Real margin by project, and the billable time you've been losing.
For engineering, architecture, consulting, agencies, and staffing firms: time, projects, and accounting line up on one current model, so real margin by project and client and true billable utilization read straight off it.
Real margin by project and client, after the cost to deliver it.
The same engagement is recognized across time, project, finance, and pipeline, so the model reads what each project and each client actually earns against the true cost to deliver it. Margin moves as the hours land, and a project sliding toward write-down raises its hand while you can still change the plan.
True billable utilization reads off the same model as a margin driver: who is billing their week and who is idle, the people earning their rate against the people who are not. When a project slides, an agent drafts the rescope off the resolved record and a person approves it before it goes anywhere.
Margin & utilization
Time, finance, and pipeline on one model.
Price the next engagement off margin you have actually earned.
The model knows what each kind of work has earned across every past engagement, so a new proposal is priced off real historical margin by work type, not a flat rate that buries a loss inside construction admin or permitting. You quote the blended number knowing which lines carry the margin and which ones bleed it.
On work already running, the model watches logged hours against the signed scope. When a live engagement drifts past its SOW, an agent drafts the change order off the hours it reads: the work above scope, the dollars at stake, ready for a partner to send before they harden into a write-down.
Price & scope control
Priced off real historical margin, watched against the signed SOW.
Proposed price by work type
blended 26.4%Live: Halden Group — lobby redesign
Scope driftThe unbilled work, the rate you keep, and the cash still out.
Time and finance reconcile on one model, so unbilled work in progress, realization (what you billed against the rate you booked), and days sales outstanding read off the same numbers your whole firm shares. Aging WIP and slipping realization come forward together, with the engagement and the client attached.
When a balance has sat unbilled too long or a rate starts to slip, an agent drafts the invoice off the time already logged, or the collections nudge against the aging receivable. A person approves it under your permissions, and the agent writes it back to your accounting system.
WIP, realization & cash
Unbilled work, the rate you keep, and what is aging in receivables.
Unbilled WIP by engagement
billed ÷ booked rateAR aging
$369k openWhether you can take the next engagement, before you commit.
The same model that prices margin reads capacity forward. Utilization by skill stands against the work already booked and the pipeline about to land, so a group running fully committed and a group with room come forward together. You see whether the work you are about to win has people to deliver it.
When a group runs fully committed before the work lands, the model flags it and drafts the move: pull the date, subcontract the overflow, or staff ahead. A partner makes the call.
Capacity & demand
Utilization by skill against booked work and the pipeline about to land.
Forward demand
Staff the next engagement from skills and availability you can see.
The same model that prices margin and reads capacity forward already knows the role this engagement needs. The model scores every person against your bench and your applicant tracking system at once, ranks them by fit, and shows when each one frees up, so the next hire and the next reassignment are the same decision.
You staff from a ranked shortlist of named people, bench and external, each with a fit score and a start date off the ATS, and a person makes the call on numbers your whole firm shares.
Water-infrastructure engagement
Candidates matched on the skills the role needs and when they can start.
The whole account, above any single engagement.
Every engagement, invoice, and contact for a client rolls up to one account, so lifetime billings, the work in flight, and renewal timing read in one place. The model scores the accounts with open expansion and the renewals trending at risk; for one at risk, an agent drafts the re-engagement touch for the partner to approve while there is still time to act.
Partners and account leads work the same picture of where each relationship stands, and a person makes the call on numbers the whole firm shares.
Accounts, renewals & expansion
See it on your own project stack.
Tell us how your firm tracks time, bills, and staffs today. We will show you real margin by project and the capacity for the next engagement, on one current model.