Agree on the brief
One shared reference helps prevent scope from drifting.
Record the deliverables, milestones, revision process and handoff requirements. Get agreement before work starts.
Carry into the next stepAn agreed project brief.
Keep the brief, scope, work records and client invoice aligned from kickoff to handoff.
One shared reference helps prevent scope from drifting.
Record the deliverables, milestones, revision process and handoff requirements. Get agreement before work starts.
Carry into the next stepAn agreed project brief.
A visual map helps the client and developer agree on what is included.
Map the main user flow and mark what is included in the current milestone. Link the board from the agreed project brief.
Carry into the next stepA shared scope map for the milestone.
Coding activity records can support your own project review.
Track work during the project and review it against the milestones. Use your agreed billing terms rather than treating activity as automatic billable time.
Carry into the next stepA work record to review alongside the delivered scope.
An invoice editor helps turn the completed work into a clear client document.
Add the client details and agreed items, review the amounts and applicable settings, and export the invoice PDF for the client.
Youβre done when you haveA reviewed invoice and an organized handoff.
Use these as flexible workflows: copy, export, or move files between tools as needed. Check the tool details for the plan and platform that fit your project. Explore all recipes β