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Overview

Clients are the companies and businesses you work with and invoice. They represent the organizations in your billing relationships - each client can have multiple contacts (people) linked to them. Key capabilities:
  • Track client companies with full business details
  • AI-powered company enrichment from web, Gmail, and Google Contacts
  • Visual CRM pipeline for sales tracking
  • Complete billing history (invoices, proposals, payments)
  • Link multiple contacts with role-based email routing

Open Clients

View and manage all your clients in Every

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Creating Clients

Go to Clients → Add Client → Fill name and details → Save Required: Client name Recommended: At least one contact with email (needed for invoicing) Optional: Phone, website, address, internal notes
Ask Every Agent: Create new clients instantly:
  • “Create a client named ACME Corp with contact email contact@acme.com”
  • “Add a new client for TechStart Inc, phone 555-0123, website techstart.io”
  • “Create a client called Global Consulting with address 123 Main St, New York, NY 10001”

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Adding Contacts to Clients

Every client needs at least one contact to receive invoices and proposals. Contacts are people - they exist independently and can be linked to multiple clients. To add contacts:
  1. Open client → Edit → Add Contact
  2. Search for an existing contact or create a new one
  3. Set invoice and proposal roles (Primary, CC, or None)
  4. First contact defaults to Primary for both
Ask Every Agent: Manage client contacts:
  • “Add John Smith as the primary invoice contact for ACME Corp”
  • “Set Sarah as CC on proposals for ACME Corp”
  • “Show me all contacts for ACME Corp”
For full details on contacts, importing, roles, and linking, see the Contacts documentation.

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Client Enrichment

AI-powered enrichment automatically finds and fills company and contact information from multiple sources. How it works: Open a client record → Click Enrich Client → Choose enrichment mode → Every Agent queries Gmail, Calendar, web data, and Google Contacts to populate details. What gets enriched:
  • Company Data: Name, logo, website, address, industry, description
  • Contacts: Discovers additional contacts at the company domain from Gmail headers and Google Contacts
  • Social Links: LinkedIn, Twitter, and other social profiles
Enrichment Modes:
  • Fill Empty (default): Only adds data to blank fields, preserves your existing entries
  • Overwrite: Updates all fields with enriched data, replacing existing values
Ask Every Agent: Trigger enrichment from chat:
  • “Create and enrich a client for Microsoft Corporation”
  • “Enrich the existing client Tesla Inc with updated company details”
  • “Find additional contacts for ACME Corp from my emails”
Works best for established businesses with web presence. May not find data for small businesses or individuals.

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Client Pipeline (CRM View)

Every includes a visual pipeline for tracking client relationships - like a lightweight CRM built into your invoicing platform. To access: Clients page → Toggle from Table view to Pipeline view

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Pipeline Views

Table View (Default):
  • Spreadsheet-style list of all clients
  • Sort and filter by name, revenue, status
  • Quick search and bulk actions
Pipeline View:
  • Visual kanban board with client cards
  • Drag clients between status columns
  • See deal values and proposal status at a glance

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Status Columns

Organize clients by where they are in your sales/relationship funnel: Default statuses:
  • Lead - Potential client, early conversation
  • Qualified - Interested, budget confirmed
  • Proposal Sent - Waiting for proposal approval
  • Active Client - Work in progress
  • Closed - Won - Successful engagement
  • Closed - Lost - Opportunity didn’t convert
Customize statuses: Create your own pipeline stages in Clients → Pipeline Settings

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Using the Pipeline

Drag & Drop:
  1. Grab a client card
  2. Drag to new status column
  3. Status change saves automatically
Client Cards Show:
  • Client name and logo (if enriched)
  • Current status
  • Total revenue (all invoices)
  • Outstanding balance
  • Proposal count and status
  • Last activity date
Quick Actions (Click card):
  • Create invoice
  • Create proposal
  • Log time entry
  • Add expense
  • Set up automation
  • View full client details
Ask Every Agent: Manage pipeline:
  • “Move ACME Corp to Active Client status”
  • “Show me all clients in the Proposal Sent stage”
  • “Update the status for TechStart Inc to Qualified”
  • “List all leads from this month”

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Pipeline Workflows

Lead Qualification:
  1. Create client as “Lead”
  2. Initial conversation → Move to “Qualified”
  3. Send proposal → Move to “Proposal Sent”
  4. Proposal approved → Move to “Active Client”
  5. Complete work → Move to “Closed - Won”
Sales Pipeline Tracking: 
Lead (10 clients, $50K potential)
  ↓ (qualify)
Qualified (5 clients, $30K potential)
  ↓ (send proposal)
Proposal Sent (3 clients, $20K potential)
  ↓ (approved)
Active Client (15 clients, $100K in progress)

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Pipeline Best Practices

Keep status current - Update as relationships progress so pipeline reflects reality
Review weekly - Check pipeline for stuck deals and follow-up opportunities

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Client History

View complete activity timeline per client:
  • Invoice history and status
  • Proposal history and approvals
  • Payment records
  • Email tracking (sends, opens, clicks)
  • Expense and time tracking records

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Search & Filtering

Search by: Name, email, company, phone Filter by: Active/archived, pipeline status, outstanding/overdue invoices, revenue Sort by: Alphabetical, recent, revenue, invoice count
Ask Every Agent: Find and filter clients:
  • “Show me all clients with overdue invoices”
  • “Find clients with outstanding balances”
  • “List all archived clients”
  • “Find the client ACME Corp”

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Managing Clients

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Editing

Open client → Edit Client → Update fields → Save Changes
Changes don’t affect existing invoices, only new ones.
Ask Every Agent: Update client details:
  • “Update ACME Corp’s phone to 555-9999”
  • “Change the address for XYZ Company to 456 Oak Ave, San Francisco, CA 94102”
  • “Add website www.newsite.com to the client Beta Solutions”

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Archiving

Archive inactive clients to hide them while preserving all data and history. To archive: Open client → Archive Client → Confirm To restore: Filter archived → Open client → Restore Client
Ask Every Agent: Archive or restore:
  • “Archive the client ABC Inc”
  • “Restore the archived client Old Company”
  • “Archive all clients with no invoices in the last 12 months”

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Deleting

Deleting permanently removes client. Only possible if no issued invoices exist. Archive instead to preserve history.

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Client Dependencies

Understanding what requires clients: 
Clients (Required For:)
├── Invoices
│   ├── All invoices must have a client
│   ├── Client info appears on invoice
│   └── Invoice sent to client contacts
│
├── Proposals
│   ├── Proposals sent to client contacts
│   └── Approved proposals convert to invoices
│
├── Contacts (linked)
│   ├── Contacts linked with invoice/proposal roles
│   └── Role-based email routing per client
│
├── Time Tracking
│   ├── Track time per client
│   └── Client-specific billing rates
│
├── Expense Billback
│   ├── Bill expenses to clients
│   └── Add expenses to client invoices
│
└── Automations
    ├── Recurring invoices per client
    └── Client-specific automation settings

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Best Practices

Add complete info for professional invoices - name, address, and at least one contact with email
Use enrichment to save time filling in company details
Link contacts with roles for proper invoice and proposal email routing
Archive instead of deleting to preserve billing history

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Troubleshooting

Enrichment not finding data: Try name variations, add website URL, or enter details manually. Works best for established businesses with web presence. Can’t delete client: Archive instead - the client has issued invoices that preserve billing history. Invoices not sending to right people: Check contact roles on the client - ensure one contact has Primary (TO) for invoices. See Contacts for details. Duplicate clients: Search before creating. If duplicates exist, archive one and move contacts/invoices to the other.

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Next Steps

Manage Contacts

Add and manage people linked to your clients

Create Invoices

Start billing your clients with professional invoices

Track Time

Track billable hours per client

Create Proposals

Send proposals before invoicing
Need help? Contact support at hello@every.ai