Frequently asked questions
Everything people usually ask before they invite their first client. Something missing? Write to us and we will add it.
Getting started
What is Clientfolk?
Clientfolk is a free workspace for freelancers and small agencies. You organize clients and projects, plan tasks with priority and status, share documents, send quotes and invoices, and give each client a live view of the work you do for them.
Is Clientfolk really free?
Yes. Clients, projects, tasks, documents, quotes, invoices and members are free, for you and for everyone you invite. There is no trial and no card needed. If paid features are added later, what you use today stays free.
How long does it take to set up?
A few minutes. Create your organization, add a client, create a project and you can start adding tasks and inviting your client straight away.
Who makes Clientfolk?
Clientfolk is designed, built and owned by Prima Arts Media, a studio that builds websites, online shops, CRM systems and apps.
Clients and access
What can my clients see?
Only the clients or projects you share with them. They never see your other clients or your internal projects.
Can clients edit tasks?
Yes. By default they can create, edit and move tasks in the projects you share, so requests land straight in the plan.
How do I remove someone’s access?
Open Members, then pause or remove the person. Their access stops immediately, even if the project is open on their screen. You can also sign them out of every device.
What roles are there?
Every organization has one owner. Admins manage clients, projects and people. Members work on the projects they have access to. Clients are invited per client or per project.
Working in Clientfolk
How do live updates work?
When anyone adds, edits or moves a task, everyone viewing the same project sees the change at once, without reloading the page.
Can I attach files to tasks?
Yes. Attach designs, documents or screenshots to any task, up to 50 MB per file.
Can I belong to several organizations?
Yes. Switch between organizations from your avatar menu, for example your own freelance work and an agency you collaborate with.
Is there a dark mode?
Yes. Choose Light, Dark or Automatic, and pick an accent colour in your appearance settings.
Documents, quotes and invoices
How does the document library work?
Every client and project gets its own folder automatically. Upload files of any type up to 25 MB, create subfolders, preview files in the browser and move or download several at once. People see the folders of the clients and projects they have access to.
Can I send quotes and invoices?
Yes. Create quotes and invoices with your own numbering, tax rate, currency and payment terms, convert an accepted quote into an invoice and download a PDF with your business and bank details.
Can clients pay in instalments?
Yes. Record each payment as it arrives. Clientfolk keeps the balance up to date and marks the invoice partly paid, paid or overdue.
Who can see quotes and invoices?
Only the admins of your organization. Members and clients never see billing, and files attached to quotes and invoices stay in an admin-only folder.
Data and security
Where is my data stored?
In a managed Postgres database in the European Union (Ireland). Files are stored with the same provider.
Who can read my data?
Only the people you give access to. Access rules are enforced by the database itself, not only by the app.
Can I delete my data?
Yes. Deleting your organization deletes everything in it, including files. You can also delete your account at any time.
Still have a question? Email us at primaartsmedia@gmail.com.