Solutions / Consulting firms
The letter, the workshop, and a sheet.
Oct 24, 2026
Consulting sells an engagement letter. The work grows in workshops. Expenses and people live in other tools. The invoice is a spreadsheet.
The letter is the scope
An engagement letter names phases, people, and a fee. Workshops add interviews, a workstream, a week on site. The letter stays a PDF in the deal folder.
Time is in one tool. Expenses are in another. Finance rebuilds the bill when the phase is supposed to close.
One engagement
CRM holds the pursuit until it is signed. The job holds the phases, the people, the expenses, and the fee. A new workstream is a change order the client signs on a link.
Invoices come from that paper, the time, and the expenses. Clients do not pay inside Blinkdots. They receive the invoice after an owner sends it.
Who can see it
Owners approve what leaves the firm. Drafters prepare. The first person in is the owner. A contractor who can log in counts as a member. The client never does.
Ask AI reads the engagement when someone asks what is ready to invoice. The answer is the signed letter, the added workshop, and the open expenses. Not a search across the partner’s inbox.
Seats and the voice line are on the pricing page. Clients are not seats. Book a demo to see the job on one record.
Questions
- Can a consulting firm run pursuits and delivery in one place?
- CRM holds the pursuit. Once the letter is signed, projects, resources, and finance write onto that job. The client does not change identity between the proposal and the invoice.
- How are travel and a new workstream billed?
- Travel is an expense on the engagement. A workstream that was not in the letter is a change order. The invoice is drafted from signed lines, billable time, and expenses.
- Do client stakeholders need accounts for workshops and invoices?
- No. They sign on a link and open a PIN binder. They are not members, and they are not on the seat bill.