ClientCove Documentation
Replace email threads, shared drives, and five different logins with a single, beautiful client hub that looks 100% like your firm — not someone else's SaaS. You own the data. You set the rules.
What is ClientCove?
ClientCove is a WordPress theme sold as a license — installed on your own server, not hosted by us. Your clients, your data, your brand. It's built for agencies, accountants, IT firms, law offices, property managers, PR firms, and any professional service business that manages clients and needs to keep everything organized in one place.
It covers the full client lifecycle: onboarding forms and contracts, tickets and tasks, file and digital asset management, project tracking, time management, invoicing, and a portal your clients actually want to use.
ClientCove also connects with tools you already use — embed Airtable, Calendly, ClickUp, and others directly inside the portal so your clients never need to leave.
What's included
Client portal — A branded, white-labeled hub your clients log into. They submit tickets, upload files, sign contracts, fill out forms, and communicate with your team — all in one place.
Tickets → Tasks → Time → Invoice — Turn a support ticket into a task, track time against it, and generate an invoice without switching tools.
Onboarding — Multi-step and single-page intake forms, automated welcome sequences, contract sending, and e-signature — all triggered the moment a client accepts an invite.
File & document management — Secure file storage with permissions, version history, and client document management built in.
Project management — Integrated with resources, tickets, tasks, locations, and assets.
Subscribed Services — Transactional email, real-time interactivity, and AI features are available through your ClientCove subscription.
Who it's for
ClientCove is built for professional service firms that manage clients and need to look sharp doing it:
- Marketing & PR agencies
- Accounting & bookkeeping firms
- IT service providers & MSPs
- Law offices
- Property & facilities managers
- Education providers
- Any team replacing shared inboxes and scattered tools
Explore Client Cove
Client Portal
Your centralized hub for managing projects, communicating with your team, and accessing important documents.
Ticketing & Support
Create, track, and manage support tickets to keep your projects moving forward.
File Storage
Upload, organize, and securely share files and documents with your team.
Communication
Stay connected with secure messaging, announcements, and real-time collaboration tools.