Professional services
Not everyone who works for you
needs to see every file.
You decide who sees what, and sensitive information opens only with approval from the phone. And in the same place - the quotes, the invoices and who still owes you.
Sign-up opens soon · Every view of sensitive information is recorded
One office, one day
From the morning coffee
to the end of the quarter.
Every document software keeps a file. KLOXA also connects the meetings, the agreement and the money to it - and everyone on the team sees only what you approved for them.
A new client calls.
The intro meeting is booked.
You, or whoever manages your calendar, enter the client once and book an intro meeting. If you like, a meeting is confirmed only after you approve it.
Calendar and meetings
The agreement is sent by link.
The client signs from the phone.
After the intro meeting the engagement agreement is sent to the client by link, and they sign from the phone. Without a signature the work doesn't start - and from that moment it's clear exactly what you agreed on.
Digital forms
A freelancer joins the project.
Sees only their file.
Who only views, who edits and who manages. Each team member gets exactly what they need - even a freelancer who joins a project.
Permissions and control
The client asks where we stand.
The answer is already in the file.
Details, contacts, files, meetings and documents - in one place. The client asks where we stand, and you already know.
Customers
The quarter closes.
Your accountant gets everything.
The approved quote becomes an invoice without retyping, and at the end of the quarter your accountant gets everything organized.
Bookkeeping and accounting
In the system
And what about the money.
You see it all in one place.
From the price quote to the last payment - you see what was approved, what was paid and who it's worth calling.
Permissions and documents, nothing missed
What you can't afford to miss.
KLOXA doesn't miss it.
Throughout the work
Meetings, files and notes - all in one file, and everyone on the team sees only what they're allowed to. An important note shows up first.
Sensitive information opens with approval from the phone
ID numbers, bank details and anything you marked as sensitive are shown partially. Only someone who is allowed sees the full version, after approval from the phone - and the information is kept locked.
You know who saw what and when
Every view and every change is saved in one clear sentence, and can't be deleted. When you're asked after the fact - you have an answer.
A confidentiality agreement signed before access
You set work meetings to be booked only after the client has signed. The agreement is saved exactly as the client saw it, and the signature is kept locked.
The agreement is signed from the phone
You send the client a link, they read and sign from their own phone, and the agreement is already in the file. No printing, no scanning and no waiting a week for the mail.
Documents with your logo
Invoices, receipts and price quotes from software registered with the Israel Tax Authority, with your logo and payment terms. They go out straight from the file and show up for the client in the conversation with the business and in KLOXA ONE.
The details your field needs
A case number, an engagement type or a renewal date - you add it once and search by it. And whatever you marked as sensitive is kept locked.
A session with a group, not just one client
A training, a lecture or a workshop is booked in the calendar with a location, duration, number of participants and an attendance list. The invoice goes to the company or organization that ordered it, and a series of six sessions is booked in one action.
An approved quote becomes an invoice with one click
No retyping. And a quote that hasn't been approved yet waits on the list, so you know who to follow up with.
Who owes you, without searching
You see who still hasn't paid and how much, without going through receipts.
Recurring billing on the cycle you set
A client on recurring billing is charged on the cycle you set, and the invoice shows up for them in the conversation with the business. You don't need to remember who to send to this month.
You see the scope of work with each client
How much they've paid to date and how much work you've done for them. You know which clients really keep the office going.
Files, agreements, invoices and calendar
The client feels remembered.
KLOXA really does remember.
The file, the agreement, the invoice and the meeting - connected, from the first inquiry to your accountant.
- Build an agreement by dragging or upload an existing document
- The client signs by typing their name, a locked signature
- The client signs from the browser, with no install or sign-up
- A personal link for a limited time, which you can cancel right away
- Also a feedback form or a workshop registration
- A sensitive form opens only with approval from the phone
- Details, contacts, notes and tags in the file
- Linked files - who pays for whom and up to how much
- A case number, an engagement type or a renewal date
- ID numbers are kept locked and shown partially
- All the client's files in one place
- The quote, the agreement, the work and the payment stay in the same file
- The document shows up for the client in the conversation with the business and is also sent through the channel you set
- Headers and terms for each type of document - once
- A price quote that becomes an invoice with one click
- A document that went out isn't deleted - only canceled
- All the rooms and all of today's team, side by side
- A group session with participants and an attendance list
- You set how far ahead a meeting can be booked
- A meeting that waits for your approval
- Time for prep and wrap-up before and after a meeting
- You change from here on - what was stays
- From the first inquiry to your accountant - connected
Every file moves forward without losing context
From the first meeting.
To closing the account.
Agreements and signatures
An engagement agreement or a confidentiality agreement, signed without printing and scanning.
Client files
Everything related to the client, on one screen.
Invoices and price quotes
A document that goes out right from the first time.
The calendar
A single meeting, a regular series or a group session - by room and by team member.
How do I restrict access to a specific file within the team?
You set for each role what it can view, edit and manage - and it applies everywhere. The team sees only what you approved.
If a client asks who saw their information, can I answer?
Yes. Every view and every change is saved in a clear sentence - who, what and when - and can't be deleted. And opening sensitive information requires approval from the phone, and that is saved too.
Can I make sure work doesn't start before the agreement is signed?
Yes. The intro meeting is booked as usual, and work meetings are booked only after the engagement agreement is signed. The signed agreement is kept in the file exactly as the client saw it.
I run trainings and lectures, not one-on-one meetings. Is this right for me?
Yes, in the same calendar. You set a location, duration and number of participants, and you can book a whole series at once and see all the dates in advance. Each session has an attendance list, and the invoice goes to whoever ordered it - even when the participants are their employees. The agreement and the feedback form are sent by link and signed from the phone.
My field needs details that regular software doesn't have. What do I do?
You add them yourself - text, a number, a date, a choice from a list or an amount. They appear in the file, you search by them, and whatever you marked as sensitive is kept locked.
Can I move existing clients over without losing information unique to my field?
You start with the client list and the details you've already saved. Before the move we also map files, projects and professional details that have no fixed place, and only then decide what to move.
Your words
Photography says studio.
Training and lectures say hall.
A lawyer works with cases, an architect with projects, and a consultant with meetings. You define the names for your work, and then connect to each client the agreement, the activity, the payment and the team's access.
- Business consultingmeeting · room
- Financial consultingmeeting · room
- Organizational consultantmeeting · room
- Mortgage advisormeeting · room
- Business coachmeeting · room
- Law practicemeeting · room
- Notarymeeting · room
- Bookkeepingroom
- Tax consultantroom
- Appraisalmeeting · room
- Insurance agentmeeting · room
- Architecturemeeting · room
- Engineeringmeeting · room
- Interior designmeeting · room
- Real estate brokeragebrokerage · room
- Photographysession · studio
- Translationroom
- Training and lectureslecture · hall
- Graphic designroom
- UX designroom
- Web developmentroom
- App developmentroom
- Video editingroom
- Social media managementroom
- Copywritingroom
- SEOroom
- Othermeeting · room
Continue from here
The files are organized.
You can focus on the work.
The agreements, the meetings and the invoices next to the client - and sensitive information open only to the people you decide.