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Customers & use cases

Who uses Clausery

Reviewed by Clausery editors · · 4 min read

People and small businesses who send the same kinds of Word documents again and again, and do not want to upload client details to a document server.

Every scenario below links to a real page with templates and guidance — no invented quotes.

Freelancers & solo creators

Designers, writers, developers, photographers, videographers, coaches and tutors who send invoices and contracts themselves.

Used for

  • Invoice by the hour, day or project with line-item calculations and tax
  • Quote a fixed scope, then turn it into an invoice when accepted
  • Send a simple freelance contract or statement of work before starting work
  • Remember business details, bank details and the next invoice number

Popular templates: Invoice · Price quote · Independent contractor agreement · Freelance writing contract, more

Freelancers →

Consultants & agencies

Solo consultants and small agencies on retainers or fixed-fee engagements, often with deposit invoices and change orders.

Used for

  • Engagement letters, consulting agreements and retainers
  • Deposit invoice + final invoice pairs
  • Change orders when scope moves mid-project
  • Reusing the same SOW template across clients

Popular templates: Consulting agreement · Retainer agreement · Statement of work · Service agreement, more

Consultants →

Landlords & property managers

Small-scale landlords, housemates letting a room, and property managers who prepare the same paperwork for every tenancy.

Used for

  • Lease agreements, roommate agreements and subleases
  • Rent receipts for every payment a tenant makes
  • Notice to vacate, rent increases and late-rent reminders
  • Security deposit return letters

Popular templates: Residential lease agreement · Roommate agreement · Sublease agreement · Rent receipt, more

Landlords →

Small HR teams & founders

Founders and HR managers at small companies who write offer letters, employment contracts and routine HR letters.

Used for

  • Offer letters, employment agreements and NDAs for new hires
  • Warnings, promotions, reference requests and resignations
  • Internship offers, employment verification and severance
  • Employee vs contractor NDA variants

Popular templates: Offer letter · Employment agreement · Employee NDA · Mutual NDA, more

HR teams →

Service & trades businesses

Cleaners, contractors, handypersons, landscapers, caterers, pet sitters and other service businesses billing per job.

Used for

  • Quotes that become invoices when accepted
  • Equipment rental and service agreements
  • Liability waivers for high-risk work
  • Invoices tailored to the trade

Popular templates: Price quote · Invoice · Cleaning services contract, more

Trade invoice templates

Small firms & solo practitioners

Solo lawyers and small firms who draft repetitive documents for clients and want templates that never leave the firm's device.

Used for

  • Client intake forms that run as standalone HTML (no portal)
  • Engagement letters and fee agreements from Word precedents
  • Encrypted workspace for stored drafts (AES-256-GCM)
  • Self-host on a firm domain or intranet with a commercial license

Popular templates: Law firm engagement letter · Consulting agreement · Mutual NDA · Independent contractor agreement, more

Law firms →

By country

Invoices are pre-set for the tax rules that apply in each country: VAT in the UK and EU, GST/HST in Canada, GST in Australia and New Zealand, South African VAT, and US-style invoices with optional sales tax.

UK VAT invoice · Irish VAT · Australian GST · NZ GST · Canada GST/HST · South Africa VAT

By trade

Invoice templates for common trades come pre-filled with typical line items and categories so you do not start from a blank page.

Construction · Handyman · Cleaning · Landscaping and lawn care · Photography · Video production · Graphic design · Web design and development · Consulting · Freelance writing · all trades

Want to see a use case added?

If you prepare the same kind of document every week and it is not listed here, tell us which one. The most-requested templates and workflows are built first.

Request a template or workflow

Common questions

Do I need an account for any of this?

No. Every template in the free library is free with no sign-up. Start from any “Fill it in” button and download a finished Word document. Pro ($19/mo after a 14-day no-card trial) removes the “Made with Clausery” line and unlocks unlimited own templates, calculations, encryption and bulk-from-spreadsheet.

Which plans include which features?

See the pricing page for the full comparison. Free: all 87 library templates, up to three of your own, unlimited documents. Pro: unlimited own templates, calculations, encrypted workspace, intake forms, unlimited bulk-from-spreadsheet. Team: five seats, onboarding, shared template packs. Enterprise: commercial license, self-hosting, custom branding.

Can my whole team share templates?

Yes. Pro works per user for individuals; Team covers five named users with shared template packs and an onboarding call. Enterprise adds self-hosting and a commercial license for white-label or intranet deployments.

What is the money-back guarantee?

If Clausery is not right for you, email within 30 days of your first payment for a full refund. No forms, and you do not need to give a reason.

Start with the document you send most.

Browse 87 free Word templates or start an invoice in 60 seconds — no signup, no card.

Source code is public at GitHub. Read about Clausery or see pricing.

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