Professional services
Object: Matter or engagementAll industries
The matter is the work.
Professional services organizations earn through engagements that move across people, documents, time, approvals, counterparties, and commercial state.
Matter or engagementIt begins, progresses through defined states, accumulates work and documents, and eventually closes.
The systems
CRM holds the relationship. Email and document systems hold the work. Time and billing sit elsewhere. Approvals and decisions are spread across teams.
The engagement
The engagement is one thing to the client and many partial records internally.
The people, the documents, and the time connect to the same engagement.