Client Manager for Openclaw

A comprehensive freelance command center for managing clients, tracking projects, and automating invoicing directly through your AI agent.

mkpareek0315
v1.0.0
Feb 22, 2026
0
0
0

Install & Download

1. ClawHub CLI

The fastest way to install a skill directly from the registry.

npx clawhub@latest install smart-content-repurposer

2. Manual Installation

Copy the skill folder to one of these locations

Global
~/.openclaw/skills/
Workspace
<project>/skills/

Priority: Workspace > Local > Bundled

3. Prompt Installation

Copy this prompt to OpenClaw to install it automatically.

Help me install smart-content-repurposer 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 Manager?

Client Manager is a specialized extension designed for Openclaw Skills that acts as a freelancer's digital business partner. It transforms your AI coding agent into a full-featured CRM that handles everything from lead pipeline management to complex financial reporting.

By maintaining local JSON storage, this skill ensures your sensitive business data stays private on your machine while providing high-level insights into your profitability, project timelines, and tax estimations. It is the perfect solution for independent developers and creatives looking to automate the administrative overhead of their freelance practice.

Client Manager Use Cases

  • Tracking active client lists, service types, and agreed rates.
  • Generating professional invoices and tracking payment statuses in real-time.
  • Monitoring project milestones and deadlines with proactive alerts.
  • Managing a lead pipeline to convert potential opportunities into active projects.
  • Automated time tracking for hourly billing and deep profitability analysis.
  • Generating tax reports and revenue forecasts for better financial planning.

How Client Manager Works

  1. The user initiates a command like "new client" or "invoice John" within the chat interface.
  2. The skill accesses local JSON data stores in the ~/.openclaw directory to retrieve or update business records.
  3. For financial tasks, the skill calculates totals, taxes, or late fees based on user-defined settings in settings.json.
  4. It generates formatted text-based reports or documents like invoices and proposals using the integrated write tools.
  5. It provides proactive daily briefings and follow-up reminders based on upcoming deadlines or overdue payments.

Client Manager Setup

To get started with this skill, initialize the directory structure and required data files:

mkdir -p ~/.openclaw/client-manager/backups

for file in clients leads projects milestones invoices proposals earnings timelog activity_log retainers reminders settings; do
  [ -f ~/.openclaw/client-manager/${file}.json ] || echo '[]' > ~/.openclaw/client-manager/${file}.json
done

Upon first run, the skill will prompt you for your business name, email, and preferred currency to populate the configuration.

Client Manager Data Schema & Taxonomy

The skill organizes freelance data across several specialized JSON files for maximum modularity:

File Description
clients.json Core client records, contact info, and rates
projects.json Active and completed project details with deadlines
invoices.json Billing records, line items, and payment statuses
timelog.json Granular tracking of hours spent per project
leads.json Sales pipeline tracking (Hot/Warm/Cold leads)
settings.json Business profile, tax rates, and late fee configurations

Client Manager Advanced Features

  • Morning Briefing: A daily summary of priorities, overdue payments, and upcoming deadlines.
  • Revenue Forecasting: Predictive income analysis based on project probabilities and lead temperatures.
  • Profitability Analysis: Calculates effective hourly rates to identify your most lucrative clients.
  • Late Fee Automation: Automatically calculates and applies penalties for overdue invoices.
  • Local Backups: Weekly automated backups and CSV export functionality for data portability.
  • Referral Tracking: Source analysis to see which channels (Twitter, LinkedIn, etc.) drive the most revenue.

SKILL.md


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