Client work, without the drift

Stop chasing. Start knowing.

Moori gives freelancers and agencies one place to track clients, projects, payment milestones, document requests, and missing files. Know who needs chasing today — without digging through email.

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Free to start · No credit card required · Early access

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Today

Thursday, 5 June

Clients

Overdue

Missing

Needs chasing today

Acme Corp

Logo files (final)

7 days overdue

Brighton Consulting

Deposit invoice — £2,400

4 days overdue

Studio Fox

Signed contract

2 days overdue

Coming up

Northfield Media

Monthly retainer · in 3 days

Clarke & Partners

Project brief · in 5 days

The problem

Client admin is a black hole.

Without a system, client work drifts. Deadlines slip, payments go unpaid, and you end up chasing the same things every week.

Client files in email

You asked for the logo three times. It's somewhere in a thread from February. Probably.

Payment follow-ups in your head

You remember the deposit was due last week. You're not sure which client. You send a polite email and hope.

Missing documents discovered late

The client hasn't sent the signed contract. You discover this the day before deadline.

No clear view of what's overdue

Three clients need chasing. Two invoices are past due. You're not certain without digging through spreadsheets.

Deadlines slipping quietly

A project goes off the rails gradually. By the time you notice, you've already missed the window.

Scattered across tools

Invoices in one tab. Files in another. Emails in a third. No single source of truth.

What you get

Everything client work needs.

Moori covers the full client operations loop — from first meeting to final payment.

Client command centre

All your clients, contacts, and notes in one place. Know your full client list at a glance — who is active, who is archived, and who needs attention.

Project tracking

Manage every client engagement with projects, statuses, start and due dates, and all the details that belong together in one view.

Payment milestones

Track every payment you are owed — amount, due date, and whether it has been paid. Overdue payments surface on your dashboard so nothing slips.

Tracking only — Moori does not process payments.

Document requests

Ask clients for exactly the files you need. Track whether each request has been received, is overdue, or is still waiting.

Secure client portal

Share a project-specific secure link with your client. They can upload files directly — no account required. Links expire automatically.

Private file uploads

Files are stored privately. Every download link is short-lived and signed. No public storage paths, no permanent URLs.

Email secure links

Send a portal link directly from Moori to one of your client's contacts. Preview and customise the message before it goes.

Built-in help & support

A full knowledge base and in-app support ticketing system mean you can get help without leaving Moori.

Global search

Find any client, project, milestone, or document request instantly. Search across your entire workspace from anywhere in the app.

How it works

Set up once. Chase less.

The full client workflow from first client to final payment in five steps.

Add a client

Create a client record with their name, contact details, and any internal notes. Only the name is required.

Create a project

Add a project under the client. Set a status, due date, and description — or leave it minimal and fill in as you go.

Add payment milestones and document requests

Record what you are owed and when, and list the files you need from the client. Due dates trigger overdue alerts.

Share a secure portal link

Create a portal link for the project and send it to your client. They upload files directly — no account needed. The link expires after 30 days.

Track what needs chasing

The dashboard tells you what is overdue, what is coming up, and what is missing. Chase the right things every day.

Security & privacy

Your client data stays private.

Moori is designed around the principle that your business data belongs to you.

Private file storage

All uploaded files are stored in a private bucket. There are no public storage URLs. Every download link is a short-lived signed URL that expires after a few minutes.

Portal links are bearer credentials

Treat portal link URLs like a shared password. Anyone with the link can access that project's portal. Moori expires them automatically after 30 days, and you can revoke them any time.

No payment data stored

Moori tracks payment milestones but does not process payments. No card numbers, bank details, sort codes, or payment credentials are stored.

Workspace isolation

Every query, every file access, every action is scoped to your workspace. Your clients and data are completely isolated from other workspaces.

Pricing

Simple, transparent pricing.

Moori is free to use today. Paid plans are built and ready — billing launches soon.

Free

For getting started

Free

Free during early access

2 active clients
3 active projects
Payment milestone tracking
Document request tracking
100 MB storage

Get started free

Feature	Free	Starter	Studio	Agency
Active clients	2	25	100	300
Active projects	3	50	250	1,000
Storage	100 MB	5 GB	15 GB	50 GB
Secure upload links	—	✓	✓	✓
Email secure links	—	✓	✓	✓
Team seats	1	1	1	3
Support	Basic	Standard	Priority	Priority

Common questions.

If something isn't answered here, email us at hello@moori.app

Is Moori a CRM?

Not exactly. Moori is a client operations tool, not a sales pipeline. Once you win a client, Moori helps you track the work, payments, documents, and deadlines so nothing drifts out of sight. Think of it as a calm command centre for active client work.

Do my clients need an account?

No. Your clients never log in to Moori. You share a secure portal link with them and they can upload files directly through it — no registration, no password, no friction.

Can clients upload files through Moori?

Yes. Create a document request in Moori, generate a secure portal link for the project, and share it with your client. They upload directly through the link. Files are stored privately and are only accessible to you.

Is there a free plan?

Yes. The Free plan includes 2 active clients, 3 projects, payment milestone tracking, and document request tracking. Secure client upload links are available on Starter and above. No credit card required.

Is billing live yet?

Not yet. Moori is in early access and all accounts have free access to their plan features today. Paid plans are designed and ready to go — billing launches soon. You will be notified before any charges apply.

Is my data private?

Yes. All data in Moori is scoped to your workspace and completely isolated from other accounts. File storage uses private buckets — there are no public file URLs. Every download link is a short-lived signed URL that expires within minutes.

What does Moori track?

Clients, contacts, projects, payment milestones, document requests, and deadlines. Your dashboard surfaces what is overdue, what is coming up, and what is missing — so you always know exactly who needs chasing today.

Can I cancel or delete my account?

Yes. Your data stays in your account unless you choose to delete it. During early access there are no contracts or subscriptions — you can stop using Moori at any time.

Start organising client work today.

Free to get started. No credit card required.

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