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For appointment-based firms

Appointment and contract software for professional firms

The meeting, the contract and the invoice in one place. Some work does not start with a van — it starts with an appointment and a document, an engagement letter or a fee proposal, and the invoice belongs with it. TaskMyJob handles that shape as readily as it handles a boiler.

How a matter actually runs

The first meeting

Booked wherever it happens

In your office, at the client's, on the phone or over video. A remote appointment needs no address and is on nobody's route, so your diary stops pretending every meeting is a journey.

Before the work starts

The engagement letter, and the money on account

Send the letter as a real attachment the client can keep, get it signed where you placed the signature line, and take the payment on account at the same time.

As the matter runs

Billed in stages, not in one lump at the end

A fixed fee split into the stages you agreed, each one invoiced when you reach it, with the balance absorbing the rounding so the total is exactly the fee.

The document is the work, so it is treated like it

Sent as an attachment, never a link

An engagement letter exists so the client can keep it — forward it to their accountant, print it, put it in a file. A link that expires with the quote is not a copy of a contract, so documents go out as real attachments. Anything too large for the message is linked in the body rather than dropped without telling anyone.

Nothing goes out unless you chose it

Your own cost breakdown, a counsel's note, a draft you are not ready to share — uploaded against the matter for your reference and marked internal. Only what you tick reaches the client.

Signed where you put the line

You click the signature line on the PDF and the block is placed there, as a fraction of the page, so it lands correctly whether it is printed A4 or read on a phone. A signed block cannot then be moved, because the client may be holding that copy.

And the proof is a page of its own

The stamp carries a name, a role and a time. The sentence they agreed to word for word, their IP address and their device do not fit in a signature box and are not shrunk into one — they are appended as a record page, every time.

Who this suits

Solicitors

The engagement letter signed and filed, money on account before the matter starts, and the fee billed in stages against it.

Architects and planners

A fee proposal with the stages written into it — survey, drawings, submission — each billed as it is reached, with the planning reference recorded against the job.

Accountants and bookkeepers

An annual fee on a card kept on file, charged as the invoice goes out, with the letter of engagement attached to it.

Consultants and surveyors

A day rate or a fixed price, the report sent as a document the client keeps, and the invoice beside it.

What it is not

TaskMyJob is not regulated practice software. It does not run client accounts, it does not do trust accounting, it is not SRA-regulated, and it files nothing with Companies House or HMRC on your behalf. It handles the appointments, the documents, the signatures, the fees and the money coming in. Your practice management and your compliance obligations stay exactly where they are.

Questions, answered

Can an appointment be a phone call or a video meeting?

Yes. A booking is at the client, at your own premises, by phone or online, and the remote ones are on nobody's route — no address is needed, no travel time is added and they are left out of the travel report. A practice that never leaves its office is an ordinary case rather than something to work around.

Can I send the engagement letter and the invoice together?

Yes. Documents travel with a quote, an invoice or an appointment as real email attachments rather than links, because the point of an engagement letter is that the client keeps a copy to forward, print or file. Nothing goes out unless you marked it as the client's, and anything too large for the message is linked in the body rather than quietly dropped.

Can I get a document signed?

Yes, and you choose where on the page the signature sits — you click the line on the PDF and the block is placed there. A record page is always appended with the exact wording that was agreed, the time, the IP address and the device, because a stamp carries a name and a date and that is not the same as proof. Only a PDF can be drawn on, so a Word file gets the appended record page alone.

Can I take money on account before I start?

Yes. A fixed fee can carry a payment on account, or a schedule of stages through the matter with the balance at the end. The last stage is always the remainder rather than a percentage, so a fee billed in thirds never totals a penny more than it was agreed at.

Can I keep a card on file for an annual fee?

Yes, with the client's agreement, and they are told in writing exactly what they are agreeing to. The next year's fee is charged as the invoice goes out, and a charge that fails tells somebody rather than failing quietly.

Can I record a matter or case reference against the work?

Yes. You define your own fields — a matter number, a planning reference, a client's file number — and choose where each one appears. A field is keyed by its identity rather than its label, so renaming it later does not detach everything already recorded against it.

Is this regulated software for a law firm or an accountancy practice?

No, and it is worth being plain about it. TaskMyJob does not run client accounts, it is not SRA-regulated software, it does not do trust accounting and it files nothing with Companies House or HMRC on your behalf. It handles the appointments, the documents, the engagement letters, the fees and the money coming in. Your practice management and compliance obligations stay where they are.

How much is it?

£29.99 a month for the whole practice — every feature, everybody on your team, no add-ons. The first 60 days are free and no card is needed to start.

Also worth a look

Plenty of businesses are two of these at once. It is the same product and the same price either way.

Finance

The diary, the paperwork and the fee — and a straight account of what it does not do, which in this sector matters most.

Health and beauty

Deposits that hold the slot, a reminder the evening before, and a diary that understands a room is not a person.

Try it on your own work

60 days free with everything switched on, and no card to start. If you would rather ask something first, there is a person on the other end.

Start your free trialTalk to a person07976 748850

£29.99 a month for the whole business after the free 60 days.

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