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Client business software

Run your client business from one place.

All-in-one business software for clients, proposals, contracts, projects, invoices, Stripe payments, and a client portal, the complete workflow without a disconnected tool for every step.

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Product Demo
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Website SEO

ACTIVE
Henry Wilson · Retainer · US$756.00 / month
Stage 2 of 6Design in progress
Brief
Design
Review
Revisions
Delivery
Complete
ProposalsContractsInvoicesTime LogStagesRequestsMessagesFiles
Deliverables0
2 MB in this project
2 MB of 200 GB plan storage used
Client Uploads2
Brand-Guidelines-v2.pdf
3.2 MB · Client · 28 Sept 2026
Homepage-Mockup-Final.png
4.1 MB · Client · 28 Sept 2026
The complete workflow

One path from first inquiry to final delivery.

Each stage is a product area in Kwill: clients and pipeline, proposals, contracts, projects, invoices, Stripe payments, and file delivery.

1

Find client

New Inquiry

Pipeline Lead

Acme CorpLead

Capture a lead in Clients and Pipeline, the relationship starts here.

2

Proposal

Share Proposal

Scope & Rates

Sent
Project Scope$3,500

Send scope and pricing as a shareable proposal, not a buried PDF.

3

Contract

Agreement

E-Signature

Contract Signed

Collect an online e-signature in the same client workflow.

4

Project

Workspace

Active
Files & Chat

Run the engagement with files, messages, and progress in one workspace.

5

Invoice

Invoice #001

Draft
Balance$3,500

Bill from the same client record, including recurring drafts you review.

6

Payment

Stripe Pay

Paid
Transfer$3,500.00

Clients pay through Stripe. Kwill does not add an application fee.

7

Delivery

Final Files

Unlocked
Assets.zip

Hand off files from the portal so delivery stays with the project.

All-In-One Business Platform

All-in-one business software grouped the way you work.

Win clients, manage work, send invoices, collect payments, and host your entire client relationship in one unified portal.

Client portal

Client portal

A professional destination for progress, documents, files, messages, and invoices.

KW
Client Portal Hub
portal.yourstudio.com
Live Portal
Proposals
Accepted
Invoices
Paid
Files
Unlocked
Feature Overview

Client Portal

Give clients one passwordless destination for proposals, contracts, files, and billing.

  • Branded magic-link portal access
  • All client documents in one view
  • Custom portal domain support

Proposals

Share scope and pricing as an online proposal clients accept.

Proposal StatusAccepted
Feature Overview

Proposals

Interactive web proposals with online acceptance.

  • Online acceptance
  • Flexible line items

Contracts

Send agreements and collect e-signatures in the portal.

E-SignatureSigned
Feature Overview

Contracts

Legally binding e-signatures inside the client portal.

  • Legal audit trail
  • Integrated e-signatures
Zero Kwill Fees

Invoices & Stripe payments

Create professional invoices and collect Stripe payments directly inside the same client workflow.

Invoice #INV-0042Paid ($3,200.00)
Stripe Payment Link0% Added Platform Fees
Feature Overview

Invoices & Stripe Payments

Seamless invoicing with Stripe payments directly tied to project engagements.

  • Stripe Payment Link integration
  • Zero added application fees from Kwill
  • Auto-matching of payments to projects

Projects

Dedicated workspace per engagement connected to the client.

WorkspaceConnected
Feature Overview

Projects

Client-connected project spaces for all deliverables.

  • Dedicated workspace
  • Tied to client profile

Files

Shared files and payment-gated delivery from the portal.

File AccessPayment Gated
Feature Overview

Files & Delivery

Share files and unlock deliverables automatically upon payment.

  • Payment-gated files
  • Portal file storage

Messaging

Real-time project threads in dashboard and portal.

Client ChatLive
Feature Overview

Messaging

Keep client communication right inside the project.

  • In-context chat
  • Email fallback

Time tracking

Start and stop timers on client work easily.

Timer StatusLogged
Feature Overview

Time Tracking

Track client hours directly on project tasks.

  • One-click timers
  • Independent & above
Full Client Lifecycle

Pipeline, Intake Forms & Recurring Billing

Keep prospects moving from lead to client without a separate enterprise CRM, collect project details with intake forms, and generate recurring invoice drafts on schedule.

Lead Pipeline
Prospect tracking
CRM
Intake Forms
Attached to proposals
Forms
Recurring Drafts
Review & send
Billing
Feature Overview

Pipeline, Forms & Recurring Billing

Complete freelance business tooling in one unified workflow.

  • Lead pipeline without enterprise CRM bloat
  • Intake forms linked to client proposals
  • Draft recurring invoices on your schedule
Why Kwill?

Connected workflows beat a pile of disconnected tools.

Client business management software should keep the client, the work, and the payment in one record, not five logins.

Fragmented stack

Docs + e-sign + invoicing + chat + files

Re-type the same client into every app
Proposals, contracts, and invoices live in different places
Clients hunt through email for the latest file or link
You remember the follow-up — or it does not happen

Kwill in one workflow

Clients, delivery, and billing stay attached

One client record for pipeline, projects, and invoices
Proposal → contract → project → invoice without copy-paste
A client portal for documents, files, messages, and payment
Optional automation on proposal signed, stage change, and invoice paid
Comparison

One platform versus a fragmented software stack.

For competitor comparisons, see our HoneyBook, Bonsai, and Dubsado pages.

Pricing

Simple pricing. No surprises.

Start free. Upgrade when the work does. Two months free on annual billing.

Free

Try Kwill with your first client.

Loading priceforever

Includes

  • Proposals with e-signature
  • Invoices with Stripe payments
  • File sharing
  • AI drafting — messages, proposals, contracts, invoices, and daily planning
Start for freeNot sure which plan? Talk to a human.

Independent

Everything one person needs to run client work properly.

Loading price/mo

Everything in Free, plus:

  • Proposals with optional add-ons the client picks
  • 4 legal templates — NDA, Service Agreement, IP Assignment, Retainer
  • Intake forms — attached to a proposal or shared as a standalone link
  • Real-time client messaging inside the project
+ 7 more on Independent
Choose IndependentNot sure which plan? Talk to a human.

Studio

Most Popular

Your brand end to end, with the busywork automated.

Loading price/mo

Everything in Independent, plus:

  • Remove "Powered by Kwill" from every client-facing screen
  • Custom portal domain — portal.yourbrand.com
  • Custom email domain — notifications from you@yourbrand.com
  • Brand Kit — your fonts, colours and logo on invoices and proposals
+ 7 more on Studio
Choose StudioNot sure which plan? Talk to a human.

Custom

For teams of 10+ and organisations with procurement.

Talk to us

Typically includes

  • 10+ seats with volume pricing
  • Custom contract or your MSA
  • SSO / SAML
  • Data processing agreement and security review
  • Custom SLA with response guarantees
  • Hands-on migration — we move your data for you
  • Invoicing by bank transfer or purchase order
  • Named point of contact
Not sure which plan? Talk to a human.

14-day money-back guarantee: Not the right fit? We'll refund your first payment: no questions asked.

FAQ

Client business software questions

What Kwill includes today, features, pricing, portal, documents, billing, and migration.

Instant FAQ Assistant
Answers from our help docs
What is Kwill?
Kwill is all-in-one client business software: clients and pipeline, proposals, contracts, projects, invoices, Stripe payments, messaging, files, a client portal, and related tools such as forms, time tracking, automation, calendar, and an audit log.
What features are included?
Kwill includes authentication, clients, projects, proposals, invoices, contracts, messages, files, pipeline, intake forms, time tracking (Independent and above), client portal, Stripe billing, audit log (Studio and above), automation, and calendar. Zapier, Make, and a public API are coming soon on Collective and above.
Kwill — The client portal built for the world's freelancers

Look like an agency of ten, even if you're a team of one.

Free to start. Takes 5 minutes. Your brand, not ours — in any currency, from any country.

Client Business Software | All-in-One Business Platform | Kwill