Freelancers work across multiple clients simultaneously. Here's how to keep each client's research, resources, and references cleanly separated in Recallio.
Freelancers have a unique bookmark problem: multiple clients, often in different industries, often active simultaneously. A link saved for Client A shouldn't be in the same place as research for Client B. And when a client project ends, you want to archive cleanly — not lose the research that might be useful when a similar project comes up.
RecallioClients
└── [Client A Name]
└── [Client B Name]
└── [Client C Name]
Archive (clients)
└── [Former Client Name]
Personal Work
└── Portfolio
└── Business Development
└── Skills & Learning
Shared Resources
└── Tools I Use
└── Proposals & Templates
└── Pricing Reference
Clients: One collection per active client. Everything related to that client lives here — their industry research, competitor links, brand assets pages, their own site(s), any tools they use that you need to reference.
Shared Resources: Things useful across all client work — tools, your own templates, pricing benchmarks. Cross-client resources stay here rather than being duplicated per client.
Personal Work: Your own business — portfolio, prospecting research, professional development.
| Tag | Use |
|---|---|
client-brief | Brief, spec, or project requirements |
reference | Design/technical reference for this project |
competitor | Client's competitor content |
deliverable | Related to a specific deliverable |
invoice | Invoice or payment reference |
tool | Tool being used on this project |
handoff | Resources for handing off to the client |
prospect | Potential new client research |
recurring | Monthly/ongoing client |
When you start a new client project:
Clients: Clients / [Client Name].Everything the project needs is in one collection. When you switch between clients, switching collections gives you instant context.
Client bookmarks benefit from a specific description format:
"Client: TechCorp — their main checkout page. They're redesigning this in Q1; current version is what we're benchmarking against."
Including the client name in the description makes search work across clients: searching "TechCorp checkout" finds it even if you've forgotten which collection you filed it in.
When prospecting for new clients:
prospect.prospect to see all prospecting activity in one view.When a prospect converts to a client, remove the prospect tag, move to the Clients collection, and update the description. When a prospect goes cold, archive or delete.
Freelance rates are notoriously opaque. Save salary surveys, freelance rate reports, and industry benchmarks in your Pricing Reference collection. Put the date in the description — rate data ages.
When quoting a new project, filter this collection to see current market data. It makes rate conversations evidence-based rather than gut-feel.
When a project ends, bulk-select the client collection's bookmarks and move them to Archive (collections can't nest into Archive — it's a flat system collection). There's no dedicated field for notes on a collection itself, so put the wrap-up context in the description of a key bookmark instead: "Project completed 2026-10-01. Total: £8,500. Deliverable: full redesign."
The archived bookmarks remain searchable. When you pitch a similar client a year later, searching your archive for prior work in that industry surfaces the research you already did.
For projects where you deliver a resource list (recommended tools, further reading, setup docs), use Recallio's public collection share. Build a collection of handoff resources during the project, make it public at delivery, and include the link in your final handoff document. Clean, permanent, and no account required for the client to browse it.
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