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Clientary
Clientary is all-in-one client work software for service businesses: proposals and contracts with e-signatures, estimates, projects, time tracking, invoicing, online payments, recurring billing, retainers, and a branded client portal. It has served freelancers, agencies, consultants, and professional firms since 2008.
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-21T17:54:55.636Z. Cached copy · Source on clientary.com
# Clientary
> Clientary is all-in-one client work software for service businesses: proposals and contracts with e-signatures, estimates, projects, time tracking, invoicing, online payments, recurring billing, retainers, and a branded client portal. It has served freelancers, agencies, consultants, and professional firms since 2008.
Key facts:
- Made by Unbrew, Inc., San Jose, California. Founded 2008.
- Plans, billed monthly in US dollars, users included: Basic $19/mo (1 user), Team $39/mo (3 users), Agency $59/mo (5 users). Agency adds users at $10/mo each. 14-day free trial, no credit card.
- No per-invoice fees, and no cut of online payments: payments go to the business's own Stripe, PayPal, or Authorize.Net account. Online payments are on the Team and Agency plans.
- Works worldwide and invoices in any currency. The app interface is in English.
- Web app, plus iOS and Android apps.
- AI assistants (Claude, ChatGPT, Gemini, Claude Code) connect through an MCP server at https://www.clientary.com/mcp, signing in as the user with their permissions.
## Product
- [Proposals](https://clientary.com/proposal-software): Proposals with pricing packages clients choose from, signed online
- [Estimates](https://clientary.com/estimate-software): Itemized quotes clients accept or decline online
- [Contracts](https://clientary.com/contract-software): Contracts from templates that start the project and deposit invoice once signed
- [E-Signatures](https://clientary.com/e-signature): Named signers on both sides, each with their own link, reminders, and a signed copy for everyone
- [Lead Forms](https://clientary.com/online-form-builder): Forms that capture leads and onboard clients
- [Project Management](https://clientary.com/project-management): Projects with phases, tasks, budgets, and a client view
- [Time Tracking](https://clientary.com/time-tracking): Timers, timesheets, and eight ways to turn time into an invoice
- [Resource Planning](https://clientary.com/resource-planning): Committed hours against each person's capacity
- [Expense Tracking](https://clientary.com/expense-tracking): Expenses with receipts, rebilled at cost or with a markup
- [Subcontractors](https://clientary.com/subcontractor-management): Contractors track time in their own account, it lands in your project at your rate, and they invoice you
- [Reporting](https://clientary.com/reporting): Invoice, payment, timesheet, committed hours, expense, estimate, lead, and retainer reports, exportable to CSV
- [Client Portal](https://clientary.com/client-portal): A branded portal on your own domain
- [Invoicing](https://clientary.com/invoicing): Branded invoices with taxes, discounts, and multiple currencies
- [Online Payments](https://clientary.com/online-payments): Card, ACH, SEPA, and PayPal payments on invoices
- [Recurring Billing & Autopay](https://clientary.com/recurring-billing): Recurring invoices that send, draft, or charge saved payment methods
- [Payment Reminders & Late Fees](https:
…
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