Each step, and how it connects
Client
Add the client once. Their projects, invoices and shared links all hang off that record — not scattered across chats and notes.
Project
Create a project with its scope, timeline and value. It becomes the one place the milestones, agreement, invoices and files live.
Milestones
Split the project into payment stages — advance, mid-point, final, or your own split. Each carries an amount, so the money is defined up front.
Agreement
Generate a professional agreement PDF from the project details you already entered. Same data, so the scope and milestones stay consistent.
Invoice
Turn a milestone into an invoice PDF when it’s due. The amounts carry over — no re-typing figures or reconciling two versions.
Payment
Record payments against the invoice, including method and partial amounts. Status is derived from what you record, so paid vs. outstanding stays accurate.
Project history & client visibility
Files and activity stay on the project. Share a read-only link and the client sees progress and invoices — no account, same records you maintain.
Most freelancers don’t have a workflow problem
The tools you already use are good at their jobs. The friction isn’t any one of them — it’s that none of them talk to each other, so the same details get copied from one to the next.
Today’s fragmented workflow
- Client messages live in WhatsApp
- Scope lives in Word
- Files live in Drive
- Milestones live in Notes
- Invoices are generated separately
- Payments are tracked manually
Everything works.
Nothing connects.
The Remex workflow
- Client
- Project
- Milestones
- Agreement
- Invoice
- Payment
- Project history
Entered once.
Every step builds on the last — nothing to recreate.
What breaks when these steps live in separate tools
The milestone amounts in your notes don’t match the figures on the invoice, because they were typed twice.
You’re not sure which invoices are actually paid, because payment status lives in a different place than the invoice.
A client asks for an update and you re-gather files and figures from three tools to answer.
The agreement says one thing and the invoices drifted to another, because nothing kept them in sync.
When the steps are connected, each piece of information is entered once and carried forward — which means less repeated admin and less mental overhead tracking what matches what.
Who this workflow is for
Remex is built for independent professionals who run client projects end to end — where the same person scopes the work, sends the agreement, invoices for it and tracks the payment.
One connected flow, from first project to final payment
Start free and set up your first client project in Remex.