A comprehensive freelance management system to track clients, projects, invoices, and business revenue within your AI agent.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install client-project-manager
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install client-project-manager using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Client Project Manager?
The Client Project Manager is a sophisticated business operations suite designed for freelancers and independent contractors. By adding this capability to your library of Openclaw Skills, you transform your AI agent into a full-service virtual assistant capable of handling CRM duties, project management, and financial reporting. It provides a structured way to maintain professional relationships while ensuring that no billable hour or deadline goes unnoticed.
This skill prioritizes data portability and transparency by storing all business records in local JSON files. Whether you are managing a single long-term contract or a dozen small projects, these Openclaw Skills allow you to maintain a high-level view of your business health while automating the tedious aspects of administrative work like invoice generation and client status updates.
Client Project Manager Use Cases
- Organizing client contact details and contract rates in a centralized CRM.
- Managing complex project lifecycles with milestones and deliverable tracking.
- Accurate time tracking for billable work with automatic cost calculations.
- Automated generation of professional Markdown and HTML invoices.
- Creating data-driven weekly status reports to keep clients informed.
- Monitoring monthly revenue growth and identifying top-performing clients.
How Client Project Manager Works
- Configuration: You define your business details, payment methods, and contact info via the config command.
- Client Onboarding: New clients are added to the CRM with specific rates and notes.
- Project Initiation: Projects are created under specific clients with defined budgets, deadlines, and deliverables.
- Execution and Tracking: As work progresses, you log time and update deliverable statuses.
- Communication: The skill generates weekly updates and payment reminders based on the latest project data.
- Billing and Reporting: Professional invoices are generated for completed work, and a comprehensive dashboard provides a financial overview of the business.
Client Project Manager Setup
The skill initializes its own data structure in the current directory. Start by configuring your business identity to ensure invoices are generated correctly.
# Initialize your business configuration
/client-project-manager config --name "Your Name" --business "Your Company LLC" --email "[email protected]"
# Create your first client entry
/client-project-manager add client "Acme Corp" --contact "[email protected]" --rate "$125/hr"
Client Project Manager Data Schema & Taxonomy
All data is managed within the ./freelance-data/ directory to ensure persistence and easy backups.
| File | Purpose | Content Type |
|---|---|---|
clients.json |
CRM Database | Client profiles, contact info, and lifetime value |
projects.json |
Project Registry | Status, progress, deliverables, and deadlines |
time-log.json |
Billing Ledger | Granular time entries linked to projects |
config.json |
User Identity | Business name, contact, and payment terms |
invoices/ |
Financial Output | Generated Markdown and HTML invoices |
updates/ |
Communications | History of weekly updates and reminders |
Client Project Manager Advanced Features
- Intelligent Invoice Generation: Automatically calculates totals, taxes, and net-14 due dates while outputting both web-ready HTML and editor-friendly Markdown.
- Tiered Payment Reminders: Generates follow-up emails that automatically adjust in tone and urgency based on how many days an invoice is overdue.
- Dynamic Monthly Business Reports: Provides a visual dashboard of revenue trends, effective hourly rates, and workload distribution.
- Automated Deliverable Tracking: Monitors specific project milestones and reflects their status in both the dashboard and client communications.
- Data Integrity Protection: Uses timestamp-based UUIDs and read-before-write protocols to prevent data collision in complex environments using Openclaw Skills.
SKILL.md
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