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Say it once.
Have a draft ready to check.

A site visit, a consulting session or an extra piece of client work. Explore how a short spoken note could become a draft invoice, with you keeping the final decision.

Capture the work while it is still fresh.

A spoken note after a visit or client call could capture the work, match it to the right project and prepare an invoice draft. Your team checks the time, agreed rate and scope before sending.

Voice note → Invoice draftIllustrative demo · Fictional clients

01 / The spoken note

Say what you worked on.

I spent two hours with Marlow Studio today reviewing their operations and writing the agreed follow-up notes. The agreed rate is £95 an hour. Add it to the operations review project.

Sample transcripts with optional spoken playback. No microphone, recording or accounting connection is used in this demonstration.

02 / The details to check

Check it before billing.

The example details are filled in for you. Change the time or rate to see the draft amount change.

Rates are fictional examples, not 10PM prices.

Example details loaded. Check the client, time and rate before preparing a draft.

How a connected process could work

From the note to a checked draft.

A live workflow would use the recording tool and accounting connection agreed for your business.

  1. CaptureRecord the client, work and time in a short note.
  2. ExtractTranscribe the note and identify the billing details.
  3. CheckConfirm the client, project, rate and approved scope. Flag missing details.
  4. PrepareCreate a draft for an authorised person to review and send.

After a site visit

Capture the visit and agreed extras while travelling between projects. The practice checks whether the work is included in the fee or separately chargeable.

Ideas for architecture practices ↗

After a client call

Record additional work that could otherwise disappear into the week. Match it to the agreement before adding it to a draft invoice.

From billable work to invoices ↗

What would this look like
in your business?

Bring the idea, the frustration or the process you want to improve. We can explore it in a free fifteen-minute conversation.

Talk it through with Anne ↗