Professional services firms, run on the same record from scoping to invoice.

Proposals, engagement letters and statements of work carry their scope, assumptions, fee arrangement and approvals into the engagement. Change requests are recorded against the original scope, so scope creep is visible before it becomes a write-off.

• Proposals, engagement letters and signing
• Fixed-fee, hourly, retainer and milestone arrangements
• Change requests against the agreed scope

Time and expenses are captured against engagements, reviewed and approved. Utilization, realization and remaining budget roll up by person, engagement, client and practice, and new work is checked against the capacity of the people who would do it.

Working papers, templates, prior client work and research live in Vault with permissions and versions. Professional credentials and continuing education are tracked by person, with renewals and assignment rules attached to the engagements that require them.

Clients upload documents, answer questions, approve work and see status in a portal governed by the same permissions as the rest of the firm. Every exchange stays attached to the engagement.

Invoices are prepared from time, milestones or retainers, with write-downs and write-offs routed for partner approval. Receivables and cash forecasts reflect the engagements that create them.

Business Development Intelligence compares repeated bespoke engagements, close rates, delivery hours and margins. When one kind of work keeps recurring profitably, Voyager can propose a standardized service with pricing, staffing and a launch plan, and later compare the results with the case the partners approved.