ClientKit: Session & Invoice
Notes, Billing & Client CRM
Free · In‑App Purchases
Record sessions, generate invoices, and track clients — on iPhone, iPad & Mac. Free for 2 clients.
ClientKit is the all-in-one session management app for independent
consultants, tutors, landscapers, handymen, coaches, and any solo
service provider who needs to capture, bill, and track client work.
Available on iPhone, iPad, and Mac.
RECORD EVERY SESSION
Tap Record and ClientKit captures your audio and automatically
transcribes it in real time using on-device Apple Speech — no
internet required. Everything stays private on your device.
IMPORT ZOOM & VIDEO RECORDINGS (MAC)
Record your tutoring or consulting session on Zoom, Google Meet, or
Teams. Import the video file on Mac and ClientKit automatically
transcribes it and adds timestamped notes to your session timeline.
ONE UNIFIED TIMELINE
Notes, photos, and transcript appear in a single chronological
scroll. Snap a before/after photo, circle items with your finger,
type a quick note — it all flows in the order it happened.
PROFESSIONAL INVOICES IN SECONDS
After your session, review suggested charges (pulled from your
transcript automatically), add line items, apply tax, and generate
a polished PDF invoice. A full session notes appendix is included.
KNOW YOUR CLIENTS
Rate clients 1–5 stars, keep private notes, and track who you
haven't worked with in a while. ClientKit reminds you to reach out
to your best clients with a pre-written follow-up message that
includes a referral ask — ready to send by text or email.
TRACK YOUR MONEY
See total invoiced, collected, and outstanding at a glance.
Year-over-year revenue chart, average time to get paid, client
retention insights, and overdue invoice alerts.
PRIVATE BY DEFAULT
Lock the app with Face ID, Touch ID, or your device passcode.
All data stored locally — no account required, no servers.
WORKS WITH YOUR TOOLS
• Export accounting CSV files for QuickBooks, Xero, Wave & FreshBooks
• Recurring sessions with Calendar sync
• AirPods & Lock Screen: pause / resume recording without unlocking
• Signature capture so clients sign off at session end
IPHONE, IPAD & MAC — ALL IN SYNC
ClientKit is a Universal app. Sync all your data across iPhone, iPad,
and Mac via iCloud — included free for everyone. Capture in the field
on iPhone, review and send invoices from your Mac.
WHAT'S FREE
Up to 2 clients with unlimited sessions, iCloud sync across all your
devices, and every core feature.
CLIENTKIT PRO
Unlimited clients.
$7.99/month or $59.99/year (save 37%).
Cancel anytime.
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ClientKit is perfect for:
Tutors • Landscapers • Handymen • Personal Trainers • Life Coaches
Music Teachers • Pet Groomers • Photographers • Consultants •
Therapists • Home Cleaners • Contractors
Ratings & Reviews
The developer, William Lamberti, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- William Lamberti
- Size
- 3.2 MB
- Category
- Business
- Compatibility
Requires iOS 16.0 or later.
- iPhone
Requires iOS 16.0 or later. - iPad
Requires iPadOS 16.0 or later. - Mac
Requires macOS 13.0 or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- ClientKit Pro Annual $59.99
- ClientKit Pro Monthly $7.99
- Copyright
- © 2026 Lamberti Data Science