Running engagements
Varynt Work
- A pipeline of leads from New to Won
- Projects with milestones per engagement
- One page per client: contacts, files, approvals, activity
- Hours and value exported for the partner
Solutions · Consulting and professional services
Every engagement on one page.
Consultancies, CA and legal practices, architects and advisory firms sell expertise by the engagement. Work runs it from a won lead to the last milestone, Invoice raises the fees, and Knowledge keeps the practice's notes.
Website refresh · Tasks
Homepage designApproved by client
Content migrationIn progress
Launch checklistIn review
This week14h 30m logged
A day, the Varynt way
From the first call to the books.
- 01
The win
A lead moves to Won and becomes a client in one step, with its owner, value and expected close date kept.
- 02
The engagement
Milestones for each phase and tasks for each deliverable; contacts, files and approvals on the client's page.
- 03
The hours
Hours and value per client and per project, with bill and cost rates kept private to the people granted cost view.
- 04
The fee
A retainer invoice issued and emailed on the day you chose, and a statement each client can open without asking.
The products
Which Varynt products fit, and where.
Each product is sold on its own. Used together they share one sign-in and one organization.
Billing fees
Varynt Invoice
- Professional fees under SAC
- Recurring invoices: monthly, quarterly or yearly
- Credit notes when a fee is reduced
- A statement of account per client
Practice knowledge
Varynt Knowledge
- Templates, checklists and precedents in spaces
- Restricted spaces open only to the people named on them
- Search that shows each person only what they may open
Questions
What people ask us first.
- Can we keep client contact details to a few people?
- Yes. In Work, client contact details and cost rates can be limited to the people who need them.
- We run a practice and a separate consultancy. Is that one account?
- Each can be its own Invoice workspace under one sign-in, on Invoice's Business and Enterprise plans.
- Does Knowledge replace our document management system?
- Knowledge is a knowledge base: pages, spaces and files people read and keep current. Talk to us about what you use today and we will say plainly where it fits.
Get in touch
See it with your own workflow.
Tell us how your business runs today. We will show you the products that fit and set them up in your words.