A virtual assistant's hardest problem is context switching: five clients, five inboxes, five sets of preferences, and every one of them assumes they are your only client. ClientPlot keeps each client's tasks, notes, and deadlines separate but shows your whole day on one screen. This page covers how VAs use it to stay on top of everyone at once.
The Today view pulls due and overdue tasks from all your clients into one morning list, grouped by client. You see the whole day before it starts, instead of discovering it inbox by inbox.
The login preferences, the tone they like, the things they said to never do again: keep it in each client's notes. Six months in, you look like you remember everything, because your tool does.
Completed tasks with dates make monthly check-ins easy: here is what got done. Export any client's tasks to CSV when they want a report, or when you want receipts at contract renewal time.
Weekly newsletters, monthly reports, quarterly cleanups: give them due dates and let the dashboard resurface them. The calendar shows your real load, which is the data you need before taking on client number six.
Yes. Every task, note, and file lives under its client. The dashboard combines your day across clients, but each client's page shows only their work.
The Solo plan adds unlimited clients plus daily email digests and reminders. Upgrade when the free plan gets tight, and nothing about your data changes.
Yes, two ways. Share a read-only project status page with no login, or invite them as a viewer so they can see progress without editing anything.
See also