Proposals, engagement files, and billing history are records we will license.
Agencies, consultancies, and accounting and law firms write down how work is scoped, delivered, and billed. We license that history of the engagement.
Sample history
A consultancy: five years of proposals, engagement notes, and time records.
Tools we often see
- Google Workspace
- Microsoft 365
- HubSpot
- Harvest
- Clio
- Slack
Usually licensed
- Engagement records
- Proposals
- Email threads
- Deliverables
- Time and billing