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Client clarity

Keep client records clear, connected, and current.

See contacts, status, projects, and invoices in one record. Scopra keeps client data dependable so you can act with confidence.

Live client list Ownership & audit trail Projects + billing in one place
Live workspace
Client workspace example in Scopra
Client list at a glance

Every client, filtered and reliable.

Scan your client base with a list that shows status, value, work in flight, and who owns the relationship—no spreadsheets needed.

Fast scan

  • Client name and status so you spot active vs. at-risk accounts
  • Date added to see relationship health
  • Projects and invoices tied to each client

Reliable ownership

  • Account manager and delivery lead in plain sight
  • Compliance details (VAT, company no.) alongside the record
  • No stray spreadsheets or lost folders
Client list view
Individual client records

Details that stay accurate and audit-ready.

Scopra keeps every client detail—from compliance to contacts—centralized and tracked.

  • Statuses for Active, Inactive, or Archived clients
  • Audit of when details were added or updated
  • Contacts, addresses, and history in one place
  • Change log so you always know who edited what
Client details view

Connected overviews

See client work, billing, and owners in one pane.

No context switching—Scopra pulls project and invoice signals into every client record.

Projects overview

See every project linked to a client with budget, burn, and owners.

Invoices overview

Track sent, due, and overdue invoices without leaving the client record.