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Find the right software, involve clients or bill services: choose your starting point. With concrete product information, guides and templates for agencies and consultancies.
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Share files, control visibility and organise handovers.
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From time entry through service record to invoice draft.
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- Guide · Client Delivery
Client Delivery: from the brief to a traceable handover
Client Delivery connects agreed outcomes, collaboration and billing. Clear handovers between team and client are essential.
- Guide · Project management for agencies
Project management for agencies: separate work from decisions
Agency projects need clear outcomes, responsibilities and a way to handle changes. A board alone cannot resolve missing decisions.
- Guide · Client portal
Client portal: a shared view, clear responsibility
A client portal brings together project information intended for clients. Meaningful visibility and clear calls to action matter most.
- Guide · Client data room
Client data room: exchange documents in their project context
A client data room links files to a project and task. Clear exchange needs owners, versions and access rules.
- Guide · Time tracking
Project time tracking: turn minutes into reviewable services
Project time makes sense with a task, activity and period. This helps distinguish effort from billable services.
- Guide · Service record
Service records: clearly document the work delivered
A service record connects project, period and specific activities. Scope, review status and billing reference should be separately identifiable.
- Guide · Project billing
Project billing: from reviewed services to invoice draft
Sound project billing starts with the agreement. Service basis, calculation and invoice review are three separate steps.
- Guide · ZUGFeRD / e-invoicing
ZUGFeRD and e-invoicing: separate format, content and validation
ZUGFeRD combines a visible invoice with structured data. Version, profile and validation of the actual document matter in practice.
- Practical tool · Client Delivery
Project handover: a checklist for the next owner
A handover is complete when the next person can continue. This checklist connects outcomes, open points and responsibility.
- Practical tool · Client portal
Approval matrix: separate visibility, feedback and decisions
Permission to see a file does not automatically mean authority to decide on it. A small role matrix makes the distinction visible before the project starts.
- Practical tool · Service record
Service record template: a fully calculated example
90 minutes, two activities and a traceable service reference. This template shows the fields and calculation for a simple record.
- Practical tool · ZUGFeRD / e-invoicing
Check e-invoices: a process for files, data and results
A technical report is only part of the check. This process separates format validation, content review and receipt confirmation.
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