Client-work guide
A practical client-work workflow, from proposal to invoice
A practical starting point for organizing project-based service work.
Practical guidance
Start with the agreement
Record what the client expects, the scope, fee basis, and delivery plan. Keep the agreement accessible during delivery.
Practical guidance
Keep delivery records in context
Associate tasks, time, and expenses with the right client project. Review records regularly rather than reconstructing them at invoice time.
Practical guidance
Review before invoicing
Check scope, recorded work, costs, and invoice details. A connected workflow supports review; it does not replace professional judgment.
Your next step
Keep every stage of client work connected.
Windows desktop app · Standalone edition · $199 USD one-time