Client management for professional services
Know where every client relationship stands
ClientPath gives consultancies a single source of truth for clients, projects, time, and billing. Stop juggling spreadsheets. Start running your practice with confidence.
14-day free trial. No credit card required.
Built for teams that run on client relationships
100%
Feature access on every plan
REST
Full API for integrations
SOC 2
Enterprise-grade security
5 min
Setup to first client
Core Platform
Everything you need to manage client engagements
From first contact to final invoice, ClientPath tracks the full lifecycle of your client relationships.
Client Directory
Centralised client profiles with company details, contacts, and full relationship history. Always know who you are working with.
Health Tracking
At-a-glance health status for every client. Spot at-risk relationships before they become problems.
Project Tracking
Track engagements from kickoff to completion. Progress, milestones, and deadlines in one view.
Task Management
Break projects into actionable tasks. Assign to team members, set priorities, and track completion.
Time Tracking
Log billable and non-billable hours with a built-in timer. Timesheets that feed directly into invoicing.
Invoicing
Generate invoices from tracked time. Handle expenses, billable rates, and payment tracking.
Team Management
See who is working on what, and where capacity sits
Utilisation reports show you exactly how your team's time is allocated across clients and projects. Spot overloaded consultants, find spare capacity, and make informed resourcing decisions.
-
Team utilisation dashboard
Billable vs non-billable hours at a glance for every team member.
-
Workload balancing
See who has capacity and who is stretched before assigning new work.
-
Revenue forecasting
Project pipeline and billable forecasts to plan with confidence.
Developer Friendly
API-first architecture
Every feature is available via REST API. Build custom integrations, automate workflows, or connect ClientPath to your existing tool stack.
- Full REST API with JSON responses
- Personal API tokens for secure access
- Webhooks for real-time notifications
- Comprehensive endpoint documentation
# List all clients
curl -H "Authorization: Bearer $TOKEN" \
https://app.clientpath.io/api/v1/clients
# Create a project
curl -X POST \
-H "Authorization: Bearer $TOKEN" \
-H "Content-Type: application/json" \
-d '{"name": "Q1 Strategy", "client_id": 42}' \
https://app.clientpath.io/api/v1/projects
# Response
{
"id": 108,
"name": "Q1 Strategy",
"status": "active",
"progress": 0
}Experience
Designed for how consultants actually work
A polished interface that prioritises speed and clarity. Every interaction has been considered.
Dark Mode
Switch between light and dark themes. Your preference is remembered.
Mobile Ready
Full functionality on any device. Check clients on the go.
Keyboard First
Power-user shortcuts for navigation, search, and actions.
Global Search
Find anything instantly across clients, projects, and tasks.
CSV Export
Export clients, projects, and tasks. Your data is always portable.
Guided Onboarding
Set up your organisation and start tracking clients in minutes.
Accessible
Keyboard navigation, screen reader support, and ARIA labels throughout.
Use Cases
Built for teams that bill for their expertise
Whether you are a solo consultant or a growing firm, ClientPath adapts to how you work.
Management Consulting
Track long-running engagements across multiple workstreams. Monitor client health, manage deliverables, and keep your team's utilisation on target.
Creative Agencies
Keep creative projects on track from brief to delivery. Clear project timelines, task assignments, and time tracking that feeds into client billing.
Professional Services
Accountants, solicitors, architects, and engineers. Anyone with ongoing client relationships, billable hours, and project deliverables.
Independent Consultants
Simple enough for solopreneurs. Track your clients, log your hours, and send invoices without enterprise complexity.
Pricing
Simple, transparent pricing
One plan with everything included. No feature gates, no per-seat surprises, no hidden fees.
Everything included
while in beta
No credit card required. Set up in under 5 minutes.
Ready to get your client relationships organised?
Start tracking clients, projects, and time in minutes. Join consultancies that have replaced their spreadsheets with ClientPath.