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Learn how to use Otterflow

Use these practical guides to set up the core Otterflow workflow, from clients and projects to reviews and invoices.

Interactive demo

Try the read-only demo to see how Otterflow moves work from logging to client review and invoice.

How to create a client

Set up the client record that keeps review contacts, invoice details, currency, and billing information organized.

Create a project under a client so work entries, rates, reviews, and invoices stay connected from the start.

Define reusable rates so hourly work and project billing stay consistent when work moves toward review and invoicing.

Log hourly work, fixed-fee work, expenses, and notes in a structure that can become a client review later.

Collect selected work into a clear review so the client can approve the work before an invoice is created.

Turn approved work into an invoice that stays aligned with the details the client already reviewed.