All-in-one software for freelancers and consultants

Client work runs on the same loop every time. Someone finds you, you talk, you send a proposal, they agree, you do the work, track the hours and send an invoice. None of those steps is hard. What wears you down is that each one tends to live in its own app with its own login and its own bill. Below is the loop step by step, with the SoloWOS tool that handles each part, and a list at the end of what SoloWOS doesn't do.

1. A lead finds you

Leads come from referrals, social profiles and search. Point all of them at one page, and get a few questions answered before you give anyone a call. In SoloWOS you can publish a link in bio page with your offers, add short links with QR codes for print, and build client intake forms that collect the basics. Each form response creates or updates a contact and sends you an email.

2. You book a discovery call

Agreeing on a time by email can take several messages and a couple of days. With a booking page clients can schedule from, people pick an open slot in their own time zone. You set weekly hours, buffers and minimum notice, and you can optionally connect Google or Outlook calendars so busy times block slots. A form can redirect people to your booking page after they submit it.

3. You send a proposal

Send the offer while the call is still fresh for the client, ideally the same day or the next. SoloWOS Proposals starts from a template, adds a pricing table with line items, and gives you a link to share. You see when it is first opened and how often, and the client accepts online with their name. You can embed a screen recording to walk them through it. Our free proposal template shows the sections to include.

4. The client signs

An online acceptance is enough for some clients; others won't start without a signed contract. When a proposal is accepted, SoloWOS can create a signature request for it, automatically if you choose. Signers get a private link by email, sign on any device without an account, and you download the signed PDF with a certificate of completion and an audit trail.

5. You do the work and track the time

Meeting notes, project docs and Kanban boards with due dates go in Notes & Boards. You can start a Time Tracking timer straight from a task, add time after the fact, and mark entries as billable. Document Tracking shares PDFs with a link so you see when deliverables get read, and Screen Recording lets you send a walkthrough instead of booking another meeting.

6. You invoice and get paid

On a new invoice, "Add unbilled time" pulls billable entries for a project into line items. You can also create an invoice from an accepted proposal with its line items filled in. Once you connect your Stripe account, clients pay by card on a Stripe-hosted page, the money goes to your Stripe balance, and the payment itself marks the invoice Paid, so you don't have to. Stripe charges its standard processing fees; SoloWOS doesn't add one.

What SoloWOS does not do

• Forms have no payments, file uploads or scoring inside the form.
• Scheduling sends reminders by email only, not SMS or WhatsApp, and takes payments through Stripe only.
• E-Signatures do not include notarization, qualified electronic signatures or identity checks such as ID verification.
• Invoicing is not accounting software: no payment plans or automatic card charges (recurring invoices go out with a pay link), no bookkeeping or reconciliation, no payroll or tax filing, and no CFDI for Mexico.
• Automations run one trigger, an optional wait and up to two actions, with no branching.
• There is no native mobile app; everything runs in the browser.
• Notes & Boards has no databases or formulas and no real-time co-editing.

Pricing is simple: every plan includes all 13 tools. Basic is $2/month with small limits, Solo is $15/month for one user and Team is $35/month for up to 3 users. Each plan has published monthly limits, for example 20 proposals, 15 signature requests and 50 invoices a month on Solo. See plans and limits for the full list.