IndustriesProfessional services
Every client, engagement and billable hour in one place.
For consultancies, law firms, architects and engineers, recruitment and HR firms, and business advisers: win the engagement, do the work, record the time and bill it.
What you get
Win the engagement
A pipeline board where every enquiry lands as a deal, grouped by stage, and engagement letters sent as a link your client reads and accepts online.
Run every client
A workspace for each client with its own contacts, work and invoices; their requests in a branded support portal with response targets and a knowledge base; and one to-do list for the team, with reminders and repeats.
Record the time, bill the work
Time recorded against each job, and unbilled work pulled straight onto an invoice, with tax, a PDF, recurring schedules and payment reminders at 3, 7 and 14 days.
See who has room
Each person’s hours against the work booked in, week by week, before you take on the next engagement.
- Can our clients see their own requests?
- Yes. Each client raises and follows their requests in a branded support portal, and accepts your engagement letter online.
- How do we start?
- Request access and tell us about your business. We set up your account with the modules and words for your industry, then email you a link to sign in.