Clients are the companies or individuals you work with. Orka manages the entire client lifecycle — from first contact to ongoing relationships.
What is it?
A client in Orka is a record containing contact information, project history, invoices, and communication. Each client can have multiple projects and a dedicated portal.
Why does Orka use it?
Centralizing client data means:
- Single source of truth — All client information in one place
- Relationship tracking — See full history of projects and payments
- Portal access — Clients can view their own projects and invoices
- Permission control — Clients see only what you share
How does it work?
- Add a client — Enter their details (name, email, company)
- Create projects — Assign projects to the client
- Enable portal — Give clients access to view progress
- Track activity — Log communication and decisions
- Manage payments — Track invoices and payment history
When should you use it?
Every external person you work with should be a client in Orka. This includes:
- Paying customers
- Partner agencies
- Freelance contractors you hire
Common misconceptions
- "Clients can see everything" — No, they only see what you share through the portal
- "I can't have multiple contacts per client" — You can add multiple contacts to a single client record
- "Clients are just names" — Orka tracks full relationship history, not just contact info