Home
Features
- menu 1
  - Order Management
    Track every order, task and file to delivery.
  - Client Management
    Clients, leads, orders and payments in one place.
  - Lead Management
    Collect enquiries and turn leads into clients.
  - Billing
    Recurring invoices, payments and taxes in one flow.
- menu 2
  - Form Builder
    Order, enquiry and intake forms in one workflow.
  - Team Management
    Add members, set roles and control who sees what.
  - Emails Automation
    Automated client emails from your business address.
  - Helpdesk
    Tickets, live chat and order updates in one portal.
Use Cases
- Menu 3
  - SEO Agencies
    Take audit orders, share reports and bill clients.
  - Content Writing Agencies
    Take bulk orders, assign writers and track drafts.
  - Video Editing Agencies
    Collect footage briefs, review cuts and get approvals.
  - Freelancers
    Sell packages from your own link and get paid.
- Menu 4
  - Digital Marketing Agencies
    Collect campaign briefs, share reports and bill clients.
  - Design Agencies
    Collect briefs, manage revisions and bill clients.
  - Web Design & Development
    Collect briefs, share staging links and get approvals.
  - Bookkeeping Firms
    Collect client records, track work and bill clients.
Integrations
Resources
Pricing

Home
Features
- menu 1
  - Order Management
    Track every order, task and file to delivery.
  - Client Management
    Clients, leads, orders and payments in one place.
  - Lead Management
    Collect enquiries and turn leads into clients.
  - Billing
    Recurring invoices, payments and taxes in one flow.
- menu 2
  - Form Builder
    Order, enquiry and intake forms in one workflow.
  - Team Management
    Add members, set roles and control who sees what.
  - Emails Automation
    Automated client emails from your business address.
  - Helpdesk
    Tickets, live chat and order updates in one portal.
Use Cases
- Menu 3
  - SEO Agencies
    Take audit orders, share reports and bill clients.
  - Content Writing Agencies
    Take bulk orders, assign writers and track drafts.
  - Video Editing Agencies
    Collect footage briefs, review cuts and get approvals.
  - Freelancers
    Sell packages from your own link and get paid.
- Menu 4
  - Digital Marketing Agencies
    Collect campaign briefs, share reports and bill clients.
  - Design Agencies
    Collect briefs, manage revisions and bill clients.
  - Web Design & Development
    Collect briefs, share staging links and get approvals.
  - Bookkeeping Firms
    Collect client records, track work and bill clients.
Integrations
Resources
Pricing

DOCUMENTATION

Clientish Documentation

Step-by-step guides for running your agency on Clientish: orders, clients, billing, your team and your client portal.

Popular: Payment gateways Import clients Team roles Email log Sign-in problems

219 guides30 topicsUpdated Oct 2026

New to Clientish? Start here

Five guides that take you from sign-up to your first paid order.

1Welcome to Clientish 2What is Clientish?3Key Features 4Sign Up 5Free Trial

Get started

Set up your workspace and learn the basics.

4 topics · 35 guides

Run your agency

Sell services, deliver orders and get paid.

11 topics · 86 guides

O

Orders

12 guides

View all 12 →

S

Services

12 guides

View all 12 →

C

Clients

10 guides

View all 10 →

L

Leads

11 guides

View all 11 →

F

Forms

10 guides

View all 10 →

T

Tasks

5 guides

P

Proposals

1 guide

Create and Send a Proposal

I

Invoices & Billing

11 guides

View all 11 →

P

Payments

4 guides

R

Reports & Analytics

7 guides

I

Import & Export

3 guides

Your team

Bring people in and control what they see.

7 topics · 39 guides

T

Team Management

6 guides

R

Roles & Permissions

6 guides

R

Remote Members

6 guides

C

Communication

6 guides

T

Time Tracking

5 guides

T

Team Dashboard

5 guides

R

Remote Dashboard

5 guides

Your clients

What clients see and how they reach you.

2 topics · 17 guides

C

Client Portal

7 guides

T

Tickets

10 guides

View all 10 →

Connect & extend

Integrations, API and your Clientish account.

4 topics · 27 guides

I

Integrations

7 guides

W

Webhooks & API

2 guides

A

AI Connections

1 guide

Connect an AI Agent (MCP)

C

Clientish Portal

17 guides

View all 17 →

Popular guides

What agencies read most.

→Quick Start Guide →Payment Gateways →Importing Data →Login Issues →Team Roles and Remote Roles →Client Portal Overview

Troubleshooting

Sign-in, email, payment and upload problems, with the exact messages people see.

Fix a problem →

FAQ

Short answers to the questions agencies ask most.

Read the FAQ →

What’s new

Product updates and new features as they ship.

See the changelog →

We’re here to help

Still need help?

Can’t find the answer? Reach the Clientish team from your Clientish Portal.

Open a support ticketBest for detailed questions→Chat with usLive chat in your Clientish Portal→TroubleshootingFix common problems yourself→

Documentation Topic

AI Connections Guides

Browse every Clientish documentation article in this section.

1 articlesAll documentation

All Articles Getting Started Client & Order Team & Remote Support & Productivity Billing & Commerce Platform

Connect an AI Agent (MCP)

Give Claude, Cursor or Codex read-only access to your workspace: create a connection, choose what it may read, and add it to your AI tool.

Read the overview

AI Connections documentationFollow each module step by stepKeep setup and support in one place

AI Connections

Browse the latest Clientish documentation articles.

No matching articles found.

Connect an AI Agent (MCP)

Give Claude, Cursor or Codex read-only access to your workspace: create a connection, choose what it may read, and add it to your AI tool.

5 min read32 articles

Raise a ticket from your Clientish Portal and the support team will help.

Contact support

Every release, fix, and new module listed in one place with dates.

Read the changelog

Try it yourself

Sign up free and explore Clientish in a live demo workspace.

Signup & Try Demo