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For Consulting Firms

Consulting Software: Engagements, Time Tracking and Fee Billing

ManageSphere supports consulting firms with engagement management, time tracking and fee billing, including expense management and client portal.

Typical Challenges for Consulting Firms

Unclear Engagement Management

Multiple engagements in parallel, different contract models, no unified documentation.

Time-consuming Time Tracking

Consultants track time in Excel, billing takes days, clients question hours.

Complex Fee Billing

Day rates, hourly rates, flat fees, expenses: manual calculation is error-prone.

How ManageSphere Helps Consulting Firms

Engagement management: All engagements at a glance, contracts, budgets and milestones, centrally documented.
Precise time tracking: Consultants track via app or web, with project assignment and activity log.
Automatic fee calculation: Generate fee invoices directly from tracked time.
Expenses & receipts: AI autopilot categorizes receipts, creates billing suggestions.
Client portal for transparency: Clients see project progress, budget consumption, upcoming milestones.

Top Features for Consulting Firms

Engagement Management

Contracts, budgets, milestones.

Time Tracking

Minute-precise, with activity log.

Fee Billing

Automatic from tracked time.

Expenses

Scan receipts, AI categorizes.

Customers & leads

Acquisition, quotes, conversion.

Client Portal

Transparency for your clients.

AI Support

Quote texts, expense reports.

Confidentiality

GDPR, hosting DE, access rights.

The Consulting Workflow with ManageSphere

1Acquisition & quote

Capture lead, define project, create quote with AI assistance.

2Start engagement

Store contract data, set budget, assign team.

3Deliver consulting

Define tasks, document results, track milestones.

4Track time

Consultants track time on engagement with activity description.

5Expenses

Photograph receipts, AI categorizes, auto-assign to engagement.

6Bill fees

Generate invoice from time and expenses, send via portal.

7Close engagement

Final documentation, project closure, collect feedback.

Worked example: day rate against hourly rate

One engagement, two ways to bill it. ManageSphere calculates both from the same time entries.

Time tracked
3 days on site, 22.5 hours
At an hourly rate of €180
€4,050
At a day rate of €1,450
€4,350
Travel, rail and 2 nights
€486
Expense flat rate, 5% of the fee
€217.50
Invoice total at the day rate
€5,053.50

At 7.5 hours a day the day rate comes out €300 above the hourly rate. You set the rule once per engagement, and the invoice follows it.

FAQ

Is ManageSphere suitable for consulting firms?

Yes. ManageSphere offers engagement management, precise time tracking, fee billing and a client portal, designed for consulting requirements.

How does time tracking work for consulting?

Consultants track time via web or app, with activity description and project assignment. Time can be directly transferred to fee invoices.

Can I map different fee models?

Yes. ManageSphere supports day rates, hourly rates, flat fees and mixed models. Set individual terms per engagement.

How are expenses billed?

Receipts can be photographed or uploaded. AI autopilot categorizes automatically and creates billing suggestions. You just confirm.

Do clients have access to project information?

Yes. The client portal offers transparency: project progress, budget consumption, milestones and documents, all in your branding.

Is the solution secure enough for consulting projects?

Yes. Hosted in ISO 27001 certified data centers (Hetzner, Germany), granular access rights, encryption at rest and in transit, DPA available.

Ready for your consulting firm?

Test all Professional features free for 30 days. No credit card required.