For management consultants
Track the work around the workshop.
Discovery, analysis, preparation, and follow-up often take longer than the meeting itself. Keep that effort visible across the engagement.
Example invoice
Strategy workshop
| Work | Time | Amount |
|---|---|---|
| Discovery interview | 45m | $90 |
| Analysis and preparation | 2h 30m | $300 |
| Workshop delivery | 1h | $120 |
4h 15m of work
Billed at $120 per hour
$510
An invoice with the time and work details behind the total.
Day-to-day challenges
The time that is easy to miss
Preparation and synthesis take place outside the visible workshop.
Stakeholder coordination happens in short, scattered conversations.
Fixed-fee engagements still need a clear view of actual effort.
From discovery to recommendations
How SOWLedger fits your work
Plan the engagement, record preparation and delivery, and review the hours before the client conversation.
- 01
Plan
Schedule discovery, analysis, workshops, and client readouts.
- 02
Track
Track focused preparation, analysis, and workshop delivery.
- 03
Log
Add synthesis, stakeholder follow-up, and coordination manually.
- 04
Review
Compare planned and actual engagement hours.
- 05
Approve
Review the entries and approve time-based charges where appropriate.
- 06
Integrate
Export engagement hours for your firm's reporting and finance process.
Time and invoice details
A record you can refer back to
Keep the hours and work descriptions together for billing, client questions, and your own records.
- Preparation, workshop, and follow-up hours
- Work descriptions organized by engagement
- Planned and actual effort for internal review
- Reviewed time records and invoice details
Answers for your workflow
Frequently asked questions
Can I separate preparation from delivery?
Yes. Log them as separate entries with clear descriptions under the same project.
Can I track fixed-fee consulting work?
Yes. Track actual effort and compare it with your plan. Fixed-fee, milestone, and recurring billing schedules are not automated.
Can clients review the work?
Yes. Clients can review their issued invoices and related work through the portal without access to team planning or workspace administration.