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Everything a consulting firm runs on, connected.
Seven modules on one tenant-isolated data model. Each one is useful alone; together they answer the owner's question every week: are we delivering, and are we making money?
Weekly status
Status people actually submit.
Each consultant gets one form per week with a block per assigned project: done, next, blockers, a blocker flag and a low, medium or high risk rating. It works on a 360px phone screen and saves drafts.
- Due day and time set per firm; Friday 12:00 in each person's time zone by default
- Submissions after the deadline are marked Submitted (Late)
- Roll-up by project and by person, following the reporting line
- A consultant never sees anyone else's status
Migrated 6 of 14 objects; unit tests pass.
Remaining 8 objects, start user acceptance testing.
No read access to the staging data warehouse yet.
| Person | Milestone | Hours | State |
|---|---|---|---|
| Ana Ortiz | M2 · Rate configuration | 38.50 | Approved |
| Ravi K | M2 · Rate configuration | 40.00 | Pending |
| Marcus Lee | M1 · Fit-gap | 12.25 | Pending |
Hours and timesheets
Hours that roll up to the contract.
Hours are logged against a task and milestone and roll up to the SOW, the project and the account. Delivery leads approve each person's week; approval snapshots the bill and cost rates so later rate changes never rewrite history.
- Up to 24 hours per entry and per day, in quarter hours
- Contractors log only against projects they are assigned to
- Approved hours feed the margin report and estimate-versus-actual
SOWs and estimates
Estimates you can defend line by line.
Account managers create SOWs from firm-approved templates, as fixed bid or T&M. The estimate is milestone hours by role; the SOW total is their sum. Every version keeps its basis, assumptions, reviewer comments and author.
- Version history with a diff between versions
- Optional review step and a separate-approver rule per firm
- Planned margin shown to people allowed to see rates
- Signing locks the baseline; locked lines cannot change, even in the database
Send without attachments
Approved SOWs go to a client contact through an expiring secure link (30 days by default). Every view is logged. Clients see the document as approved, never rates, margin, risk or lineage. Signed PDFs are uploaded and the SOW is marked signed.
Sending and signingScope creep stays priced
A change order copies the current baseline, records the reason, and goes through the same approval, send and sign flow. When signed it becomes the new baseline; the old one stays visible as superseded.
Change orders guideThe system does the chasing
Email reminders for late status, pending approvals, unsigned SOWs and timesheets. SOW items escalate to the manager after 3 business days and the owner after 5. Quiet hours, daily digest and per-type mute.
Reminders guidePlan and contract cannot drift
Projects, milestones, tasks and assignees, with milestones taken from the signed SOW. Health flags for schedule, budget and scope, with an overall Green, Amber or Red.
Projects guideMargin while it can still change
Billed rate times approved hours, less cost rate times approved hours, by account, SOW and person. Visible only to roles and people approved to see financials.
Margin report guideGet in fast, leave whenever
CSV import of people, projects and history with preview and a row-level error report. CSV exports (including QuickBooks Online and ADP payroll), a formula-safe audit export, and a full JSON archive of your firm's data.
Import and export guideIncluded in Firm & Founding Lock
Commercial, Resource & Executive Suite
All six platform phases are live and included in the Firm plan and $9.99 Founding Customer Lock.
Invoicing and client view
T&M, milestone and retainer invoices, AR aging, QuickBooks Online & Xero sync, and client milestone sign-off.
Dashboards and Project 360
Portfolio health, burn vs baseline, and executive views across accounts and projects.
Skills and availability
Resource directory, skills matrix, availability, opportunities board and staffing requests.
Utilization and demand
Bench alerts, capacity vs pipeline demand curves, and 90-day revenue forecasting.
Run your next weekly cycle in Stafio.
Setup is designed to take under an hour, with starter templates for people, projects and history.