Lead-to-payment workflow
The full path from first inquiry through follow-up, proposals, approved work, invoicing, and collected payment.
Plain-English definitions for the terms client-work teams actually use
This glossary helps buyers and operators understand the language behind CRM, projects, documents, approvals, portals, invoicing, and payments.
Core terms
Client portal
A customer-facing workspace where clients can review files, see status, comment, approve work, and stay aligned.
Approval workflow
The process of moving work from draft to review, comment, revision, decision, and final signoff.
Proofing
The review process for visual or document-based work where clients give comments before final approval.
Project handoff
The transition from closed deal to active delivery, tasks, milestones, and internal ownership.
Invoice reminder
A billing follow-up step used to move open invoices toward payment without losing customer context.
Pay link
A direct payment request that helps customers move from invoice review to completed payment faster.
Document management
The system for storing, organizing, sharing, reviewing, approving, and exporting customer-facing files.
Why the glossary matters
Clear language helps the website rank better, improves buyer trust, and makes onboarding easier once teams move from evaluation into rollout.