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Template · Software & Consulting

Engagements for software & consulting

Consulting and implementation work with scope, fee, hours, deliverables and the next milestone.

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One click opens a free 30-day workspace with this template and sample data. Change anything by asking.

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Try it: EngagementsInteractive demo · sample data
Inside

What it does

Consulting and implementation work with scope, fee, hours, deliverables and the next milestone.

Tracks
Engagement, Client, Service, Fee, Billing, Start date, End date, Hours spent, Next milestone, Deliverables, Lead, Status
Flags automatically
  • Milestone overdue when Next milestone has passed and Status is Active
  • Milestone this week when Next milestone is within 7 days and Status is Active
  • Delivered when Status is Delivered
Actions and automations
  • Create a one-page summary: A short Word summary of this engagement for a meeting or a hand-over.
Views and charts
A table, a board and charts you add by asking
Its agent
Watches every engagement for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Questions

Frequently asked

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

Start free with EngagementsBook a walkthrough