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ClientFive Knowledge Base
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Guides for every core ClientFive workflow: client relationships, C-Score, tasks, calendar, cashflow, VA Tools, content planning, integrations, billing, and account support.
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Start with the essentials, then branch into the workflows you use every week.
Set up your ClientFive workspaceCreate the first version of your freelance operating system inside ClientFive.Read article Manage freelance clients in ClientFiveKeep every client profile useful, searchable, and ready for follow-up.Read article Use Client AnalysisRead relationship health, client context, and follow-up signals without starting from memory.Read article Understand your C-ScoreUse ClientFive's compatibility score to protect your best client relationships.Read article Organize freelance tasks and client workTurn client work into clear tasks, folders, subtasks, rich notes, and recurring follow-ups.Read article Plan your week with CalendarUse month, week, day, and agenda views to schedule client work with less context switching.Read article
Living documentation
Reviewed weekly for product accuracy
This knowledge base is organized as unique article pages with interlinked topics so users can move from setup to deeper workflows without stale guidance. Last content review: October 2, 2026.