# ClientKit: Session & Invoice — Notes, Billing & Client CRM

> Business app for session management, invoicing, and client CRM for solo service providers. (iPhone/iPad app by William Lamberti.)

- Source: https://appshunter.io/ios/app/clientkit-session-and-invoice/id6776037902 (this page in markdown: same URL + `.md`)
- Developer: [William Lamberti](https://appshunter.io/developer/1744987974)
- Category: Business, Productivity
- Price: Free with in-app purchases
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 3 MB
- Languages: American English
- Released: 2026-06-06
- Data updated: 2026-07-09
- Monetization: freemium
- User reviews in markdown: https://appshunter.io/ios/app/clientkit-session-and-invoice/id6776037902/reviews.md

## What is ClientKit?

ClientKit is the all-in-one session management app for independent
consultants, tutors, landscapers, handymen, coaches, and any solo
service provider who needs to capture, bill, and track client work.
Available on iPhone, iPad, and Mac.

RECORD EVERY SESSION
Tap Record and ClientKit captures your audio and automatically
transcribes it in real time using on-device Apple Speech — no
internet required. Everything stays private on your device.

IMPORT ZOOM & VIDEO RECORDINGS (MAC)
Record your tutoring or consulting session on Zoom, Google Meet, or
Teams. Import the video file on Mac and ClientKit automatically
transcribes it and adds timestamped notes to your session timeline.

ONE UNIFIED TIMELINE
Notes, photos, and transcript appear in a single chronological
scroll. Snap a before/after photo, circle items with your finger,
type a quick note — it all flows in the order it happened.

PROFESSIONAL INVOICES IN SECONDS
After your session, review suggested charges (pulled from your
transcript automatically), add line items, apply tax, and generate
a polished PDF invoice. A full session notes appendix is included.

KNOW YOUR CLIENTS
Rate clients 1–5 stars, keep private notes, and track who you
haven't worked with in a while. ClientKit reminds you to reach out
to your best clients with a pre-written follow-up message that
includes a referral ask — ready to send by text or email.

TRACK YOUR MONEY
See total invoiced, collected, and outstanding at a glance.
Year-over-year revenue chart, average time to get paid, client
retention insights, and overdue invoice alerts.

PRIVATE BY DEFAULT
Lock the app with Face ID, Touch ID, or your device passcode.
All data stored locally — no account required, no servers.

WORKS WITH YOUR TOOLS
• Export accounting CSV files for QuickBooks, Xero, Wave & FreshBooks
• Recurring sessions with Calendar sync
• AirPods & Lock Screen: pause / resume recording without unlocking
• Signature capture so clients sign off at session end

IPHONE, IPAD & MAC — ALL IN SYNC
ClientKit is a Universal app. Sync all your data across iPhone, iPad,
and Mac via iCloud — included free for everyone. Capture in the field
on iPhone, review and send invoices from your Mac.

WHAT'S FREE
Up to 2 clients with unlimited sessions, iCloud sync across all your
devices, and every core feature.

CLIENTKIT PRO
Unlimited clients.
$7.99/month or $59.99/year (save 37%).
Cancel anytime.

---
ClientKit is perfect for:
Tutors • Landscapers • Handymen • Personal Trainers • Life Coaches
Music Teachers • Pet Groomers • Photographers • Consultants •
Therapists • Home Cleaners • Contractors

## Key features

- Real-time audio transcription
- Import Zoom/video recordings
- Unified chronological timeline
- Generate professional invoices
- Client rating and notes
- Financial tracking and insights
- iCloud sync across devices

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| ClientKit Pro Monthly | $7.99 | per month |
| ClientKit Pro Annual | $59.99 | per year |



## Frequently asked questions about ClientKit

### What is ClientKit?

ClientKit is a business app designed for solo service providers to manage client sessions, create invoices, and track payments. It offers features like real-time audio transcription, note-taking, and financial reporting.

### Is ClientKit free to use?

ClientKit offers a free tier that includes up to 2 clients with unlimited sessions and iCloud sync across all devices. Core features are available in the free version.

### What are the paid features of ClientKit?

The paid 'ClientKit Pro' subscription unlocks unlimited clients. It costs $7.99 per month or $59.99 per year, offering a 37% saving on the annual plan.

### Does ClientKit have ads?

No, ClientKit does not contain advertisements. The app is free to use with core features and offers an optional subscription for advanced functionality.

### What devices does ClientKit support?

ClientKit is available on iPhone, iPad, and Mac. Data can be synced seamlessly across all these Apple devices using iCloud.

### How does ClientKit handle client data privacy?

ClientKit is private by default, storing all data locally on your device. It can be locked with Face ID, Touch ID, or a passcode, and no account or servers are required.

### Can I export my data from ClientKit?

Yes, ClientKit allows you to export accounting CSV files compatible with popular accounting software such as QuickBooks, Xero, Wave, and FreshBooks.

### How often is ClientKit updated?

ClientKit was last updated on June 12, 2026, indicating recent development activity. The latest version is 1.0.

## Version history (last 1 release)

### 1.0 — 2026-06-12

No release notes.

## More apps by William Lamberti

- [20D Hound of the Baskervilles](https://appshunter.io/ios/app/20d-hound-of-the-baskervilles/id6502372239)
- [Chat-R](https://appshunter.io/ios/app/chat-r/id6740294935)
- [RJVN](https://appshunter.io/ios/app/rjvn/id6752504972)
- [Poe's Raven](https://appshunter.io/ios/app/poes-raven/id6752530984)
- [Great Gatsby](https://appshunter.io/ios/app/great-gatsby/id6752880317)
- [Holy Rosary Teacher](https://appshunter.io/ios/app/holy-rosary-teacher/id6757083741)

All apps by William Lamberti: https://appshunter.io/developer/1744987974

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-09.*
