A clearer process for consulting work.
Collect a useful brief, track the work and keep client billing within reach.
Begin with the right information
Create an order form that asks for the details you need before starting a service. A structured intake reduces follow-up about missing information.
Follow the engagement
Keep the order, tasks, files and client messages together as work progresses.
Close the loop
Review invoices and payment status from the same workspace. Configure recurring services when the relationship continues beyond one engagement.