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.
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Meeting Minutes
structured meeting notes with attendees, agenda items, decisions, and follow-up actions.
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client-side tools ready for immediate use.
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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.
Free Blended Rate Calculator
Calculate a weighted blended hourly rate across roles, team members, or project phases with contingency, margin, and discount adjustments.
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.
Free Case Study Template Generator
Generate a polished business case study outline with problem, solution, metrics, pull quotes, and downloadable structure for agencies and client teams.
Free Change Order Template Generator
Generate a client-ready change order with scope changes, business reason, timeline impact, pricing, approval terms, and signature language.
Client Onboarding Checklist Generator
Generate a customizable client onboarding checklist with phases, owners, timelines, and printable output for service-based work.
Free Client Satisfaction Survey Generator
Generate a client satisfaction survey with NPS, CSAT, rating scales, open-ended questions, follow-up prompts, and copy-ready Markdown.
Free Creative Brief Template Generator
Build a client-ready creative brief with objective, audience segments, core message, deliverables, proof points, tone, channels, and constraints.
Free Employee Handbook Template Generator
Generate a practical employee handbook outline and starter policy sections for small teams by company size, work model, state, and benefits complexity.
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.
Free Meeting Minutes Template Generator
Generate professional meeting minutes templates with attendees, agenda items, decisions, and action items for team or client meetings.
Freelance Contract Template Generator
Generate professional freelance contract templates customized for different project types, payment terms, deliverables, and project scope.
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.
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.
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.
Free Gantt Chart Template Generator
Create an editable Gantt chart template with tasks, owners, start dates, due dates, dependencies, progress tracking, and copyable exports.
Free Hourly Rate Calculator
Calculate a sustainable hourly rate from target income, business expenses, taxes, benefits, billable hours, utilization, and profit margin.
Invoice Generator
Generate professional invoices for freelance and agency work. Enter client details, line items, rates, and export as PDF.
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.
Free Lessons Learned Template Generator
Create a project lessons learned log with phases, observations, recommendations, owners, priorities, and closeout follow-up actions.
Free Letter of Recommendation Template Generator
Create a professional recommendation letter template with relationship context, strengths, examples, role details, and copy-ready wording.
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.
Free One Pager Template Generator
Generate a concise one-page business or project summary with audience, offer, proof points, differentiators, and a call to action.
Free Project Charter Template Generator
Generate a client-ready project charter with goals, scope, stakeholders, milestones, assumptions, risks, success metrics, and approval language.
Free Project Margin Calculator
Calculate client project profitability from budget, labor, contractor costs, software, expenses, contingency, and target margin.
Free Project Quote Template Generator
Build a polished project quote with deliverables, assumptions, optional line items, expiration terms, deposit schedule, and approval-ready totals.
Project Timeline Template Generator
Generate customizable project timeline templates with phases, milestones, dependencies, and a Gantt-style export for client engagements.
Free RACI Matrix Template Generator
Create a responsibility assignment matrix with Responsible, Accountable, Consulted, and Informed roles plus accountability gap checks.
Free Resignation Letter Generator
Generate a polished resignation letter with role, employer, final work date, tone, notice period, and transition details.
Retainer Agreement Template Generator
Generate professional retainer agreements with scope of work, billing cycles, termination clauses, and IP ownership for freelancers and agencies.
Free Risk Register Template Generator
Build a project risk register with likelihood, impact, priority scores, owners, mitigation plans, contingency plans, and status tracking.
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.
Statement of Work Generator
Create professional SOW documents with scope, deliverables, timeline, and payment terms, then export a polished PDF.
Free Stakeholder Analysis Template Generator
Create a stakeholder analysis template with influence, interest, attitude, priority scoring, communication cadence, and action planning.
Free Timesheet Calculator
Calculate daily and weekly work hours from start and end times, lunch breaks, overtime rules, rounding settings, and hourly rates.