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Zero data egress
Create an engagement, load timesheets, rate cards, invoices and pipeline, then read utilisation and realisation, engagement margin and WIP, and pipeline against capacity. Model a utilisation change before you commit to it.
Stage 1 of 5 · Per engagement
Professional Services Hub — set up an engagement
Create a consulting, legal, accountancy or architecture/engineering engagement. Each holds its own time, invoices and WIP, and the lens adapts to the discipline.
What you see
- A create-engagement panel with the four disciplines
- Your engagements, each with its own data
- An open-the-Data-Workspace action
What you do
- Create an engagement and pick the discipline
- Open it
- Go to the Data Workspace to load files
What you get
- An engagement scoped to its own data
- A lens tuned to your profession
- Ready to import
Stage 2 of 5 · Per file
Data Workspace — import time, rates, invoices and pipeline
Drop your files and each sheet is auto-detected and mapped to the engagement.
What you see
- Recognised inputs: timesheets, rate cards, invoices, pipeline, headcount
- Auto-detected sheet mapping
- Loaded-data counts confirming the import
What you do
- Drop your timesheet and rate-card files
- Add invoices, pipeline and headcount
- Confirm the auto-detected mapping
- Check the loaded counts
What you get
- Every file processed locally
- Data scoped to the engagement
- Ready for utilisation, margin and pipeline
Stage 3 of 5 · Ongoing
Utilisation & Realisation — the bench and the leakage
Who is over or under the target band, and how much of worked time actually converts to cash.
What you see
- Utilisation by fee-earner against a 75–85% band
- Realisation: worked → billed → collected
- The effective hourly rate and net fee multiplier
What you do
- Spot the bench and the over-loaded
- See where fees leak between worked and collected
- Use the Scenario planner to model a utilisation change
What you get
- A clear read on idle and over-used capacity
- The size and location of realisation leakage
- A before/after projection you can validate
Stage 4 of 5 · Ongoing
Margin & WIP — where the profit and the cash are
Contribution margin per engagement, and the cash locked in unbilled work and overdue fees.
What you see
- Engagement margin, net fee multiplier and realisation
- WIP and lock-up
- Debtor ageing bucketed 0-30 to 90+ days
What you do
- Find the engagements that actually make money
- See cash tied in unbilled WIP
- Chase the oldest debtor buckets
What you get
- Profit visibility per engagement
- Cash freed from WIP and lock-up
- A prioritised collections list
Stage 5 of 5 · Ongoing
Pipeline & Capacity — the months you will be short
Weighted pipeline demand against your capacity, by stage and by month, with a plain-language briefing.
What you see
- Pipeline by stage: lead, proposal, verbal
- Demand vs capacity per expected-start month
- A practice-health briefing over the numbers
What you do
- See where weighted value sits
- Spot the months you will be short or on the bench
- Read the briefing for the headline actions
What you get
- An early read on resourcing pressure
- Time to hire or sell into the gaps
- A plain-language summary you can trust