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Clemion for Consultants

Run your consulting business from one place.

Manage clients, projects, quotes, agreements, tasks, invoices and Client Hub with Clemion.

Start for freeExplore professions

Client engagements with documents in one flow

Use questionnaires, projects and Client Hub to keep discovery notes, deliverables and billing aligned for every engagement.

Consultant with client materials and Clemion Client Hub preview

Good morning, David

Business overview

Total income

£349.99

Outstanding invoices

£101.34

• 2 invoices

Active clients

13

• View all

Upcoming

0

• View all

Income overview

Invoice status

  • Paid1 invoice£200.00
  • Outstanding0 invoices£0.00
  • Overdue2 invoices£101.34
  • Draft0 invoices£0.00
Clemion preview for consultants

Clemion workspace preview

Practical ways Clemion helps

Tools that fit the way Consultants run their business.

  • Faster signed engagements

    Send structured proposals and contracts while momentum is high.

  • Billable work stays visible

    Projects and tasks link back to the client and agreed scope.

  • Predictable cash flow

    Invoice retainers and milestones and follow up on overdue payments.

How the tools connect

A clear path from first contact to getting paid.

  1. 1

    Client

    Capture organisation, stakeholders and goals.

  2. 2

    Questionnaire

    Collect client information before quoting or starting work.

  3. 3

    Estimates

    Quote discovery, delivery and advisory fees.

  4. 4

    Contract

    Agree scope, confidentiality and payment terms.

  5. 5

    Project

    Track workshops, deliverables and follow-ups.

  6. 6

    Invoice

    Bill monthly, hourly blocks or project milestones.

Clemion features

What matters most for Consultants.

  • Client management

    Keep contact details, notes and history in one organised place.

  • Questionnaires

    Collect client information before quotes and projects begin.

  • Estimates

    Send clear proposals before work begins.

  • Contracts and e-signatures

    Agree scope and terms with professional signed contracts.

  • Projects

    Keep deliverables, notes and documents tied to each job.

  • Invoices and payment plans

    Bill clients professionally and track what is outstanding.

  • Tasks and schedule

    Plan sessions, visits and deadlines in one calendar view.

  • AI-assisted tools

    Draft documents and messages faster with Clemion AI.

Keep everything your clients need in one place

Share contracts, files and project updates through Client Hub, giving clients one place to access everything you share with them.

Includes 20 GB of storage on monthly plans and 40 GB on annual plans.

Client Hub

Welcome, Pamela 👋

Your secure place to access everything we're working on together.

No action required

You're all caught up. Nothing needs your attention right now.

Shared documents

Client questionnaireQuestionnaire · 19/08/2026Submitted

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Files & links

Share reference files, inspiration, and useful links with your professional. Anything you add here is visible to both of you.

Upload fileUpload imageAdd link

Media

Clemion preview for consultants

GET PAID EASILY

Get paid directly from your invoices.

Connect Stripe to Clemion and let clients pay invoices securely online. Payments are recorded automatically, keeping your invoices and payment status up to date.

  1. Create invoice

    Build and send professional invoices.

  2. Send to client

    Clients receive a secure payment link.

  3. Client pays securely

    Clients pay online with Stripe.

  4. Payment recorded

    Payment is recorded automatically in Clemion.

Secure payments powered byStripe
Paid
Total$2,450.00

Invoice #INV-2026-014

Due dateAug 30, 2026
From
North & Co.
hello@northandco.com
To
Alex Morgan
alex@example.com

Invoice summary

Consulting Project
$1,500.00
Strategy Session
$800.00
Additional Support
$150.00
Total
$2,450.00

Secure payment

Payment received$2,450.00 paid
Secure paymentPowered by Stripe
InvoiceInvoice #INV-2026-014
Amount due$2,450.00
Payment is processed securely by Stripe.
Illustration of a paid Clemion invoice and secure Stripe checkout

Your business, your account

Connect your own Stripe account and keep full control of your payments and payouts.

Trusted. Secure. Reliable.

Clemion uses Stripe to help process secure online payments.

Stripe processing fees apply.

Built for how you work

Run client engagements with clarity

Capture discovery, agree scope, track milestones and bill engagements without losing context.

  • Gather requirements with questionnaires before proposals
  • Send professional proposals and signed statements of work
  • Track deliverables and follow-ups inside projects
  • Invoice retainers, milestones or completed phases

Related professions

Run your business with less admin.

Create your free account and manage clients, documents and payments in one workspace.

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