For B2B Service Agencies
Twelve weeks of consulting work, told as the portal recorded it. Every decision, every scope change, every signoff. On one chronology, not scattered across inboxes.
Week 1 · Apex × Hartwell · Kickoff
The engagement
Twelve weeks. Six entries. Every decision lands here.
Apex's partner uploads the SOW; Hartwell's COO countersigns through the portal. The engagement record is created with a single reference number. Every later entry attaches to it.
On Tuesday, Hartwell's CMO asks Apex to extend the brand architecture to cover an unannounced sub-brand. Apex's PM converts the email into a logged scope-change entry. Additional fee, revised timeline, signoff required from both sides.
Before portal: hand-written "additional requests" sheet, three ink colours, no signoff trail.
A junior on Hartwell's side joins the engagement and asks about a competitive reference Apex mentioned three weeks earlier. The portal's threaded comms let her scroll back to Week 4, find the original message, and read the context. Without anyone on Apex's side rewriting it for her.
Before portal: client-name notebook with a "?" next to a key reference. Threads lived outside the system.
Hartwell's COO clicks Approve on the milestone-2 deliverable. The portal pulls the relevant timesheet entries (54 hours across three Apex consultants), assembles a milestone invoice, and files it under the same engagement reference. No one on Apex's billing side opens a spreadsheet.
Apex's partner uploads the final brand-architecture document. 64 pages, three exhibits, one revision history. The engagement enters a 5-day client-review window; the portal notifies Hartwell's review team and tracks open comments against each section.
Hartwell's COO signs off on the deliverable. The portal issues the final milestone invoice. Pulled from the timesheet of record, no manual reconciliation. The 12-week journal. Kickoff, scope change, check-in, signoffs, deliverable, close. IS the engagement record. Year-end audit needs no reconstruction; export a single PDF and the file is complete.
Before portal: a Timesheet beside an INVOICE with "TOTAL DUE ?". Reconciliation by hand, every cycle.
End of engagement · Twelve weeks · Six entries · One thread
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Stop reconstructing. Start recording.
