Who this is for
Consultancies, agencies, accountants and advisory firms where client status is chased by email and billing is disconnected from delivery.
Typical needs
- Client status chased by email
- Documents and approvals scattered across inboxes
- Billing disconnected from delivery
What you get
- A client workspace with milestones, documents and invoices.
- Internal workflow with roles, approvals and an audit trail.
- Delivery and billing kept in step on the same records.
- Reports built from the data the team already enters.
How we approach it
- A client workspace with milestones, documents and invoices.
- Internal workflow with roles, approvals and an audit trail.
- Reports built from the same records the team works in.
What we will not promise
Outcomes depend on your data, team and adoption. We scope after discovery and do not guarantee rankings, revenue or timelines in advance. Incipit runs its own delivery on a custom CRM; that is an internal platform, not a packaged product offer.
Common questions
Do you use this yourselves? Incipit delivers its own work on a custom CRM. It is an internal platform, shown as experience and not as a product offer.
Can it replace our spreadsheets? Usually in stages: the highest-friction sheet first, then the rest as the team adopts the system.
Is client data separated? Yes. Access is scoped per client and enforced on the server.
How an engagement runs
Discover, propose, deliver, support
The same four stages apply to every Incipit practice, so you always know what has been agreed and what happens next.
- 01
Discover
We learn the business need, the people who will use the result and the constraints, before any solution is proposed.
- 02
Propose
Scope, milestones, responsibilities and ownership are agreed in a written proposal.
- 03
Deliver
Work is built in milestones. You review working builds and approve each stage before the next begins.
- 04
Support
Handover of code and documentation as agreed, with maintenance and support available afterwards.
Ready to begin?
Tell us what you want to build, fix or hire for. We reply with questions, options and a written proposal.