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Engagement tracking & approval workflows for management consulting firms

Track every billable hour across client engagements, manage partner approval chains, and give clients transparent visibility into engagement progress - without the spreadsheets, email chains, and end-of-month billing disputes.

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Chronixo engagement dashboard showing partner approval chains and billable hour tracking for management consulting firms
Partner
approval chain ensures every timesheet is signed off before billing - no disputes
Live
engagement utilisation dashboard - catch over-service before it becomes a write-off
Branded
client portal shows engagement progress without exposing internal rates or team data
4-level
approval: Consultant → Manager → Partner → Billing Partner
The challenge

The problem - and exactly how Chronixo solves it

Where billable time and client trust slip away at most firms - and how Chronixo protects both.

Without Chronixo

Where consulting firms lose revenue and client trust

Consultants reconstruct hours from calendar entries at end of month - 20-30% of billable time evaporates
No partner review before hours go to billing - timesheet errors discovered only when clients push back
Clients question engagement fees because they never saw work happening in real time
Retainer utilisation tracked in spreadsheets that nobody updates - over-service discovered only at month end
Multiple tools for time tracking, project management, and client reporting - data reconciled manually every billing cycle
With Chronixo

How Chronixo solves it

Consultants start timers the moment they begin client work - every unit captured in context
4-level digital approval chain signs off every timesheet before it goes anywhere near billing
Clients view engagement task progress and deliverable status live in their branded portal
Retainer utilisation tracked in real time - partners get alerted at 80% before a difficult conversation
Time tracking, engagement management, and client portal in one platform - one source of truth
How it works

Every engagement hour, properly accounted for

Chronixo gives consulting firms the time management infrastructure that clients already expect from a firm charging premium rates.

1

Timer on the engagement

Consultants start timers when client work begins - linked to the engagement, deliverable, and phase. No end-of-month reconstruction from calendar events.
2

Retainer monitored live

Partners see live retainer utilisation per engagement. Automated alerts at 80% trigger the “scope expansion or wind-down” conversation at the right time - not after the write-off.
3

Partner sign-off

Timesheets route: Consultant → Senior Consultant → Manager → Partner. Each level reviews and approves. Full timestamped audit trail before any billing export.
4

Client visibility in portal

Clients log into their branded portal to view engagement task progress, phase completion, and shared deliverable documents - no status calls, no billing surprises.
Management Consulting

Every tool a consulting firm needs

Every capability - included from day one, no add-ons required.

Engagement-based time tracking

Each timer links to the engagement, deliverable, and phase. Hours structured exactly how your billing system expects them - no post-hoc category assignment.
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Consultant utilisation dashboard

See hours per consultant, per engagement, and per practice area in real time. Identify under-billed consultants and over-allocated teams before they become retention risks.
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4-level partner approval

Consultant → Senior → Manager → Partner. The only platform with this approval architecture built in. Full audit trail for every billing submission.
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Client portal

Clients view engagement task progress, phase status, and shared deliverables without calling for updates. Builds trust - especially during long multi-phase engagements.
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Secure deliverable sharing

Share strategy documents, assessment reports, and implementation plans directly into the client portal. Download tracking confirms client receipt of each deliverable.
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Engagement billing reports

Export hours per engagement, consultant, or phase as PDF, CSV, or Excel - formatted for partner review before manual billing submission.
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Retainer utilisation alerts

Automated alerts at 80% of retainer consumed. Partners receive the alert in time to have a proactive scope conversation - not a reactive write-off discussion.
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Practice area organisation

Create departments per practice area (strategy, operations, technology, finance). Filter reports, approval chains, and utilisation dashboards by practice.
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Data sovereignty with BYOS S3

All screenshots and client documents route to your own S3 bucket - essential for consulting firms with strict client confidentiality and data classification obligations.
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