In short

What changes for a managing director

KEEL runs a consulting firm's engagements from the commercial SOW to the invoice. Managing directors approve priced and staffed SOWs, see utilization, backlog and forecast landing by account and practice, and drill any margin dip to the person, week and timesheet line behind it. Clients approve time in a portal, and every billable line is marked ready or blocked with the reason.

Your week

What a managing director gets

Approval before the client sees it

Commercial SOWs pass lead, managing director and finance approval.

Firm rate card control

Rates owned by the managing director and finance; leads edit only the SOW's copy.

Margin you can explain

Every figure drills to the timesheet line, approver and timestamp.

Forecast that cannot drift

Staffing plans frozen with numbered revisions and logged reasons.

Revenue leakage in dollars

Over-cap retainers, overruns and unsupported hours, by engagement.

Strategy and advisory practices

Built for firms that sell expertise by the engagement, from boutiques to system integrators.

Go deeper

Where to start

KEEL overview

Professional services automation from SOW to invoice.

Margin and forecast

From practice to timesheet line.

Invoice readiness

What you can bill, and what blocks the rest.

Questions

Common questions

Is KEEL built for strategy and advisory firms?

Yes. It is built for firms that sell expertise by the engagement: consulting, strategy and advisory practices and system integrators.

Does it replace our accounting system?

No. It exports invoice-ready lines, and a QuickBooks integration is available.

Can team members see rates or margin?

No. Team members see their time and remaining allocation only.

How do we start?

Sign up for a 7-day free trial and load one SOW and its timesheets.

Related

Keep reading

Commercial SOW

Priced, staffed and approved before the client sees it.

Staffing and timesheets

Every hour approved by the people who should approve it.

For general counsel

Lexara drafts the legal SOW KEEL hands over.

Which engagement is losing margin this week?

Start a free trial and find the rows behind it.

7-day free trial · Card required before the trial ends · No migration