Free Tools

Practical business tools built for consultants, agencies, and client work.

Use these free tools to create polished documents, move faster with operations, and keep client-facing work clean from the first draft.

New

Meeting Minutes

structured meeting notes with attendees, agenda items, decisions, and follow-up actions.

Live now

16

client-side tools ready for immediate use.

Output

PDF-ready

print flows designed for professional client delivery.

Directory

Available tools

Each tool runs in the browser, keeps the interface focused, and follows the same visual language as the main Clients product.

Planning and Delivery

Free Business Days Calculator

Count working days between dates or add and subtract business days while excluding weekends and custom holidays for deadlines, invoices, and project plans.

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Operations and Delivery

Client Onboarding Checklist Generator

Generate a customizable client onboarding checklist with phases, owners, timelines, and printable output for service-based work.

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Sales and Operations

Free Client Red Flag Quiz

Interactive scorecard quiz that helps freelancers and agencies evaluate potential clients before signing. Score client behaviors across 11 dimensions and get a green / yellow / red risk rating with specific recommendations.

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Operations and Communication

Free Meeting Minutes Template Generator

Generate professional meeting minutes templates with attendees, agenda items, decisions, and action items for team or client meetings.

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Legal and Operations

Freelance Contract Template Generator

Generate professional freelance contract templates customized for different project types, payment terms, deliverables, and project scope.

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Finance and Pricing

Free Freelance Kill Fee Calculator

Calculate a fair kill fee when a client cancels a freelance project mid-work. Generates an invoice breakdown and a copy-paste client email.

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Finance and Pricing

Free Freelance Pricing Model Quiz

Interactive quiz that recommends the right pricing model for your freelance or agency work - hourly, project-based, retainer, or value-based - with pros, cons, and transition tips.

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Finance and Pricing

Freelance Rate Calculator

Calculate your ideal freelance hourly rate based on desired salary, business expenses, billable hours, and profit margin. Compare rates across different scenarios.

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Planning and Delivery

Free Gantt Chart Template Generator

Create an editable Gantt chart template with tasks, owners, start dates, due dates, dependencies, progress tracking, and copyable exports.

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Finance and Operations

Invoice Generator

Generate professional invoices for freelance and agency work. Enter client details, line items, rates, and export as PDF.

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Finance and Pricing

Free Late Payment Fee Calculator

Calculate fair late fees for overdue client invoices using flat fee, percentage, or compound interest models. Includes a copy-paste contract clause.

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Legal and Operations

Free NDA Template Generator

Generate a customized mutual or one-way Non-Disclosure Agreement with selectable jurisdiction, term length, and clauses. Print-ready PDF or DOCX.

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Planning and Delivery

Project Timeline Template Generator

Generate customizable project timeline templates with phases, milestones, dependencies, and a Gantt-style export for client engagements.

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Legal and Operations

Retainer Agreement Template Generator

Generate professional retainer agreements with scope of work, billing cycles, termination clauses, and IP ownership for freelancers and agencies.

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Finance and Pricing

Free Scope Creep Cost Calculator

Quantify the financial impact of scope creep on your project. See profit erosion, effective hourly rate, and recommended fair billing.

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Sales and Delivery

Statement of Work Generator

Create professional SOW documents with scope, deliverables, timeline, and payment terms, then export a polished PDF.

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