{"product_id":"clientflow-litefolio","title":"ClientFlow LiteFolio | Client Operations Dashboard for Virtual Assistants \u0026 Service Providers","description":"\u003cp data-start=\"193\" data-end=\"306\"\u003e\u003cstrong data-start=\"193\" data-end=\"306\"\u003eA calm client operations system for virtual assistants, admin partners, OBMs, and service-based support pros.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp data-start=\"308\" data-end=\"561\"\u003eClientFlow LiteFolio helps you manage clients, tasks, capacity, invoices, resources, referrals, testimonials, and follow-ups in one lightweight workspace — without building a giant spreadsheet or wrestling with a complicated project management platform.\u003c\/p\u003e\n\u003cp data-start=\"563\" data-end=\"816\"\u003eDesigned for virtual assistants, executive support pros, admin partners, OBMs, and client-facing service providers, this system gives you a clear place to see what matters today, what needs attention, and where your client load may be getting too heavy.\u003c\/p\u003e\n\u003cp data-start=\"818\" data-end=\"945\"\u003eIt is structured but not overwhelming. Professional, but not corporate-cold. Powerful, but still calm enough for a busy brain.\u003c\/p\u003e\n\u003ch3 data-section-id=\"1awye0g\" data-start=\"947\" data-end=\"976\"\u003eWhat You Can Track Inside\u003c\/h3\u003e\n\u003cp data-start=\"978\" data-end=\"1031\"\u003eClientFlow LiteFolio includes dedicated sections for:\u003c\/p\u003e\n\u003cul data-start=\"1033\" data-end=\"2169\"\u003e\n\u003cli data-section-id=\"1fv8vxq\" data-start=\"1033\" data-end=\"1133\"\u003e\n\u003cstrong data-start=\"1035\" data-end=\"1053\"\u003eCommand Center\u003c\/strong\u003e — see today’s priorities, overdue items, client health, and next best actions\u003c\/li\u003e\n\u003cli data-section-id=\"1k4e8hf\" data-start=\"1134\" data-end=\"1273\"\u003e\n\u003cstrong data-start=\"1136\" data-end=\"1155\"\u003eClient Profiles\u003c\/strong\u003e — track contact preferences, scope boundaries, retainers, risk level, links, notes, approvals, and responsibilities\u003c\/li\u003e\n\u003cli data-section-id=\"1dnzwsf\" data-start=\"1274\" data-end=\"1388\"\u003e\n\u003cstrong data-start=\"1276\" data-end=\"1295\"\u003eTask Management\u003c\/strong\u003e — organize deliverables by client, priority, energy level, status, due date, and task type\u003c\/li\u003e\n\u003cli data-section-id=\"1l0d5cz\" data-start=\"1389\" data-end=\"1449\"\u003e\n\u003cstrong data-start=\"1391\" data-end=\"1405\"\u003eFlow Timer\u003c\/strong\u003e — run focus sessions and log time locally\u003c\/li\u003e\n\u003cli data-section-id=\"1egt9xz\" data-start=\"1450\" data-end=\"1559\"\u003e\n\u003cstrong data-start=\"1452\" data-end=\"1473\"\u003eCapacity Planning\u003c\/strong\u003e — compare available weekly capacity against client retainers and estimated workload\u003c\/li\u003e\n\u003cli data-section-id=\"j5ljsj\" data-start=\"1560\" data-end=\"1665\"\u003e\n\u003cstrong data-start=\"1562\" data-end=\"1581\"\u003eIncome Tracking\u003c\/strong\u003e — monitor retainers, invoices, pending income, paid invoices, and overdue amounts\u003c\/li\u003e\n\u003cli data-section-id=\"kuapbf\" data-start=\"1666\" data-end=\"1751\"\u003e\n\u003cstrong data-start=\"1668\" data-end=\"1687\"\u003eInvoice Builder\u003c\/strong\u003e — create simple local invoices from client and line-item data\u003c\/li\u003e\n\u003cli data-section-id=\"3tzboq\" data-start=\"1752\" data-end=\"1857\"\u003e\n\u003cstrong data-start=\"1754\" data-end=\"1771\"\u003eResources Hub\u003c\/strong\u003e — keep admin tools, links, renewal dates, and client-related resources in one place\u003c\/li\u003e\n\u003cli data-section-id=\"t1gs6o\" data-start=\"1858\" data-end=\"1985\"\u003e\n\u003cstrong data-start=\"1860\" data-end=\"1877\"\u003eMarketing Hub\u003c\/strong\u003e — track referrals, testimonials, case study ideas, reactivation notes, content ideas, and warm follow-ups\u003c\/li\u003e\n\u003cli data-section-id=\"4ps11x\" data-start=\"1986\" data-end=\"2084\"\u003e\n\u003cstrong data-start=\"1988\" data-end=\"2015\"\u003eBrain Dump \/ Reset Room\u003c\/strong\u003e — capture scattered admin thoughts and turn them into next actions\u003c\/li\u003e\n\u003cli data-section-id=\"1y2vkym\" data-start=\"2085\" data-end=\"2169\"\u003e\n\u003cstrong data-start=\"2087\" data-end=\"2109\"\u003eSettings \u0026amp; Backups\u003c\/strong\u003e — customize your profile, manage data, and export backups\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3 data-section-id=\"1sos4py\" data-start=\"2171\" data-end=\"2219\"\u003eBuilt for the Way Support Pros Actually Work\u003c\/h3\u003e\n\u003cp data-start=\"2221\" data-end=\"2355\"\u003eClient work is rarely just “tasks.” It is context, timing, approvals, boundaries, risk, communication preferences, and emotional load.\u003c\/p\u003e\n\u003cp data-start=\"2357\" data-end=\"2517\"\u003eClientFlow LiteFolio gives you a place to hold the operational details that usually live across sticky notes, inboxes, Slack messages, spreadsheets, and memory.\u003c\/p\u003e\n\u003cp data-start=\"2519\" data-end=\"2551\"\u003eUse it to answer questions like:\u003c\/p\u003e\n\u003cul data-start=\"2553\" data-end=\"2822\"\u003e\n\u003cli data-section-id=\"1q3kjs1\" data-start=\"2553\" data-end=\"2585\"\u003eWhat needs my attention today?\u003c\/li\u003e\n\u003cli data-section-id=\"sleee7\" data-start=\"2586\" data-end=\"2612\"\u003eWhich client is at risk?\u003c\/li\u003e\n\u003cli data-section-id=\"2undle\" data-start=\"2613\" data-end=\"2636\"\u003eWhat am I waiting on?\u003c\/li\u003e\n\u003cli data-section-id=\"1thwcxx\" data-start=\"2637\" data-end=\"2664\"\u003eWhere am I over capacity?\u003c\/li\u003e\n\u003cli data-section-id=\"3dubdt\" data-start=\"2665\" data-end=\"2694\"\u003eWhich invoices are pending?\u003c\/li\u003e\n\u003cli data-section-id=\"ct69w3\" data-start=\"2695\" data-end=\"2767\"\u003eWhat follow-up could lead to a referral, testimonial, or reactivation?\u003c\/li\u003e\n\u003cli data-section-id=\"1hfi1i6\" data-start=\"2768\" data-end=\"2822\"\u003eWhat is the smallest next step I can take right now?\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3 data-section-id=\"2i5ag4\" data-start=\"2824\" data-end=\"2873\"\u003eADHD-Friendly, Browser-Based, and Local-First\u003c\/h3\u003e\n\u003cp data-start=\"2875\" data-end=\"3041\"\u003eThis is a standalone digital workspace designed to run in your browser. Your data saves locally in your browser, and you can export backups regularly for safekeeping.\u003c\/p\u003e\n\u003cp data-start=\"3043\" data-end=\"3126\"\u003eNo login.\u003cbr data-start=\"3052\" data-end=\"3055\"\u003eNo subscription.\u003cbr data-start=\"3071\" data-end=\"3074\"\u003eNo bloated dashboard.\u003cbr data-start=\"3095\" data-end=\"3098\"\u003eNo spreadsheet shame spiral.\u003c\/p\u003e\n\u003cp data-start=\"3128\" data-end=\"3236\"\u003eJust a calm, practical system for managing client operations with more clarity and less mental tab overload.\u003c\/p\u003e\n\u003ch3 data-section-id=\"9n3n4e\" data-start=\"3238\" data-end=\"3253\"\u003ePerfect For\u003c\/h3\u003e\n\u003cul data-start=\"3255\" data-end=\"3538\"\u003e\n\u003cli data-section-id=\"1867uzy\" data-start=\"3255\" data-end=\"3277\"\u003eVirtual assistants\u003c\/li\u003e\n\u003cli data-section-id=\"1qvplbj\" data-start=\"3278\" data-end=\"3302\"\u003eExecutive assistants\u003c\/li\u003e\n\u003cli data-section-id=\"1izju0j\" data-start=\"3303\" data-end=\"3324\"\u003eAdmin consultants\u003c\/li\u003e\n\u003cli data-section-id=\"1p4rizl\" data-start=\"3325\" data-end=\"3353\"\u003eOnline business managers\u003c\/li\u003e\n\u003cli data-section-id=\"gfn63v\" data-start=\"3354\" data-end=\"3387\"\u003eClient operations specialists\u003c\/li\u003e\n\u003cli data-section-id=\"1y75iqw\" data-start=\"3388\" data-end=\"3414\"\u003eFreelance support pros\u003c\/li\u003e\n\u003cli data-section-id=\"6wj27m\" data-start=\"3415\" data-end=\"3464\"\u003eService providers managing multiple retainers\u003c\/li\u003e\n\u003cli data-section-id=\"1n8uljy\" data-start=\"3465\" data-end=\"3538\"\u003eNeurodivergent business owners who need visible, low-friction systems\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3 data-section-id=\"lgtwr4\" data-start=\"3540\" data-end=\"3558\"\u003eImportant Note\u003c\/h3\u003e\n\u003cp data-start=\"3560\" data-end=\"3779\"\u003eClientFlow LiteFolio saves data locally in your browser. Do not use it to store sensitive passwords, regulated client data, or confidential information that requires secure compliance handling. Export backups regularly.\u003c\/p\u003e","brand":"Divergent Planner Co","offers":[{"title":"Default Title","offer_id":43234038546537,"sku":null,"price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0684\/4101\/4377\/files\/ChatGPT_Image_May_19_2026_02_47_48_PM.png?v=1779216493","url":"https:\/\/divergentplannerco.com\/products\/clientflow-litefolio","provider":"Divergent Planner Co","version":"1.0","type":"link"}