Proposal and invoicing software for independent consultants.
CloveDesk gets your NDA signed, your proposal approved and your invoices paid, through one private link for each client.
No credit card for the trial. From $4.99 a month after that.
What your client sees: a proposal they can question, then sign to approve. The signature makes it your agreed scope.
- NDAs signed before the first call
- Proposals approved with a signature
- Milestone invoices
- Clients need no account
A three-month engagement in CloveDesk, from NDA to final invoice.
Each client gets a private workspace. Each engagement is a project inside it, with its own proposal, agreements, deliverables, invoices and costs.
- 1
NDA before the deep conversation
Send your NDA to a prospect through a private link, before they’re even a client.
- 2
A proposal they sign to approve
Phases as line items, scope in the notes. The client approves by signing, asks for a revision or declines.
- 3
The engagement letter
Upload your engagement letter or statement of work and send it for e-signature.
- 4
Deliverables, when they’re ready
Drafts stay hidden. Make the final report visible and notify your client in one click.
- 5
Invoice each milestone
A deposit, then an invoice per phase, each with its own due date and your Pay links.
What consultants need from their software, and how CloveDesk handles it.
Send an NDA to anyone with Universal E-Sign, on paid plans. It comes back as a signed PDF with an audit trail.
Proposals with line items, notes, terms and an expiry date. The client signs to approve, and every version stays in the revision history.
Upload your own documents and have clients sign online, on any device.
New files can upload hidden. Share the final report when it’s ready, with a comment thread on each file.
Convert the approved proposal into an invoice, or send one per phase, with Pay buttons for your own payment links.
One-click reminders on every plan. On Pro, auto-chase emails a reminder after the due date until the invoice is paid.
See when each proposal and invoice was first and last opened, and when your client last visited the portal.
Log travel, tools and subcontractors against the project, in any currency. More on profit tracking.
How client information is kept separate, stated plainly.
One private workspace per client
A client’s link opens only their own workspace, never anyone else’s.
Nothing shared by accident
You choose which files each client can see. Anything you haven’t shared stays private.
No client passwords to leak
Access comes from a link sent to the client’s email, so there’s no password to reuse or share.
A record of who signed what
Signed documents carry a certificate page and an audit trail. Data is stored on GDPR-compliant servers and backed up daily.
What CloveDesk doesn’t do for consultants.
It’s built for independents and very small practices that bill by project, phase or retainer. Firms that bill by the hour across a team need more.
Keep another tool for…
- Time tracking and timesheets.
- Team seats. It’s one person per account.
- Collecting client data. Clients can view, download, sign and comment, but can’t upload files.
- Messaging. Conversations stay in email; comments sit on files.
- Formal security reviews. If a client needs particular certifications or data residency, check early.
Use CloveDesk for…
- NDAs signed before the first real conversation.
- Proposals the client signs to approve.
- Deliverables shared only when they’re ready.
- Milestone invoices with your own Pay links.
- Knowing what each engagement really earned.
Less than one billable hour a month.
Free trial
Try it with a real engagement.
- 1 client workspace
- 10 proposals and 3 invoices
- E-signatures and payment links
Basic
Founding-member price.
- Universal E-Sign for NDAs
- Your logo and brand colors
- 5 client workspaces
Pro
Founding-member price.
- Auto-chase for late invoices
- Unlimited proposals and invoices
- 100 client workspaces
Prices in US dollars. Full details on the pricing page.
Questions from consultants
Comparing all-in-one suites? See the HoneyBook alternative and Bonsai alternative pages.
Is CloveDesk a CRM for consultants?+
It covers the client side of the work: NDAs, proposals, agreements, deliverables, invoices and costs, organized by client. It doesn’t have a sales pipeline, time tracking or team seats.
Can a prospect sign an NDA before they’re a client?+
Yes. On paid plans, Universal E-Sign sends any PDF to anyone through a private link. It comes back as a signed PDF with a certificate page and an audit trail.
How does a client approve a proposal?+
They open it from your email, type their name, draw or skip a signature and tick to agree. Signing approves it. They can request a revision or decline instead, and every version stays in the revision history.
Can I invoice by milestone?+
Yes. Convert the approved proposal into an invoice, or send separate invoices for a deposit and each phase, each with its own due date and a Pay button for your own payment links.
Does CloveDesk track time?+
No. If you bill by the hour and need timesheets, use a separate time tracker alongside it.
Can clients send me files through the portal?+
No. Clients can view, download, sign and comment, but not upload. Collect client data another way.
How is my clients’ information kept separate?+
Every client has their own private workspace and sees only what you share with them. Data is stored on GDPR-compliant Cloudflare servers and backed up every day.
Can my associates use the same account?+
Not today. CloveDesk works with one person managing the account, so it suits independents and very small practices.
Send your next proposal from CloveDesk.
Start free for 30 days. Send a real proposal and let your client sign it to approve.