Insights, Guides & Updates
Stay up to date with the latest ClientsPlace news, tutorials, and best practices for growing your agency.
Getting Started with ClientsPlace
A step-by-step walkthrough to set up your workspace, invite clients, and send your first invoice in under 10 minutes.
Recent Articles
Best Invoicing Practices for Freelancers
Learn how to create professional invoices, set up payment reminders, and reduce overdue payments with smart automation.
How to Onboard Clients Efficiently
Build a repeatable onboarding process that impresses clients from day one — intake forms, welcome packets, and project kickoffs.
5 Ways to Streamline Project Management
From task dependencies to milestone tracking, discover five ClientsPlace features that keep projects on time and on budget.
Understanding Payment Provider Options
Stripe, PayPal, or both? We break down the trade-offs so you can pick the right payment provider for your business model.
Building Client Relationships That Last
Trust is the foundation of every great agency-client relationship. Here are practical strategies to strengthen yours today.
Automation Tips for Small Teams
Discover how small agencies are saving 10+ hours a week with workflow automations inside ClientsPlace.
Year in Review: ClientsPlace 2026
We shipped 20+ major features, onboarded thousands of agencies, and learned a lot. Here's what we built and what comes next.