Problem
You rebuild a month of work from memory for each invoice or report.
Steps
- Tag every task with its client.
- Mark tasks done when you finish them. They appear on your Progress timeline.
- Before an invoice, filter the timeline by the client’s people. You see each meeting and the time you spent.
- Link the choice notes to show what the work found.
Test Can you list last month’s work for this client in five minutes?
Result Reports and invoices come from work you already saved.