?

Yes. Create invoices with line items, tax and discounts, email them with the PDF attached, and record payments.

Does Slateo track time?

No. Add hours or fees as line items on the invoice.

Is there a template for client work?

Yes. The Software Development Agency and Consulting Firm templates set up client projects with stages like Discovery, Client Review and Delivered.

Related

Run every client project in one place.

Start free. No credit card required.

Start free