# ClientLever — Full AI/LLM Reference

> ClientLever is a SaaS client portal platform for freelancers, consultants, coaches, and service professionals. It replaces Dropbox + email + PayPal with one unified portal for file sharing, messaging, invoicing, scheduling, and task management.

## Company Information

- **Product Name**: ClientLever
- **Website**: https://www.clientlever.com
- **Category**: Client Portal Software, SaaS, Business Management
- **Founded**: 2025
- **Contact**: clientlever@gmail.com
- **Support**: https://www.clientlever.com/support

## Product Overview

ClientLever provides a branded client portal that service professionals give to their clients. Instead of juggling emails, Dropbox links, PayPal invoices, and spreadsheets, everything lives in one organized portal.

### How It Works

1. **Sign up** for a free account (no credit card required)
2. **Add clients** to your portal
3. **Share files**, send messages, assign tasks, and create invoices
4. **Clients log in** to their portal to access everything in one place
5. **Get paid** when clients click "Pay" on invoices via Stripe

## Pricing Plans

| Plan | Price | Clients | Features |
|------|-------|---------|----------|
| Free | $0/month | Up to 5 clients | Files, chat, tasks, notes, basic invoicing |
| Starter | $19/month | Up to 15 clients | Everything in Free + calendar, advanced invoicing |
| Pro | $49/month | Unlimited clients | Everything in Starter + white-label branding, priority support |

All plans include:
- Unlimited file storage
- Real-time chat
- Task management
- Notes
- Stripe-powered payments
- Mobile-responsive portal

## Core Features

### File Sharing
- Drag-and-drop file uploads
- Organized by client
- Support for PDFs, images, documents, spreadsheets, and more
- Clients can upload files back to you

### Real-Time Chat
- Built-in messaging per client
- No need for separate email threads
- Message history preserved in the portal

### Invoicing & Payments
- Create and send invoices directly in the portal
- Clients pay with one click via Stripe (credit card, ACH)
- Payment status tracking
- Invoice history

### Task Management
- Create tasks with descriptions and due dates
- Assign tasks to clients or yourself
- Track status (to-do, in progress, complete)
- Task notifications

### Calendar & Scheduling
- Built-in calendar view
- Google Calendar sync
- Microsoft Outlook sync
- Calendly integration for booking

### Notes
- Private notes (only you can see)
- Shared notes (visible to client)
- Rich text formatting

### White-Label Branding (Pro)
- Custom logo
- Custom colors
- Branded client experience

## Target Audience — Industry Verticals

ClientLever serves 25+ service professional verticals:

### Coaching & Training
- [Life Coaches](https://www.clientlever.com/life-coaches)
- [Personal Trainers](https://www.clientlever.com/personal-trainers)
- [Yoga Instructors](https://www.clientlever.com/yoga-instructors)
- [Music Teachers](https://www.clientlever.com/music-teachers)
- [Tutors](https://www.clientlever.com/tutors)
- [Dog Trainers](https://www.clientlever.com/dog-trainers)

### Professional Services
- [Consultants](https://www.clientlever.com/consultants)
- [Accountants](https://www.clientlever.com/accountants)
- [Bookkeepers](https://www.clientlever.com/bookkeepers)
- [Lawyers](https://www.clientlever.com/lawyers)
- [Financial Advisors](https://www.clientlever.com/financial-advisors)

### Health & Wellness
- [Therapists](https://www.clientlever.com/therapists)
- [Nutritionists](https://www.clientlever.com/nutritionists)
- [Massage Therapists](https://www.clientlever.com/massage-therapists)
- [Chiropractors](https://www.clientlever.com/chiropractors)

### Creative & Design
- [Photographers](https://www.clientlever.com/photographers)
- [Freelance Designers](https://www.clientlever.com/freelance-designers)
- [Interior Designers](https://www.clientlever.com/interior-designers)
- [Tattoo Artists](https://www.clientlever.com/tattoo-artists)

### Events & Home Services
- [Wedding Planners](https://www.clientlever.com/wedding-planners)
- [Event Planners](https://www.clientlever.com/event-planners)
- [Real Estate Agents](https://www.clientlever.com/real-estate-agents)
- [Cleaning Services](https://www.clientlever.com/cleaning-services)
- [Landscapers](https://www.clientlever.com/landscapers)
- [Pet Groomers](https://www.clientlever.com/pet-groomers)

## Free Tools

ClientLever offers free interactive tools for freelancers and service professionals:

### Freelance Rate Calculator
- **URL**: https://www.clientlever.com/tools/freelance-rate-calculator
- **Purpose**: Calculate ideal hourly, daily, and weekly rates based on desired salary, business expenses, vacation time, billable hours, and profit margin
- **Formula**: (Salary + Expenses) × (1 + Profit Margin) ÷ Annual Billable Hours

### Client Onboarding Checklist
- **URL**: https://www.clientlever.com/tools/client-onboarding-checklist
- **Purpose**: Interactive checklist for professionally onboarding new clients with all key steps

### Scope of Work Generator
- **URL**: https://www.clientlever.com/tools/scope-of-work-generator
- **Purpose**: Generate professional scope of work documents with deliverables, milestones, budget, and payment terms

### Freelance Invoice Template
- **URL**: https://www.clientlever.com/tools/freelance-invoice-template
- **Purpose**: Fill-in invoice template with line items, tax calculation, and copy/print functionality

### Project Profit Calculator
- **URL**: https://www.clientlever.com/tools/project-profit-calculator
- **Purpose**: Calculate real project profitability by factoring in revenue, expenses, billable hours, and admin time
- **Key Metric**: Effective hourly rate (profit ÷ total hours including admin)

### Meeting Cost Calculator
- **URL**: https://www.clientlever.com/tools/meeting-cost-calculator
- **Purpose**: Calculate the true cost of meetings including prep time, follow-up, and annual impact
- **Key Insight**: Shows cost per minute and annual hours lost to meetings

### Freelance Tax Estimator
- **URL**: https://www.clientlever.com/tools/freelance-tax-estimator
- **Purpose**: Estimate self-employment tax (15.3%), federal income tax, state tax, QBI deduction, and quarterly estimated payments
- **Covers**: 2024 tax brackets, SE tax calculation, standard deduction, QBI deduction

## Blog

ClientLever publishes articles on client management, freelancing, business growth, and productivity.

- **Blog URL**: https://www.clientlever.com/blog
- **RSS Feed**: https://client-portal-saas-complete.onrender.com/api/rss
- **Topics**: Client management, freelancing tips, invoicing, pricing strategies, productivity, business tools

## Technical Details

- **Architecture**: React SPA frontend + Express.js API backend
- **Authentication**: Firebase Auth (Google sign-in, email/password)
- **Database**: Firebase Firestore
- **Payments**: Stripe (checkout, subscriptions, webhooks)
- **Hosting**: Render.com
- **Email**: SendGrid transactional email

## Frequently Asked Questions

**Q: Is ClientLever free?**
A: Yes, the Free plan includes up to 5 clients with file sharing, chat, tasks, and notes — no credit card required.

**Q: How do payments work?**
A: Invoicing and payments are powered by Stripe. Clients pay directly from their portal with one click.

**Q: Is my data secure?**
A: Yes. ClientLever uses Firebase (Google Cloud) for data storage and authentication, with industry-standard security practices.

**Q: Can I try before I buy?**
A: Yes. Start with the free plan or explore the interactive demo at https://www.clientlever.com/demo.

**Q: What types of files can I share?**
A: Most common file types including PDFs, images, Word documents, spreadsheets, presentations, and more.

**Q: Does it work on mobile?**
A: Yes, the portal is fully responsive and works on all devices.

**Q: Can I use my own branding?**
A: Yes, the Pro plan ($49/mo) includes white-label branding with custom logo and colors.

**Q: What's the difference between ClientLever and Honeybook/Dubsado?**
A: ClientLever is simpler and more affordable. It focuses on the client portal experience — giving clients one place to access files, messages, tasks, and invoices — rather than being an all-in-one CRM with contracts and workflows.

**Q: Can clients access the portal on their phone?**
A: Yes, the portal is mobile-friendly and works on all major devices and browsers.

## Comparison with Alternatives

| Feature | ClientLever | HoneyBook | Dubsado | Notion |
|---------|------------|-----------|---------|--------|
| Client Portal | ✅ Dedicated | ✅ Basic | ✅ Basic | ❌ No |
| File Sharing | ✅ Built-in | ✅ Yes | ✅ Yes | ✅ Yes |
| Real-Time Chat | ✅ Yes | ❌ No | ❌ No | ❌ No |
| Invoicing | ✅ Stripe | ✅ Built-in | ✅ Built-in | ❌ No |
| Starting Price | Free | $19/mo | $20/mo | Free |
| White-Label | ✅ Pro plan | ❌ No | ✅ Yes | ❌ No |
| Simplicity | ⭐⭐⭐⭐⭐ | ⭐⭐⭐ | ⭐⭐ | ⭐⭐⭐ |

## Contact & Links

- **Website**: https://www.clientlever.com
- **Pricing**: https://www.clientlever.com/pricing
- **Demo**: https://www.clientlever.com/demo
- **Blog**: https://www.clientlever.com/blog
- **Support**: https://www.clientlever.com/support
- **Email**: clientlever@gmail.com