Engage Desk
SmallProfessional Services · Consultants, professional firms
Don't start before the engagement letter is signed; unsigned work is a collection risk.
Built in this build
- Engagement send and signature tracking
- Engagement archive
- Engagement templates
- Approval stages
- Drafts scope and fee clauses from the brief
- Pending signatures and average time
Vision (needs external services)
- Unsigned-work alert
- Reminder for unsigned engagements
- Signed PDF archive
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Engagement send and signature tracking
- Unsigned-work alert
- Engagement archive
Admin modules
- Engagement templates
- Approval stages
AI capabilities
- Drafts scope and fee clauses from the brief
Automations
- Reminder for unsigned engagements
Analytics & reports
- Pending signatures and average time
Integrations
- Signed PDF archive
Mobile
- View signature status on phone
Roles & permissions
- Partner
- Office admin
Professional Services →
Time Bill
Time tracking and billing for consultants.
Milestone Pay
Tie work to milestones and invoice on time; late billing drains cash flow.
Sub Desk
Assign subcontractors and freelancers, track their pay; end payment chaos.
COI Vault
Collect vendor insurance and compliance certificates; expired paperwork is a liability.
Describe what your business needs — DevAny does the rest
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