Business Services · Consulting and professional advisory

Billable hours, signed scopes, and invoices that match the work.

Time against the engagement, a portal where the client sends what you asked for, scopes and change orders signed electronically, and retainers or milestones billed without a spreadsheet in the middle.

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How the day is built Engagements and retainers Retainers, fixed-fee phases and hourly work — often all three on the same client.

Job types it starts with

DiscoveryAdvisory retainerFixed-fee phaseWorkshopImplementation supportInterim coverChange order

Each with its own checklist, required fields and duration. All editable.

What the Vault holds here 2.4× what a consultancy scopes versus what it eventually invoices.

One job, end to end

What a consulting job looks like in OnSight.

01
Every hour knows which engagement it belongs toAnd whether it is billable. Non-billable time is still recorded, because an engagement whose real cost is invisible is one you cannot price the next time.
02
The client sends what you asked for, in one placeRequests and uploads land against the engagement instead of arriving as replies to a thread nobody can find in six weeks.
03
Scopes and change orders are signed, not agreed verballySent through DocuSign or PandaDoc, executed copy filed against the client, and the change order priced before the work starts rather than argued after.
04
Billing follows the shape of the engagementA retainer on a cadence, a phase on completion, hours from the clock — and the same pricing engine on all three, so the figures never disagree.

The Deferred Work Vault

The half they said no to, sold back to you.

The phase two they were interested in, the assessment they wanted after budget season. Priced today and offered again when the budget exists.

Captured with its photograph and its measurement, repriced nightly at today’s cost, ranked by what is most likely to be recovered, and resurfaced when the customer is actually ready. Not a list somebody is supposed to work.

How the Vault works →

What ends up in it, in this trade

Phase two scoped and never started
Assessments deferred to next budget
Retainers proposed after a project
Training and enablement quoted once
Work shelved on a change of sponsor

The OnSight Agent

Ask for it in a sentence. It builds the automation.

It knows your job types, price book, crews and pricing program. Two a consulting business asks for on the first day:

“When a fixed-fee phase is signed off, raise its invoice and send it.”

Prices the completed phase, marks the tasks as billed so they cannot go on a second invoice, and puts it in front of the client as sent rather than draft.

“Remind me about anyone on a retainer who has used less than half of it.”

Compares logged hours against the retainer with a week left in the period, so the conversation happens before the month closes rather than after.

See the agent build one →

More in this branch

Retainers and engagements Accounting & Bookkeeping Time that lands on the right engagement, a portal your clients actually send documents through, engagement letters signed without a printer, and monthly fees that go out without anyone raising them. See how it works → Contracts and projects IT & Managed Services Time tracked against the client and the ticket, a portal clients raise requests and send files through, statements of work signed electronically, and monthly contracts that invoice themselves with the overage on the same line. See how it works → Engagements and retainers Consulting Time against the engagement, a portal where the client sends what you asked for, scopes and change orders signed electronically, and retainers or milestones billed without a spreadsheet in the middle. See how it works → Matters and retainers Legal & Professional Time against the matter, a client portal for documents and requests, engagement letters and authorities signed electronically, and fees billed on the arrangement you actually agreed. See how it works →

Book a demo

See it running a consulting business, not a generic one.

Thirty minutes on data that looks like yours, with the arithmetic run on your own job count and average ticket. No card, and no obligation to switch anything.

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