Clients

A client is whoever you're building for — a person or a business. Create them once with their contact details (and, if your bookkeeping uses one, their client number), then link them to their projects. Everyone who works the project sees who it's for, without digging through messages.

Invoicing details — legal name, tax ID, billing address, fiscal defaults — live in a separate billing profile that only organization admins can see. A teammate who can see which client a project belongs to still can't see that client's tax information.

If you publish a project to your public portfolio, your client stays out of it: no client names, no financials, nothing. What's public is your work, never your customer list.