Contract review and will & estate retainers tracked beside ad-hoc work so nothing falls off the side.
The week
The work is contract review, will & estate, company setup, and dispute advice. The admin should not be a second job. Quote, book and invoice from one workspace, at the desk or on the phone.
Fixed-fee legal packages for common SME and personal matters, with inspect-first for complex work. BM-360 is lawyer practice software, client billing, and job tracking. Customers see a clear number; you are not rebuilding the job to bill it.
The day runs equally from a computer or a mobile. Setup belongs on desktop. Tweaks still work on the phone when you cannot get back to the desk.
Quotes look consistent when contract review, will & estate, company setup, and dispute advice is priced from one book, not from memory. The book also covers property & conveyancing, family law, business & commercial, and wills & estates.
Your week
The work is fine. Knowing who owes what, and what's still open, is the weekly leak.
Contract review is "on the books". Will & estate was a verbal yes. Nothing is in one place.
Enquiry or form in. Quote from the book. Client on the list. Invoice when you said you would.
Lawyer / solicitor can answer "how's the pipeline?" without opening twelve folders.
Here's what your customers see
Request proposal
Fixed prices on common jobs, quote after a visit for bigger work.
Tax, BAS, and advisory packages for sole traders and small companies. Fixed fees with optional retainers.
Monthly bookkeeping and catch-up work with clear package or hourly pricing.
Strategy sessions, retainers, and growth packages for owner-operators.
Advice packages for retirement, investments, and personal wealth planning.
Monthly retainer. 10 hours and monthly retainer. 20 hours. Look like a firm, not a messy inbox.