Legal and Professional Services
Software for Consulting
Professional service firms delivering expertise against defined engagements and retainers.
Consulting businesses of all kinds share a common shape: a pipeline of opportunities, engagements with defined scope, and recovery that depends on delivering within the time assumed when the fee was quoted. Retainers add predictability but also the risk of unbounded scope.
What gets in the way
- Retainer clients expand their asks without the fee changing
- Engagement profitability is only visible after completion
- Pipeline conversion rates are unknown
- Knowledge from past engagements is not reusable
- Team utilisation is not measured
What the software handles
- Pipeline management from enquiry to signed engagement
- Engagement setup with scope, fee and milestones
- Time and effort recorded against engagements
- Retainer billing with scope monitoring
- Utilisation reporting across the team
What changes
- Retainer scope monitored against the fee
- Utilisation visible so capacity decisions are informed
- Pipeline conversion measurable
Software for your consulting business
Start from a ready product or have one built around how you work.