Client Compass

A private client follow-up workspace for solo businesses: keep preferences, promised actions, invoice notes, and the next follow-up — without a heavy CRM.

Client Compass is a private bilateral delivery ledger for consultants, freelancers, and small service teams. It makes every handoff inspectable without turning client work into an unexplained relationship score.

CONTROL DELIVERY RISK

• See blocked, overdue, and evidence-deficient work in one control desk
• Understand exactly why an engagement needs attention
• Monitor acceptance-criteria and retained-evidence coverage
• Set a review cadence for every engagement

SEPARATE BOTH SIDES OF THE WORK

• Place each handoff in the Our, Client, or Shared lane
• Record a state, due date, acceptance criteria, and blocker
• Require acceptance evidence before a handoff is closed
• Scan all three lanes on a dedicated iPhone and iPad board

KEEP AN INSPECTABLE ENGAGEMENT RECORD

• Define the delivery outcome for each client engagement
• Retain decisions with their context and date
• Keep promises, interactions, and the next accountable move together
• Search and filter active, paused, completed, and prospective work

TURN CONVERSATIONS INTO EVIDENCE

• Debrief a call, email, message, meeting, or note
• Save the factual interaction, decision, and next move in one flow
• Assign the next move to your team, the client, or both sides
• Use dates chosen by you; Client Compass does not contact clients or record audio

EXPORT PROFESSIONAL DELIVERY RECORDS

• Export a complete versioned JSON backup
• Create a detailed delivery-ledger CSV
• Generate a portfolio delivery-review PDF
• Create PDF or text packets for individual engagements
• Restore supported backups on device

PRIVATE BY DESIGN

Client Compass requires no account and includes no ads, tracking, third-party analytics, subscription, or in-app purchase. Records stay on your device unless you explicitly export or share them. Optional reminders are scheduled locally.

Client Compass does not send messages, process payments, or provide legal or financial advice. It gives service professionals a clear, evidence-based record of what is being delivered, who owns the next handoff, and what will prove completion.