Professional services. The engagement, the hours and the documents on one path.
The engagement in a client workspace, the hours included and the ones past them, documents on a defined approval path, and a firm memory that does not live in people’s heads.
Who this is for
Consulting, audit, legal or financial services — work people do under an engagement.
Every engagement has its own scope, its own included hours and its own documents to sign.
What the firm knows lives in people’s heads rather than in a system.
The processes Sintora closes
Every line names the module that closes it, and links to that module’s page.
- 1
The engagement
The client logs into a workspace of their own: the state of the work, milestones, documents, requests and the monthly report — under your brand.
Module: Client Portal
- 2
Included hours, and the ones past them
Work types, billable and non-billable hours, the hours included in the contract, and what happens past them.
Module: Time & Billing
- 3
Documents to approve and sign
Every document routed, approved and signed on a defined path — with versions, comments and a full audit trail behind each decision.
Module: Document Flow
- 4
The practice’s capacity
Who is free, who is overloaded, allocation across projects and plan against actual.
Module: Resource Planning
- 5
Clients and deals
Clients, deals and relationships managed in one connected workspace — the revenue engine the firm runs on.
Module: CRM
- 6
The firm’s memory
Documentation, processes and decisions stay searchable and up to date rather than passed on by word of mouth.
Module: Wiki
The modules under this business type
Each one is a module of the platform with a page of its own, described here exactly as the catalogue describes it.
A branded workspace the client logs into: project health, milestones, documents, requests and the monthly report — on your domain, under your logo.
Open the moduleWhere logged time becomes the commercial side of delivery: work types, billable and non-billable hours, the hours included in the contract and what happens past them.
Open the moduleEvery document routed, approved and signed on a defined path — with versions, comments and a full audit trail behind each decision.
Open the moduleWho is free, who is overloaded and what that does to the dates — capacity, allocation across projects and plan against actual in one view.
Open the moduleThe revenue engine your entire business runs on — customers, deals and relationships managed in one connected workspace.
Open the moduleYour company’s memory — documentation, processes and decisions always searchable and always up to date.
Open the moduleThe engagement, the hours and the documents on one path.
We will show how this works on your processes, not on demo data.