Professional services
Keep delivered work from waiting to be billed.
Ontem brings engagement terms, time and expenses, and client approvals together so delivered work is billed on schedule and collected with context.
Walk through your workflow and get a free demo- 1A milestone is marked delivered. Ontem stages the invoice with the terms and rate card from the engagement letter.
- 2Two expense items lack receipts. Ontem requests them from the team before the invoice is finalized.
- 3The client's written approval of the milestone is linked from email as backup.
- 4The invoice goes out on the agreed schedule. Follow-up is queued at the net date in the terms.
How billing works in professional services
Engagements bill by milestone, schedule, or time and materials, under terms negotiated per client. Invoices often wait on partner review, client approvals, or expense backup. Write-offs grow quietly when delivered work sits unbilled.
Where cash gets delayed
- Delivered milestones that have not been invoiced
- Time and expenses awaiting partner review
- Client approvals buried in email
- Invoices that do not match the engagement terms
- Collections handled ad hoc to protect the relationship
The context Ontem brings together
ERP data
Clients, invoices, balances, and payments.
Documents
Engagement letters, statements of work, and expense backup.
Client approvals, scope discussions, and payment promises.
Operations
Delivered milestones, recorded time, and pending reviews.
01
Bill on the engagement's schedule
Milestones and billing dates drive the queue, so delivered work does not depend on someone remembering.
02
Send invoices that match the terms
Rates, caps, and formats from the engagement letter are checked before the invoice goes out.
03
Collect without straining the relationship
Follow-up carries the engagement context and the client's own emails, so it stays factual and calm.
Your software stays in place
Your accounting system remains the financial record. Ontem handles the billing schedule, follow-up, and payment matching around it. Start with one practice group.
Relevant connections
- NetSuitePlanned
- QuickBooks OnlineAvailable
- Gmail and OutlookAvailable
- StripeAvailable
See where delivered work waits to be billed.
Show us how an engagement is billed today. We will walk through where Ontem fits.
Walk through your workflow and get a free demo