The client pays — and the project with its tasks is already open, no paperwork
The client sits in the CRM, the invoice in accounting, the tasks in a tracker, and memory holds it all together. Whether the client has paid and work can start has to be checked, and income is counted separately later.
≈5 h a month
of paperwork for new clients
Estimate: 20 new clients a month × ~15 minutes moving data between the CRM, invoices and tasks
1 click
from a paid invoice to a project with tasks
This is how it works at the law firm reboot legal
Before
~15 minutes per client
- Person
Log the enquiry in the CRM
- Person
Prepare an offer as a separate document
- Person
Client agrees — issue an invoice somewhere else
- Person
Check whether the payment has arrived
- Person
Create the project and tasks by hand, add the income to a spreadsheet
While someone checks whether it is paid, work stands still — and income never matches the projects.
After
No manual copying
- Person
Log the enquiry and send an offer from the client card
- Person1 click
Client accepts the terms — press a button
- System
The invoice is created from the offer’s details
- Person1 click
Mark the invoice as paid
- System
A project with standard tasks opens, the income goes to the finance dashboard
How it works
- 1
Client pipeline
Every enquiry is a client card with a status, from first contact to contract or decline. The history of status changes is kept, and client check marks do not get lost.
- 2
The offer
An offer is created from the client card: the fee and the date it is valid until. It is linked to the client, so there is no email to dig up.
- 3
Acceptance becomes an invoice
The client accepts the terms, you press a button, and the invoice is created from the offer’s details. The payment method is recorded on the invoice.
- 4
Payment starts the work
Once the invoice is marked as paid, a project with standard tasks opens on its own. Work can start straight away, with nothing to check.
- 5
Money next to the work
Paid invoices flow into finance: income and expenses, budget by category and a monthly dashboard. You can see what each client brought in.
What it is made of
NotionWhere the whole system lives: clients, offers, invoices, projects and finance. Nothing else to install.
Client pipeline
Statuses from enquiry to contract, a change history and check marks.
Buttons
Move the client along the path: offer → invoice → project.
Finance dashboard
Income and expenses by month and budget by category — right next to the projects.
What it looks like
Mock-up with demo data
📨Offers
| Client | Fee | Valid until | Status |
|---|---|---|---|
| EExample GmbH | €1,200 | 15 Oct | Sent |
| AAnna K. | €350 | 10 Oct | Paid → case |
| EEthan R. | €800 | 2 Oct | Declined |
A good fit if
- You work with offers and invoices: lawyers, consultants, agencies.
- Your clients, invoices and tasks live in different places.
- You want work to start right after payment, not after a round of emails.
Common questions
Can online payment be connected?
Yes: the payment method is recorded on the invoice, and receiving payments can be automated with n8n.