Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
What This Skill Does
A local CRM for freelancers that manages clients, projects, invoices, time tracking, and lead pipelines from a chat interface. All data is stored in JSON files on the user's machine. Covers the full freelance workflow from first contact to payment and tax reporting.
Covers the entire freelance business cycle in one place without requiring a paid CRM subscription or sending client data to external servers.
When to use it
- Generating invoices and marking payments received
- Tracking hot and warm leads in a pipeline by temperature
- Starting and stopping a timer on a billable project
- Getting a morning briefing with overdue invoices and upcoming deadlines
- Running a profitability report to compare effective hourly rates across clients
Example Workflow
Here's how your AI assistant might use this skill in practice.
User asks: invoice John
- 1Reads clients.json to find John's record
- 2Reads projects.json for active projects linked to that client
- 3Pulls business name, email, and payment terms from settings.json
- 4Calculates total and formats a numbered invoice display
- 5Saves the invoice to invoices.json with status unpaid
Formatted invoice #INV-2026-001 for $500 due in 14 days, with an offer to send via email or save as PDF