For freelancers and consultants
One client hasn't paid. Another keeps adding work.
In Plexii, this month's client work gets one desk.
The problem
With several clients at month-end, hours are in one sheet, invoices in another and the emails everywhere. A late payment and a job that keeps growing both need attention while a proposal is due.
In the video: “Month end, four clients. Hours in one sheet, invoices in another, emails everywhere.”
How PlexiDesk handles it
In PlexiDesk, this month's client work gets one desk. A desk is one canvas for one piece of work, and the video tours three of its widgets:
Who hasn't paid
In the video: “This invoice is 12 days late. Here's what's next.”
A Card widget calls out the invoice that is late and what you will do next about it.
Every job
In the video: “Every job, the hours used, and who's paid.”
A Table widget lists every job, the hours used and who has paid.
The job that grew
In the video: “The job that keeps growing, with your options.”
A Note widget sets out the job that keeps growing and your options for it.
When something else comes up
In the video: “Then the big proposal's due Sunday. Switch to its desk. Client work waits exactly where you left it.”
The other job gets a desk of its own, so switching does not mean packing anything away. In the video, “This month's client work” stays exactly as it was while “Water utility proposal” is open. Open desks sit side by side as tabs in the open items strip, a click apart, and Resume writes a short note on where a desk stands for when you come back to it.
One desk for clients, one for the next big job.
Try it
Try a consultant deskThe interactive demo builds a ready-made desk for this kind of work in your browser. Nothing to install.
Or set up the desk yourself from a template: each one lists the widgets it needs and how to set it up in PlexiDesk.
- Desk template
Consulting engagement desk: from interviews to the findings report
A desk for one engagement: interviews captured as voice notes with transcripts, a time-study table and chart that size the bottleneck, and the findings report and readout deck built beside the evidence.
- Desk template
Multi-project dashboard desk: every project, what's due and what's stuck
One desk that looks into the others: a live Portal onto each project desk, tasks and dates from everywhere, the Attention queue and a project register with counts, so the weekly portfolio view needs no copying.
Related reading
- Blog
One workspace per client: people, mail, files and notes together
Set up a home for each client with the people involved, just their mail, the emails worth keeping, the files and a conversation that stays with the work.
- Blog
Keep clients updated without writing another status email
Give clients a window instead of a report: when to use a live view, a snapshot or a copy they can use, and what to keep off a client-facing desk.
Transcript
Month end, four clients. Hours in one sheet, invoices in another, emails everywhere. In Plexii, this month's client work gets one desk. This invoice is 12 days late. Here's what's next. Every job, the hours used, and who's paid. The job that keeps growing, with your options. Then the big proposal's due Sunday. Switch to its desk. Client work waits exactly where you left it. One desk for clients, one for the next big job.
Real app footage of a demo desk with sample data. The illustrations and the voice are AI-generated.