03 · Client Management

Everything about a client, on one screen.

Client context should not live in one person’s memory or a shared drive nobody maintains. Turia One gives every client a single record that holds contacts, statutory identifiers, documents, open work, past work and money owed.

Single client record with full work history
Document vault with version history
Client portal for requests and approvals

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Client · Aperture Co

ACTIVE

100%

Documents on file and current

Primary contact · R. Menon Verified
Engagement letter Signed
Open tasks 4
Outstanding invoices ₹1,88,000
Last touchpoint 2 days ago

Active clients

347

Docs on file

12,480

Avg. tenure

3.4 yrs

6 min

Saved per client lookup

Source of truth

41%

Fewer document chase emails

Capabilities

What Client Management actually does for you.

A record that holds everything

Contacts, addresses, statutory IDs, engagement terms, documents and every task ever run for that client, in one view.

Document vault

Upload once, version forever. Old versions stay retrievable and every download is logged.

Client groups

Link entities under a parent group so a promoter’s five companies are one relationship, not five silos.

Client portal

Clients upload documents, approve drafts and see status without a single email thread.

Relationship timeline

Calls, emails, WhatsApp messages and meetings roll up into a chronological history anyone on the team can read.

Health signals

Flag clients who are slow to respond, slow to pay, or quiet for too long, before they churn.

How it runs

Four steps, and then it looks after itself.

Configuration is a one-off. After that the module runs on your schedule and only asks for a human when something genuinely needs one.

1
Onboard

Convert a won lead or create the client directly, with a checklist of documents to collect.
2
Centralise

Contacts, IDs and documents move into the client record, replacing the shared drive.
3
Operate

Every task, invoice and message attaches itself to the client automatically.
4
Review

Quarterly health views show revenue, effort and responsiveness per client.

Who leans on this

Client Management in your industry

All industries

Accounting Firms

Recurring compliance, statutory deadlines and document chasing — handled without heroics.

IT Services

Sprint delivery, utilisation and milestone billing across a distributed team.

Digital Marketing Agencies

Retainers, campaign calendars, approvals and client reporting without the chaos.

HR & Staffing

Candidate pipelines, client mandates, deployed-staff attendance and payroll in one place.

Service Providers

Field visits, service tickets, recurring contracts and collection — for teams that work on site.

FAQ

Client Management, answered

Still unsure whether it fits how your team actually works? Ask us the awkward version of the question — we would rather answer it now than after you have migrated.

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Can clients log in themselves?

Yes. The client portal is included, with per-contact permissions so you control who sees what within a client organisation.

How are related entities handled?

Client groups let you nest entities under a parent. You can view work and billing at either the entity or the group level.

Is document storage limited?

Storage scales with your plan. Files are versioned, access-logged and encrypted at rest.

Can we control who sees which clients?

Role and team-based visibility rules restrict client records to the people actually working on them.

Put Client Management to work this week.

Start with this module alone, or switch on the rest of the platform alongside it. Either way, setup takes minutes rather than a quarter.