Your clients, your home and the person you care for, in one private app.

Track each lead and client by stage, with a follow-up date on every open lead, so no warm introduction goes cold. Log a touch and open a prep sheet before each call (Premium). Record what you owe each client and what they owe you. Enter hours and meetings a year to see what the work pays per hour.

Each client moves through Lead, Proposal, Signed, Active and Renewal, with your fee, hours and renewal date. Mark a proposal Sent and the client moves to Proposal. Mark it Accepted and it moves to Signed. Tap Clients only to see just your client work.

• Proposals built in a tap from your saved packages and saved items, with line items, a deposit and a valid until date. Share or email the PDF, and mark it Accepted to move the client on.
• Contracts and statements of work from a template, with the client, dates and fee filled in. Share the PDF to your own e-sign app, then share the signed copy back to the client's files. Templates are a starting point, not legal advice.
• A deposit invoice from an accepted proposal, then a balance invoice that takes the deposit off. Your default payment link from your own payment provider goes on each new invoice, and you can change it per invoice. Principal Seat does not process payments or take a fee. Mark invoices paid yourself.
• Each line has a Taxable switch, on by default, and tax is added only on Taxable lines. The tax label follows your country, such as Sales tax, VAT or GST, or you can type your own. With your VAT number and the client's set, a business client in another EU country gets a reverse charge note.
• Set a business currency, and a different one for any client who pays in another. Amounts are never converted.
• Open Business from Settings or from your Clients card, even before your first client: your details, booking and questionnaire links, invoice numbering, tax and currency.

Set a reminder weeks or months ahead of each retainer renewal or term end. Log hours on each client, mark what is billable, and bill those hours as invoice lines. Today shows how many invoices are overdue, as a count only.