How it works

From a client agreement
to a prepared invoice.

Follow a fictional consulting assignment through the MyProjectEase workflow. This is an example, not a customer result.

The engagement

A solo consultant plans a client assignment.

Illustrative client engagement

A consulting assignment, from agreement to invoice.

A solo consultant prepares a scope and fee for a client engagement, plans the delivery tasks, records time and expenses, and prepares an invoice supported by those records.

Fictional workflow example, not a customer testimonial or an app screenshot.

Proposal

Define the work and fees.

Project

Plan tasks and delivery.

Time & costs

Record effort and expenses.

Invoice

Prepare billing from the work.

01 · Client

Organize the client information.

Keep the client’s details associated with the work.

02 · Proposal

Describe the scope and fee.

Prepare a scope, work plan, and fees for the client document.

03 · Delivery

Plan the project and tasks.

Start from a proposal or create a project directly. Keep the work organized as delivery progresses.

04 · Records

Record time and expenses.

Associate work and costs with the relevant project.

05 · Invoice

Prepare the invoice.

Use recorded time and expenses to support your invoice. Review the result before sending it through your chosen delivery method.