Client delivery status, contract health, and invoice pipeline —
always current.
Effigate gives account managers a live view of every client's delivery progress, contract status, and invoice pipeline — without chasing engineers for updates or waiting for the weekly status meeting.
Stop arriving at client calls without current information
Account managers lose credibility when they cannot answer basic questions about delivery status, invoice timing, or contract scope. Effigate puts the answers at their fingertips.
Chasing updates
Account managers interrupt engineers for status updates that should already be visible, disrupting delivery teams and wasting time on both sides.
Manual client reports
Weekly client status reports are assembled by hand from project boards and spreadsheets — a process that is always one sprint behind reality.
Invoice delays
Without visibility into invoice pipeline status, account managers cannot accurately communicate billing timelines or manage client payment expectations.
Contract blind spots
Account managers have no live view of bucket hour consumption, milestone attainment, or contract expiry — until the engineering team raises the alarm.
A client-ready portal that speaks for itself
The Effigate client portal gives each client a governed view of their projects, tickets, invoices, and delivery milestones. Account managers configure what each client can see — and the portal does the client communication work automatically.
- Per-client portal with project progress, ticket status, and invoice history
- Client Visible / Internal Only flags on tasks, tickets, notes, and comments
- Milestone and deliverable progress visible to clients without internal project details
- Clients can raise tickets and view SLA status through the portal — without accessing internal tools
- Account managers control portal visibility settings per client without engineering involvement
Client Portal
Nexus Corp · Client view
Platform Rewrite Q1
CON-2024-018 · Bucket-Based
Sprint 12
Current
14
Open Tickets
2
SLA Risk
Recent Invoices
Last 30 daysINV-2026-0041
Due Mar 31
INV-2026-0038
Paid Mar 5
Internal notes, rate cards, SLA calculation logic, and team capacity data are never visible here
Contract health, scope, and renewal dates — always visible
Every client contract in Effigate is visible to account managers with current status, scope details, bucket hour consumption, milestone attainment, and expiry timeline. Account managers can have informed commercial conversations without requesting a briefing from the delivery team.
- Contract type, status, and expiry date visible at a glance per client
- Bucket hour burn rate with exhaustion forecast for Bucket-Based contracts
- Milestone and deliverable completion tracking against contracted scope
- Rate card summary showing the agreed rates for each job type and support level
- Contract amendment history for a complete record of scope changes and approvals
CON-2024-018 · Nexus Corp
Active · Started Jan 2026
This Month
$4,240
vs $3,890 last month
Outstanding
$4,240
INV-2024-031
Deliverables
Know exactly where every invoice stands — before the client asks
Effigate's invoice pipeline view shows account managers the status of every invoice: pending, issued, paid, or overdue. Account managers can proactively communicate billing timelines, follow up on overdue invoices, and answer client billing questions without involving finance.
- Invoice pipeline status (pending, issued, paid, overdue) per client
- Invoice line item breakdown traceable to specific time records and rate conditions
- Outstanding and overdue amounts highlighted with payment due dates
- Invoice history for each client for complete billing transparency
- Credit note and SLA deduction visibility for complete billing conversation coverage
INV-2026-0041
Nexus Corp · CON-2024-018
Regular hours
28.5h × $120
After-hours
3h × $180
SLA breach credit
TKT-041
Tax (GST 10%)
on $3,760
Questions from account managers
Account managers have a live view of project progress, sprint status, open tickets, milestone attainment, and contract health for every client — without needing to interrupt engineering teams for updates.
The client portal is a governed view configured per client. Account managers control which projects, tickets, and delivery milestones are visible to each client. Clients can view progress and raise tickets through the portal without seeing internal notes, rate cards, or SLA calculation logic.
Yes. The invoice pipeline view shows the status of every invoice per client — pending, issued, paid, or overdue — with outstanding amounts and due dates. Account managers can answer basic billing questions and proactively follow up on overdue invoices without routing through the finance team.
Bucket-Based contracts show a live burn rate with hours consumed, hours remaining, and an exhaustion forecast. Account managers can see when a client is approaching their bucket limit and initiate a contract amendment or renewal conversation before the client is surprised.
Give your account managers the client intelligence they need
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