Contract-governed project delivery for consulting engagements.
Stop losing billable hours to disorganised scope, late invoices, and client disputes. Effigate structures every engagement from contract activation to payment — with full audit trails.
Engagements that slip, scope that creeps, invoices that dispute.
Consultants operate at the intersection of delivery governance and commercial precision. Without the right tooling, both suffer.
Scope creep goes unbilled
Additional work gets absorbed into the engagement because there is no formal system to flag and price scope changes.
Time logs are informal and late
Hours tracked in spreadsheets or memory — submitted days later and missing billable context.
Invoice disputes erode trust
Clients dispute line items because the time-to-deliverable link is missing from the invoice narrative.
Clients lack structured updates
Status updates go out as slide decks or emails, not as live, traceable project data.
Deliverable tracking is manual
Deliverables are tracked in documents outside the project tool — no single source of truth.
No contract-to-delivery audit trail
When disputes arise, there is no clean record linking original contract terms to actual delivery actions.
Every engagement governed by a contract — from scope to final payment.
Effigate supports all four consulting contract types. Rate cards lock at activation. Scope changes become tracked work items. The full delivery lifecycle is captured end-to-end.
- Fixed Price, Hourly, Bucket-Based, and Scope-Based contract types
- Rate cards frozen at contract activation — immutable billing terms
- Full lifecycle tracking: Contract → Project → Deliverables → Retrospective → Invoicing → Payment
- Scope-Based contracts track deliverables with explicit approval gates
- Contract amendments create a full audit trail with timestamps
Billing Conditions
Structured work hierarchy from engagement brief to completed task.
Effigate's project hierarchy structures every consulting engagement so work is traceable, accountable, and billable at every level.
- Project → Epic → User Story → Task → Subtask — full hierarchy
- Each task links to a contract, enabling precise billing attribution
- Deliverables tracked with approval status and client sign-off history
- Retrospective module captures engagement learnings against delivery data
- AI assistant (Dhyey) can generate task breakdowns from engagement briefs
Built for the precision consulting engagements demand.
Time tracking & lock periods
Log time against specific tasks. Lock periods prevent retroactive edits after 3 days. Approved logs feed directly into invoices.
Client portal
Give clients a live view of project progress, deliverable status, and invoices — without exposing your internal operations.
Revenue realisation reports
Compare contracted value against billed and collected revenue. Spot under-billing or margin leaks across engagements.
Deliverable management
Create, assign, and track deliverables within the project hierarchy. Client approval gates prevent premature billing.
Line-itemised invoicing
Generate invoices directly from approved time logs with rate card application. Immutable once issued.
Role-based access control
Consultant, client admin, and client employee roles each have precisely scoped access — no over-sharing, no gaps.
From signed contract to collected payment — every step tracked.
Effigate structures the complete consulting engagement lifecycle so nothing slips between commercial and delivery teams.
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1
Define and activate the contract
Choose the contract type, set rate cards, and lock commercial terms. The contract becomes the billing anchor for all downstream work.
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2
Structure the project
Create epics and user stories that map to deliverables. Assign owners and set due dates at every level of the hierarchy.
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3
Execute and log time
Team members work through tasks and log time as they go. Billable flags ensure every chargeable hour is captured accurately.
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4
Deliver and get client sign-off
Complete deliverables and share them in the client portal. Track approval status with timestamps for the audit trail.
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5
Invoice and collect payment
Pull approved time logs and deliverables into a contract-linked invoice. Issue through the portal, track payment, and close the engagement.
Questions from consultants and consulting firms
Effigate supports Fixed Price, Hourly, Bucket-Based, and Scope-Based contracts. Each type has its own billing logic — scope-based engagements track deliverables while hourly contracts bill directly from approved time logs.
All work is structured in a Project → Epic → User Story → Task hierarchy. Any change outside the original scope is captured as a new work item, linked to the contract, and must be explicitly approved before billing.
Yes. Effigate's client portal uses per-item visibility flags — Client Visible or Internal Only. Clients access only what you explicitly share, including progress updates, deliverables, and invoices.
Every time entry is attached to a task and flagged billable or non-billable. Once approved and within the lock period, Effigate aggregates those logs against your rate card and generates a ready-to-issue invoice.
Yes. The full delivery lifecycle — Contract → Project → Deliverables → Retrospective → Deliveries → Invoicing → Payment — is tracked in Effigate with immutable records at each stage.
Govern every engagement from contract to payment.
Effigate gives consultants the structure to deliver on time, bill accurately, and build client trust through transparency.