Case study 04 · Personal concept · SaaS

ClarityFlow

Freelancers run a whole business alone. Their tools should act like one.

ClarityFlow dashboard for Meera: hours this week, new inquiries, tasks due and money awaiting payment

A web app for independent designers, developers and writers in India that brings tasks, client conversations, projects, invoices and time into one calm dashboard.

Role
UX designer: problem framing, UX, UI, design system
Type
Personal concept project
Platform
Responsive web app, desktop first
Delivered
Landing page, 30 app screens, a token-based design system

The problem

A client approves in chat, but the invoice goes out a week later, and unpaid invoices are chased by hand.

What I did

Framed the problem and my assumptions, then designed the product behind a marketing page: 30 screens and one system for both.

The call

Design the money loop first. An approval in the project thread becomes an invoice, with GST or LUT wording picked from the client's country.

01The problem

The work lives in five apps. The money lives in none of them.

A typical freelance week is spread across a notes app for tasks, WhatsApp for approvals, Google Drive for files, a Word template for invoices and memory for hours worked. Nothing connects, so things slip.

It also handles what Indian freelancers deal with every month: GST, export invoices under LUT and clients who pay in pounds or dollars.

  • Tasks in a notes appTasks tied to clients and due dates
  • Approvals buried in WhatsAppApprovals in the project thread
  • Files across Drive and emailFiles attached to the project
  • Invoices in a Word templateInvoices created from an approval
  • Hours tracked from memoryTimers that turn into billable time

02Who it's for

Designed around one proto-persona

This was a self-initiated concept, so I didn't run interviews. Meera is a proto-persona: my assumptions about a typical Indian freelancer, written down so every decision traces back to someone specific. Testing her with real freelancers is the first thing I'd do next.

Meera Iyer · Bengaluru

Freelance brand and packaging designer

6 active clients, 2 overseas. Bills per project and per hour. Uses Notes, WhatsApp, Drive and Word today.

Goals
  • Know what's due today without opening five apps
  • Send an invoice the moment work is approved
  • Get paid on time without awkward follow-ups
  • Keep evenings free
Frustrations
  • Approvals get lost in long chat threads
  • Overseas invoices need GST and LUT wording she has to look up
  • She forgets to bill hours she worked
  • Chasing late payments feels personal

03Decisions

Four rules, and the calls that followed

One place for client work

Tasks, messages, files and invoices hang off the same client and project, so context never has to be copied between apps.

Money is always visible

Unpaid, overdue and unbilled amounts appear wherever decisions happen: the dashboard, the client, the project and the timesheet.

Calm by default

A white canvas, one accent per meaning and quiet states. Colour only shows up when something needs attention.

Built for India and abroad

GST, LUT export wording, rupees and foreign currencies are handled for her.

When an invoice starts

ChoseAn approval in the project thread offers "Create invoice" with the milestone and amount filled in.

ReplacedA Word template, filled in a week later.

WhyThe approval is the moment the money is owed. Meera's goal is to invoice the moment work is approved.

Tax wording

ChoseThe editor picks GST or LUT from the client's country and adds the declaration.

ReplacedWording she has to look up.

WhyIndian clients in her state get CGST and SGST at 9% each, clients in other states get 18% IGST and overseas clients get no GST, under LUT.

Chasing payment

ChoseEvery invoice goes out with its reminder schedule: a friendly nudge before it's due, on the day and after.

ReplacedFollow-ups by hand.

WhyChasing late payments feels personal. A schedule set when you send makes it the tool's job.

Tracked time

ChoseThe timesheet calls out unbilled hours and turns them into an invoice in one step.

ReplacedHours from memory.

WhyTracked time is only useful if it becomes money. She forgets to bill hours she worked.

Colour

ChoseOne accent per meaning: blue is time, green is clients, amber is tasks, purple is money.

ReplacedColour as decoration.

WhyRed and amber tints stay free for priority and overdue states, so they read as alerts.

04The money loop

From "looks great" to paid in five steps

The flow I cared about most. Approval, invoice and payment used to live in three different places. Here each step hands off to the next, and the overdue path runs by itself.

  1. 01 · Approve

    Tom approves round 2 in the project thread

    The approval sits where the work was discussed, and the invoice for £1,200 to Hatch Money is one tap away.

    Project thread where the client approves round 2, with a Create invoice prompt
  2. 02 · Create

    The invoice fills itself in

    Milestone and amount come from the approval. The tax wording comes from the client's country: an overseas client gets the LUT declaration.

    Invoice editor filled in from the approval, with the LUT declaration for an overseas client
  3. 03 · Send

    Reminders are set on send

    A friendly nudge before it's due, on the day and after, so chasing is the tool's job.

    Sending the invoice with its reminder schedule before, on and after the due date
  4. 04 · Pay

    The client pays from a link

    Tom opens the invoice from a link and pays it there.

    Client payment page for a ClarityFlow invoice opened from a link
  5. 05 · Paid

    The payment lands

    The invoice is marked paid. Had it gone overdue, the reminder timeline would have run by itself.

    Invoice marked paid with its reminder timeline

05The product

One sidebar for the whole business

Clients and projects are the spine. Tasks, messages, files, time and invoices attach to them.

Dashboard for a new user
Day one. The dashboard for a new user, before there is any data.
Tasks as a board
Tasks as a board, tied to clients and due dates.
Focus mode for a single task
Focus mode for the one task that matters now.
Client detail with projects, invoices and money owed
A client, whole. Projects, messages and money in one place.
Calendar week view
The week, with work you can drag to reschedule.
Timesheet with unbilled time
Unbilled hours, called out. One step turns them into an invoice.
Analytics with effective hourly rate and average time to get paid
The questions freelancers ask. What am I earning per hour, and who pays late?
Overdue invoice with its reminder timeline
Overdue, handled. The reminder timeline shows what has gone out and what's next.

Onboarding in three steps

Sign up, say what kind of work you do, set up how you get paid, then add a first client.

Onboarding: about your work
About your work
Onboarding: get paid
Get paid

The page it started from

The project started as a single marketing page. To make the promises on that page real, I designed the product behind it, then turned both into one system. Its stats are marketing copy.

The ClarityFlow landing page

06The system

Colour only appears when it means something

I kept the calm black and white of the original landing page and gave each accent one job. The type scale is SF Pro, from a 48px display down to a 12px caption, and components are built with auto layout.

Meaning colours, neutrals and the SF Pro type scale
Meaning colours, neutrals and type.
ClarityFlow components
Components, with every state.
Information architecture: dashboard, clients, projects, tasks, messages, calendar, invoices, time and analytics
The information architecture.

07How I used AI

A first draft I double-checked

Where it helped

  • A starting point on GST, LUT and export invoice wording, which I checked against official sources and flagged for a chartered accountant to review.
  • Cross-checking that the numbers add up across 30 screens: invoice totals, timesheet hours and analytics.

What stayed mine

  • Meera, and the assumptions I chose to write down.
  • Putting the money loop at the centre, and the four rules.
  • Giving each colour one job.

08What I would do next

Where this concept needs real users

Test Meera against real freelancers

Five or six interviews with Indian freelancers who bill overseas clients would confirm or break the proto-persona before anything else is built.

Tune the reminder tone

Automatic reminders help cash flow but can strain a relationship. I'd test wording and timing with people who have chased payments themselves.

Check the tax rules with an expert

GST, LUT and export wording are modelled on how they usually work. A chartered accountant should review every rule before it ships.

Design the phone companion

Timers and approvals happen away from the desk. A small mobile app for those two jobs is the natural next surface.

Run an accessibility pass

Tinted badges and small captions need contrast checks, and every flow needs a keyboard-only run-through.

Measure the money loop

Days from approval to payment is the one number that would show whether ClarityFlow actually works.

See the full case study

The complete ClarityFlow case study is on Behance.

View on Behance
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