The Complete Guide to Managing Client Work

Discover how to run a complete client engagement in Flopinio—from the first external request through task execution, time tracking, and final invoicing.

Flopinio 1.0 connects the client-work loop from first intake to invoice follow-through. The goal is not to replace operators with a chat box. The goal is to keep requests, tasks, notes, time, invoices, payments, reminders, and reviewable AI help in one traceable workspace.

A new user can choose Try a demo project - 1-click, no setup from the dashboard. Flopinio creates a separate sandbox organization with Acme Research, two projects, sample tasks, completed time entries, and a draft invoice. You can preview the invoice in sandbox mode, convert the demo to real work, or discard it.

Incoming work can start manually or through Browser Extension, Telegram, Slack-style capture, or another integration path. External Inbox keeps ambiguous input reviewable before it becomes a request, note, or task.

Requests convert into tasks after review. Projects keep active work, notes, decisions, time, and commercial signals together. Recurring workflows can generate ordinary projects, requests, and tasks for repeatable monthly or quarterly service cycles.

Time entries can be imported into invoice drafts. Invoices can be sent, paid partially or fully, marked overdue, reminded, canceled, and inspected through event history. Commercial follow-through is part of the product, not a spreadsheet afterthought.

Assistant drafts, request triage, note review, invoice preparation, automation recommendations, and MCP staged actions are review-first. Operators still approve changes, send invoices, and record payments.