Timesheets filled in on Friday from memory
Hours are reconstructed at the end of the week, so the record of a Tuesday is a best guess and the client invoice inherits the guess.
Industry · Professional services
Engagement tracking for firms that bill by the hour and promise by the deadline
A professional services firm has two questions every Monday: which engagements are burning faster than they were sold, and who is free next month. Orbiz answers both from the same time entries the consultants already log, without a separate resourcing spreadsheet.
Every tool included in every plan. No per-seat charge, no per-tool upsell.
The problem
Where consultancy teams lose time today
Utilisation known only after the quarter
Who is over-allocated and who has capacity is a resourcing spreadsheet updated by one person, and it is out of date by the time it is shared.
Client files scattered across inboxes
Engagement letters, deliverables and working papers live in email threads and personal drives, and finding the final version is a search across three people.
The tools
How consultancy teams use Orbiz
Each tool below is the same product every customer gets — described here in terms of the job it does for your kind of organisation.
Delivery portfolio
Trackline
Fixed-fee and retainer engagements with live margin
Every engagement is a project — fixed fee with milestones, or a retainer with periods. Consultant hours arrive from attendance and are costed at each person’s rate, so margin per engagement and estimation accuracy are visible during the work.
Trackline for professional services
Time & attendance
AMS
Time logged to the engagement as it happens
Consultants clock in and log time against the engagement they are on, with inactivity detection pausing the clock on breaks. Timesheets and leave calendars show who is out and who is billable this week.
AMS for professional services
Files & storage
Filespace
A folder per client, owned by the firm
Engagement letters, working papers and deliverables in shared folders scoped to your organisation, with starred items, recent activity and a recoverable trash.
Filespace for professional services
People & hiring
HRMS
Consultant records with rates and experience levels
Departments, experience levels and per-consultant records — the rate that costs an engagement lives here. Request and store contracts and professional certificates in an organisation-wide document library.
Explore HRMS — People & hiring
Secrets & credentials
Vault
Client portal logins shared with the engagement team
Accounting portals, tax authority logins and client systems, kept in a collection per client and shared with the named consultants on that engagement. Encrypted in the browser, every read audited.
Explore Vault — Secrets & credentials
Payroll & accounts
Ledgr
Reviewed timesheets, approved payroll, exportable records
Billable hours from attendance become the month's timesheet, the salary sheet is sent to a reviewer you pick, and every approved run is an xlsx and a set of payslips your auditors can trace.
Explore Ledgr — Payroll & accounts
Team chat
Huddl
A channel per engagement, with the client as a guest
Open a channel for each engagement and invite the client’s sponsor as a guest: they see that channel, the files shared in it and the consultants on their account, and never the rest of the firm. Decisions made in the thread are searchable when the engagement is reviewed.
Explore Huddl — Team chat
Replace your stack
What consultancy teams usually pay for instead
A team like yours typically runs on Harvest, Asana, 1Password, Dropbox, Slack and a payroll spreadsheet — each with its own bill, its own user list and its own offboarding step. Orbiz covers the same jobs for one flat price per organisation, with unlimited members.
- Harvest
- Asana
- 1Password
- Dropbox
- Slack
- a payroll spreadsheet
One platform
One login, one set of roles, one database that is yours
Utilisation only means something when the hours, the rate and the engagement are the same record. In Orbiz the consultant’s HRMS record carries the rate, AMS records the hours, and Trackline turns both into margin and staffing suggestions — no export, no rekeying.
Available as
- Web appAvailable nowEvery tool, in any modern browser, on your organisation’s own subdomain. Nothing to install.
- Mobile appComing soonA native app for attendance, leave, notes and notifications on the go. Coming soon — the web app works on a phone today.
- Desktop appComing soonA desktop companion for attendance, idle detection and screen recording. Coming soon — the browser does all of it today.
- Browser extensionComing soonA Chrome extension for one-click screenshots, recordings and vault autofill. Coming soon — the web app does the rest today.
Professional services FAQ
Questions consultancy teams ask
Can we see which consultants have capacity next month?
Does the timesheet show hours per client for invoicing?
Where does the hourly rate used for costing come from?
From the blog
Related reading
AI assistantsSecurityGuidesAI connector admin controls: a checklist for admins
Who may add an AI connector, what it may do, how to see what it did and stop it: the admin controls to set in Claude, ChatGPT and your business software.
Zain Khalid Malik · · 6 min read
PlatformGuidesTeam chat software for small business: what to check
A buyer’s guide to team chat software for small business: where the history goes, what a guest can see, per-seat or flat pricing, search, notifications, calls.
Zohaib Khalid · · 8 min read
GuidesDeliverySlack for client communication: a channel per client
One chat channel per client, the client’s lead as a guest, decisions and invoices kept in email, a plan for onboarding a client new to chat and for ending it.
Zohaib Khalid · · 9 min read
Want Orbiz for your consultancy team?
Every tool on this page is included in every plan. Tell us your team size and we set up a working organisation for you to try.