"We stopped hopping between docs and spreadsheets. Clario keeps every client thread, task, and invoice in one clean view."
M
Maya Chen
Operations Lead, Northline Strategy
Consulting, in one flow
Clario keeps client work organized from proposal to invoice.
Built for small consulting firms that need one simple place for clients, tasks, meeting notes, deadlines, and billing.
Client flow
Track every active engagement in one place.
Delivery
Keep tasks, notes, and deadlines together.
Billing
Move invoices forward without switching tools.
Client journey
See the whole consulting flow, without the clutter.
Clario maps the way a small firm actually works: new client intake, project setup, meeting follow-up, deadlines, and invoicing. Each step stays visible so the team can move faster with fewer handoffs.
Proposal to kickoff
Store proposals with the right client, then turn approved work into tracked projects.
Notes into action
Meeting notes become tasks and reminders, so next steps never disappear in a transcript.
Active client
On trackNorth Harbor Advisory
Discovery call notesDone
Project planReview
Invoice draftQueued
Alerts
Deadline slipping in 2 days
New note added after meeting
Workflow
Proposal → project → notes → deadline → invoice
5
connected stages
Follow-up
3 tasks
Ready for review
Project health
Stable
Deadline risk surfaced early
What teams notice
"Meeting notes now turn into action items automatically for us, which means fewer loose ends after every client call."
D
Daniel Ortiz
Founder, Clario Loop Consulting
"Proposal tracking and invoice visibility finally live in the same place, which has made our weekly review a lot calmer."
R
Rina Patel
Principal Consultant, Altitude Advisory
Capabilities
The work happens in one flow, not six tabs.
The platform is designed for the everyday rhythm of client services: capture the work, keep the next step visible, and make the handoff clean.
Get started01 / 04
Capture the client context
Keep proposals, notes, and project details together so the team always starts with the same information.
View pricingClient briefSaved
02 / 04
Turn meetings into tasks
Meeting notes stay organized, and action items are easy to assign before the conversation is forgotten.
Get startedSummarize discussion
Create follow-up tasks
Assign deadline
03 / 04
Spot work at risk
Deadline tracking makes it obvious which deliverables need attention before the week gets crowded.
View pricingProposal reviewDue soon
04 / 04
Move work into billing
Invoices stay connected to the client record, so finance never has to hunt through old threads.
Get startedInvoice draftReady
$4,800
0
to turn notes into tasks
0
from intake to invoice
0
for client, project, billing
0
to keep the team aligned
Team spotlight
Small team, practical product thinking.
Clario is designed by people who understand consulting workflows: the slow parts, the rushed parts, and the moments when a clean process makes the work feel lighter.
Focus
Simple daily use
Style
Professional, clear
Outcome
Less context switching
Ava Mercer
Product design
Keeps the interface calm, readable, and quick to scan.
Noah Bennett
Operations systems
Shapes the product around everyday client-service workflows.
Early access
Bring client work into one clear flow.
Clario gives small consulting teams a practical place to organize the work they already do — without adding a layer of process for its own sake.