Professional services
Object: Matter or engagementAll industries
The matter is the work.
Professional services organizations earn through engagements that move across people, documents, time, approvals, counterparties, and commercial state.
Matter or engagementThe matter holds the whole engagement
Every hour, document, approval and invoice in an engagement belongs to the same matter.
The client sees one engagement. The firm often sees several systems.
The systems
CRM holds the relationship. Email and document systems hold the work. Time and billing sit elsewhere. Approvals and decisions are spread across teams.
The engagement
The engagement is one thing to the client and many partial records internally.
One matter, one record
The people, the documents, and the time connect to the same engagement.
So partners, delivery teams and billing see the same engagement, in the same state.