Time is logged from memory, on Friday
What is not logged in the moment is never billed. Margin vanishes before the invoice exists.
Firms and consultancies
Professional services
From first contact to collected invoice: structure engagements, time, deliverables and client relationships in one system, without weighing down day-to-day professional work.
Engagement record
Active- Engagement
- ENG-2417 · Annual review
- Budget used
- 68% · 82 h of 120 h
- Ready to bill
- $14,850 · 3 signed deliverables
- Alert
- Overrun projected in 9 days
Where margin leaks
The work gets done. It is everything around it that leaks.
In a firm, profitability almost never hinges on the quality of the work, but on what was never logged, billed or found in time.
Invoices go out weeks too late
Manual compilation, partner back-and-forth, follow-ups: collection slips by a full month.
The file lives in inboxes
Deliverable versions, approvals and attachments scattered: nobody can pick up a file without its author.
Nobody sees real capacity
Engagements are accepted on instinct, with no view of hours already committed per profile and week.
Engagement lifecycle
One single chain, from opportunity to collection.
Each step feeds the next. That is what removes re-entry and makes profitability legible along the way.
- 01
Opportunity
Prospect, source and estimated value enter a pipeline shared by all partners.
- 02
Engagement letter
Scope, fees and conflicts checked, then e-signature and automatic file opening.
- 03
Delivery and time
Time captured in seconds, on mobile or inside the tool the team already uses.
- 04
Deliverables and approvals
Versions, comments and client approvals centralized in their space, time-stamped.
- 05
Billing and collection
Draft invoice generated from actual time, reviewed by the partner, sent and chased automatically.
By practice type
A shared foundation, rules specific to each profession.
A tax season you steer instead of survive.
- Client document collection through a secure portal with an automatic checklist
- Progress tracking per file, per preparer and per tax deadline
- Fixed-fee or hourly billing, reconciled with your accounting system
Partner dashboard
Four numbers are enough to run a firm.
They already exist in your data. The work is making them available weekly, without an assistant spending two days rebuilding them.
Utilization rate
Share of billable hours per profile, per week, with no manual compilation.
Fee realization
Gap between hours logged and hours actually billed and collected.
Time to invoice
Days between a deliverable's completion and the matching invoice being sent.
Margin per engagement
Profitability per client, per engagement type and per responsible partner.
Client space
The portal that replaces the email thread.
Your clients mostly want to know where their file stands and what you need from them. A polished, bilingual and secure space removes most follow-ups.
- Document upload with checklist and automatic reminders
- Engagement progress and upcoming deadlines at a glance
- Time-stamped deliverable approval that stands as proof
- Invoice review and payment in the same place
Our commitments
What a firm's system must guarantee.
Confidentiality by default
Per-file partitioning, named access rights and full logging of every consultation.
Aligned with professional bodies
Records retention, audit trails and professional obligations handled from the design stage.
Adoptable by the team
Fast entry, sober interfaces and short training: the tool must be simpler than the spreadsheet it replaces.
Connected to your systems
CRM, ERP and accounting integrations to remove duplicate entry between teams.
Firms we support
Different professions, the same engagement mechanics.
Accounting firms (CPA)Law firms and notariesEngineering consultanciesArchitecture practicesManagement consultingHR and recruitment firmsActuarial and tax practicesMarketing and communications agencies
Frequent questions
The questions partners ask us.
By reducing entry to a few seconds: one-click timer, suggestions from calendar and email, mobile capture. The goal is not surveillance, but making sure hours already worked do not disappear.
Take action
Ready to frame your next project?
Book a free 30-minute consultation with a solutions architect.