FOR INDEPENDENT CONSULTANTS
Clear scope. Confident next steps.
Turn a business problem into a proposal your client can understand. Keep deliverables, fees, invoices, and the details behind your engagements within reach.
Start with Free. Add what your work needs.
THE WORK, AND WHAT COMES WITH IT
From a business problem to defined scope.
A client asks you to improve a slow handover process. You separate diagnosis and recommendations from implementation, agree the deliverables, and make the commercial steps clear.
Client workspace
Northwind LLC / Four-week operations review Understand the business problem.
Improve the handover process and identify practical next steps.
Review the captured details
Four-week operations review
You review and send the proposal
AGREED TOGETHER
Agree what’s in. Be clear what’s out.
- Findings and recommendations
- Client provides process documents
- Implementation scoped separately
You and your client confirm the details
You send the invoice. Your client pays.
Keep the proposal, any separate statement of work, and your agreement consistent with the scope and terms you agree with your client.
A HEAD START, WHEN YOU NEED ONE
Resources for a clearly defined consulting engagement
Use adaptive prompts to work through your scope, offer, engagement terms, and invoice.
Browse all resourcesPrompt
Define a statement of work
Make delivery concrete with defined outputs, completion criteria, milestones and input owners.
Read the promptPrompt
Define an engagement
Organize the decisions behind a working relationship and turn them into a structured draft or terms brief.
Read the promptPrompt
Present an offer
Build a proposal around the commitment you are actually making, with clear scope, fees and next steps.
Read the promptPrompt
Prepare an invoice
Prepare an invoice from the agreed billing basis and check the line items, credits and balance.
Read the promptYOUR BUSINESS. YOUR STARTING POINT.
A little help with the business side.
Use the tools that support your engagement, from setting out scope to reviewing the cost of delivery.
Send an invoice
Invoice for the deliverables you agreed.
Create a proposal
Bring scope, assumptions, and fees together.
Capture client meetings
Capture discovery details for your review.
Organize expenses
Keep engagement costs in context.
Track your 1099s
Compare forms with recorded client income.
Create a proposal without a meeting. Track expenses without an invoice. Keep more of the work connected when you're ready.
Can I start a proposal from an existing client brief?
Yes. Add the client, project, service, and pricing details you have, then prepare and review the proposal. A recorded meeting is not required.
Does a proposal replace my statement of work or agreement?
A proposal sets out your offer. A statement of work details the deliverables and boundaries; an agreement records the terms; an invoice requests payment for agreed work. The engagement prompt produces educational drafting material, separate from Tabflow’s proposal and invoice tools. Keep the scope, responsibilities, and terms consistent across your documents.
Which plan should I start with?
Free includes invoicing, online payments, and 1099 tracking. Proposals, expenses, and meeting capture start with Core. Creating proposals or invoices directly from meetings is included in Pro and Studio.
Can I organize expenses that are not tied to an invoice?
Yes. Enter business expenses manually or upload a CSV. Review the recorded details and associate costs with a client where relevant; an invoice is not required.
MAKE ROOM FOR YOUR WORK
Make the next engagement clear.
Give your proposals, invoices, and business records a place in the same workflow.