Scope of Work (Initial Version) 1. Client Management Create and manage client profiles Store contact details (name, email, phone) Link clients to installment payment agreements Prepared structure for future case/matter linkage 2. Installment Payment Module (Core Focus) Create installment payment agreements per client Define total amount, number of installments, installment amount and due dates Automatic status handling (open, due, overdue, paid) Manual override by admin if needed 3. Automated Notifications Email reminders at defined due dates Optional SMS notifications Editable reminder templates Automatic triggering based on payment status 4. Online Payments Integration with a payment provider (Stripe preferred) Unique payment link per installment Automatic status update after successful payment 5. Financial Overview Monthly revenue overview Open receivables and overdue payments Basic financial KPIs displayed in a dashboard Export functionality (CSV/Excel) 6. Basic Employee Management Employee profiles Vacation days tracking Sick days tracking Upload and storage of payroll documents 7. API & Architecture REST API for future integrations Modular, extendable structure Clean and documented code GDPR-compliant data handling (EU hosting) Technical Preferences Web-based application Perfex CRM as base framework preferred (not mandatory) Stripe for payments Email + SMS gateway integration Deliverables Installation and setup (including Perfex CRM if used) Custom modules as described above Working dashboard views Basic technical documentation Project Approach MVP-oriented development Clear milestones Focus on stability and expandability rather than complex UI