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.
Dashboard visibility
Open Moori and know exactly where things stand: what needs attention today, what is coming up, and what you have recently resolved.
Chase Queue
Every overdue payment, missing document, and correction waiting on a client in one queue, split into urgent and upcoming so you always know what to chase next.
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.
Chase Queue
One queue. Everything that needs chasing today.
Overdue payments, missing documents, and corrections waiting on a client all land in one place, split into what is urgent and what is coming up.
- Urgent and upcoming items grouped automatically
- Mark chased once you have followed up, so you always know what you already said
- Chase Copy gives you a ready-to-send message in the tone you want
Project hub
Every project has one home for the whole story.
Payments, document requests, and what needs attention right now all live on the project page, so you are never piecing things together from memory or old emails.
- Project Pulse surfaces exactly what is overdue or waiting on the client
- Payment milestones and document requests sit side by side
- Chase Copy is available directly from the project, no need to leave the page
Document review
Accept it, or send it back with a note.
When a client uploads a file, accept it or request a specific correction. They see exactly what to fix and reupload, no new email thread required.
- Accept or request a correction in one click
- Correction notes travel straight to the client through their upload link
- Full upload history if a file is resubmitted more than once
Secure client portal
Your client never needs an account.
Share one secure link. They see exactly what is needed and upload directly, no sign-up, no confusion about which files go where, and the link expires automatically.
- No client account required to upload a file
- Private, workspace-isolated file storage
- Portal links expire automatically and can be revoked at any time
How it works
Set up once. Chase less.
The full client workflow from first client to final payment in five steps.
01
Add a client
Create a client record with their name, contact details, and any internal notes. Only the name is required.
02
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.
03
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.
04
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.
05
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.
Organisation & support
Everything else you need, without extra tools.
Clients and projects stay easy to scan, and help is never far away.
Clients
See who needs attention and what they are still waiting to send or pay, at a glance.
Projects
Every active engagement in one list, with status and outstanding amounts visible immediately.
Help Centre
A searchable knowledge base plus in-app support, so you are never stuck without an answer.
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.
Every beta tester gets the Starter plan, free, for the whole beta.
Free
For getting started
Free
- 2 active clients
- 3 active projects
- Payment milestone tracking
- Document request tracking
- 100 MB storage
Most popular
Starter
For solo freelancers
£19/ month
Free for beta testers
- 25 active clients
- 50 active projects
- Secure client upload links
- Email secure links to clients
- Standard support
- 5 GB storage
Studio
For growing studios
£39/ month
- 100 active clients
- 250 active projects
- Everything in Starter
- Priority support
- 15 GB storage
Agency
For agencies and teams
£79/ month
- 300 active clients
- 1,000 active projects
- 3 team seats
- Everything in Studio
- Priority support
- 50 GB storage
| 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 |
Beta access: Every beta tester gets the Starter plan free, no card required. Billing launches after the beta ends, and you will be notified before anything is charged.
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. Every beta tester gets the Starter plan free for the whole beta period. Paid plans launch after the beta ends, and 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.
Moori is currently invite-only. Reach out and we will get you set up.