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Engagement & Project Management

Generic project management tools track tasks. They don't understand statements of work, billable capacity, or the difference between a retainer client and a fixed-scope project. We build the layer that does.

What we build

• SOW-linked delivery: Every task and deliverable ties back to a specific line item in the signed statement of work, so scope creep is visible immediately.
• Capacity planning: See which consultants are over-allocated across active engagements before you commit to the next one.
• Deliverable checklists: Client-visible milestones with internal-only notes and QA steps kept separate.
• Retainer vs. project tracking: Recurring retainer work and fixed-scope projects live in the same system without forcing one workflow onto both.

Implementation scope

We build engagement management directly into your client portal and billing system, so time logged against a task flows straight into an invoice, and a signed SOW automatically creates its own delivery checklist.