Client records
Create and manage clients as first-class records in your workspace.
CLIENT MANAGEMENT
Keep every client organized
Clients aren’t just labels. They’re the organizing principle for everything you track and deliver.
No credit card required · Available on web, iOS & Android
When clients live in one tool and time in another, context gets lost and billing gets messy.
MinuteShark puts clients at the top of your structure so projects, tasks, and time always belong somewhere clear.
WHAT YOU GET
Built for how consultants actually work
Projects underneath
Nest projects and tasks under the right client automatically.
Client notes
Keep relationship context where the work lives.
Set up in plain English
Or ask MinuteShark AI to add a client and kick off the first project.
IN PRACTICE
Useful in the moments that matter
Onboard a new client - fast
Add contact info, preferences, notes, and the first project in one place.
Keep the record current
New point of contact, new billing email, or a rebrand—update it once on the client.
Before the next call
Open notes on what you told them, their prefs, and when you first met.
EXPLORE MORE
Other MinuteShark features
MinuteShark AI New Run your workspace in plain English Daily Timeline See your day as it actually unfolded Productivity Widgets Pin the stats and tasks you need Project Management Clients, projects, tasks, and subtasks Reports Billable time, ready for clients Trackers Budget vs. actual — plus timer reminders Invoices Turn tracked time into invoices Teams & Roles Invite teammates with the right access
Client Management
Add your next client in MinuteShark and keep every hour tied to the right relationship.