Engagement Pricing Features

Fully integrated web application that makes engagement pricing simple and more effective.

Budget Creation

  • Integrates seamlessly with existing Time and Billing, HR, Scheduling, and other systems.
  • Allows you to budget using prior year results or using standardized templates.
  • Stores results for comparison to next yearly period.

Budget Process

  • Budget by Department, Level, Individual Staff and Task.
  • Get instant feedback on profitability.
  • Utilize alerts and audit features to streamline the budget process.

Other Features

  • Can be set to automatically populate scheduling system.
  • Full reporting capabilities to your specifications.
  • Can generate and store user notes.

Reporting

  • Daily reporting matches budgets to expended hours and scheduled hours, allowing the firm to PROACTIVELY address issues (over budget, out of scope work).
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