A Day with Docure
See how freelancers, consultants, teams, and creatives use Docure throughout their workday — from morning dashboard check to final invoice.
The Freelancer
Manage clients, quotes, invoices, and projects — solo.
You juggle multiple clients, deadlines, and deliverables. Docure keeps everything in one place so you can focus on the work, not the admin.
Check your dashboard
See overdue invoices, upcoming deadlines, and expiring contracts at a glance.
DashboardAdd a new client
Create a contact with company details, link to an existing Kanban project.
ContactsSend a quote
Create a professional quote with line items, pick a template, and send it to the client.
InvoicesConvert quote to invoice
Client accepted! One click converts the quote into an invoice — all data carried over.
InvoicesReview an expiring contract
Open the contract chain, create a new version (v3), mark the old one superseded.
ContractsClose a deliverable
Mark the Kanban task as done, add a quick note about what was delivered.
KanbanThe Consultant
Client sessions, knowledge, and billing — organized.
Your day revolves around client sessions and expert advice. Keep session notes, manage service agreements, and bill clients without switching between five apps.
Prepare for the day
Review today's tasks and upcoming sessions on your dashboard.
DashboardOpen client profile
See the client's linked contracts, past invoices, and session history at a glance.
ContactsWrite session notes
Document key takeaways and action items in a hierarchical note linked to the client.
NotesSave a research link
Bookmark an industry article with tags, add it to your Knowledge workspace.
BookmarksQuote & bill the session
Send a quote for the session, then convert it to an invoice on approval. Download as PDF.
InvoicesThe Small Team
Shared workspace, synced progress, zero complexity.
Your team needs a single source of truth for clients, tasks, and documents — without enterprise pricing or a steep learning curve. Docure syncs everything across devices.
Morning standup
Check the team Kanban board for blockers, reassign tasks between members.
KanbanOnboard a new client
Add the client as a shared contact, visible to the whole team via sync.
ContactsDraft a proposal
Write the project scope in Notes, link it to the client's contract chain.
NotesReview contract status
Check which agreements are expiring this month and plan renewals.
ContractsSend combined invoice
Create a project invoice with multiple line items, download and share the PDF.
InvoicesThe Creative
Projects, briefings, and client work — all in flow.
Every project is different, every client has unique needs. Organize briefings, track deliverables, manage contracts, and invoice — all without leaving your creative zone.
Set up a new project
Create a Kanban workspace for the project with custom columns and labels.
KanbanCapture the briefing
Write the creative brief as a structured note, link it to the project.
NotesCheck the contract
Review the service agreement scope and timeline before the client call.
ContractsUpdate deliverables
Move completed design tasks to "Review", add revision notes.
KanbanInvoice the milestone
Create a milestone invoice linked to the project contact, download as PDF.
InvoicesThe Solopreneur
Your entire business in one private workspace.
You are the CEO, the accountant, and the support team. Docure gives you a complete business overview — dashboard, clients, invoicing, tasks, notes, and bookmarks — without SaaS subscription fatigue.
Morning overview
Open Dashboard to check revenue stats, overdue invoices, and due tasks at a glance.
DashboardFollow up on quotes & payments
Check open quotes and overdue invoices. Convert accepted quotes to invoices with one click.
InvoicesPlan the week
Organize priorities in the Kanban board, set due dates and link to relevant contracts.
KanbanUpdate business notes
Write meeting notes, document a process, or update your standard operating procedures.
NotesRenew a contract
Open the expiring service contract, create a successor version, and update the contact record.
ContractsWhy Professionals Choose Docure
One private workspace for your entire business — no subscriptions, no cloud, no compromises.
100% Private
Your data never leaves your device. Work offline, always.
7 Modules, 1 Hub
Dashboard, Contacts, Quotes, Invoices, Contracts, Kanban, Notes, and Bookmarks.
Free Forever
No subscription, no per-seat pricing. All features included.
Offline-First
Full functionality without any internet connection.
Ready to simplify your business workflows?
Join thousands of professionals using Docure as their offline-first, privacy-focused business hub.
Get Started Free