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Professional Services · Operations

Engagement governance from proposal to fee note — decisions, deliverables & utilization.

Cost every client proposal, monitor partner and associate utilization, and issue change notes the moment engagement scope moves — ensuring queried invoices have audit documentation.

Pre-bid engagement costing with sector-level win rate and cost-per-win analytics
Live billable utilization and bench analytics across permanent staff and external specialist associates
Scope expansion documented as priced change notes immediately upon client authorization
dashboard.neonbee.app/management-consulting
Live Workspace
Neonbee Management Consulting operations software interface
✦ Phase 2 Deliverable Billed · Expenses reconciled
Real Management Consulting
Real Management Consulting
676
Non-billable hrs/consultant/yr
47%
Average partner utilisation
11.3%
Average project overrun
1
Record, pitch to fee note
See it on a real Management Consulting workflow

A 20-minute demo on your own flow — not a generic tour.

Step 1 of 2

Takes under a minute · no credit card

Chosen by teams in interior design, facilities management, furniture manufacturing and professional services.
Where it hurts today
Uncompensated proposal and tender pursuit costs eroding overall practice profitability
Partner and consultant billable utilization calculated weeks after month-end financial close
Fixed-fee transformation engagements absorbing unbudgeted steering committees and workshops
Client invoice queries lacking contemporaneous records of agreed scope adjustments
What Neonbee gives you
Pre-bid engagement costing with sector-level win rate and cost-per-win analytics
Live billable utilization and bench analytics across permanent staff and external specialist associates
Scope expansion documented as priced change notes immediately upon client authorization
Centralized client engagement portal maintaining terms of reference, workshops, and sign-offs
Management Consulting work in progress
Professional Services

This is the work. Neonbee runs the business behind it.

Not a generic ERP bent into shape — the flow below is your flow, in your language, from the first enquiry to the recurring contract.

Your business flow — one thread

From the first lead to the recurring contract.

Every stage lives in one system. The amber dots are where boutique consultancies typically lose margin — and the ✦ Neura agents underneath work exactly those stages.

1Win the workenquiry → engagement letter
Enquiry / referral
CRM
Qualification & scoping call
CRM
Proposal & fee estimate
CRM
⚠ margin leak
Pitch Cost Meter
unwon proposal effort gets counted
Engagement letter & terms of reference
Sign
Ask Neura Assist, any time in this phase — “What did this quarter's proposals cost us, and what did they win?”
2Deliver the engagementresourcing → phase sign-off
Resourcing: staff & associates
People Connect
Bench & Associate Mix
idle capacity shows before payroll does
Kick-off & baseline
Projects
Workstreams & workshops
Documents
Decision Log Keeper
what the client agreed stays on record
Time & chargeability
Timesheets
⚠ margin leak
Chargeability Watch
days worked reach the fee note
Change notes & re-scoping
Forms
⚠ margin leak
Scope Creep Guard
extra work gets a priced change note
Deliverables & phase sign-off
Sign
Ask Neura Assist, any time in this phase — “Who is on the bench next month — staff and associates?”
3Get paidfee note → lock-up
Fee notes & WIP
Accounting
⚠ margin leak
WIP Ageing Watch
unbilled days flagged before month-end
Associate invoices & margin
Vendors
Associate Margin Check
associate cost never outruns the fee
Collections & lock-up
Accounting
Fee Note Chaser
overdue fee notes get chased
Ask Neura Assist, any time in this phase — “How much WIP is unbilled past 30 days?”
4Keep the clientthe thread never ends
Benefits review & case study
Projects
Benefits Review Prompt
post-engagement reviews get booked
Retained advisory & next phase
CRM
Next Phase Radar
follow-on work raised before the team rolls off
recurring — the benefits review opens the next phase, and stage 1 starts again
Ask Neura Assist, any time in this phase — “Which clients are due a benefits review?”
a stage in your flowwhere money typically leaksrecurring revenuetags = the module that runs that stage · ✦ = the agent working it
Free playbook

The Management Consulting Business-Flow Playbook

The full flow above, mapped step by step — with the margin leaks marked and how teams plug them. Free, by email.

Inside Neonbee

The work, the money, one connected view.

A live view from the Accounting module — CFO-grade statements, computed from the same connected record that runs the rest of your business.

Neonbee Accounting module — live view
See your workflow in it Book a demo
20 minutes · on your real workflow · no commitment
Live in days, not months

Pre-configured for your vertical. Import your contacts and items, switch on the modules you need, start working.

One bill replaces 10+ tools

No Zapier fees, no integration maintenance, no sync drift. One price, per seat, all modules included.

AI with guardrails

Neura assists proactively, but every action that moves money or commits your company asks for your approval first.

Questions, answered

What most teams ask before the demo.

Straight answers — and anything we haven't covered, ask us live on the call.

Ask us directly
How long does it take to get live?

Most teams are up in 3–5 days. We configure your trade settings, migrate your customers, products and open jobs, and train your team in two 45-minute sessions.

Can we keep using our existing accounting tool?

Yes. Neonbee has a complete double-entry accounting engine built in, but we also sync 2-way with QuickBooks, Xero, Sage and Tally if you prefer to keep your accountant where they are.

Does the AI act on its own?

Neura has two modes: Assist (answers, drafts, summaries) and Execute (real actions through agents). Every Execute action lands as an approval card — nothing runs without your sign-off, and everything is audited.

Is our data used to train AI models?

No. Your data stays yours — it is never shared or sold, and Neura reasons over it privately to help your business only.

What if we only need a few modules?

That's the normal path. All 20 Operations modules share one record, but you switch on only what you need and add the rest when you're ready — pricing follows what you use.

Next step

See Neonbee run a Management Consulting business.

A 20-minute demo on your own workflow — comms, operations and Neura, working end to end.

Book your 20-minute demo

On your real workflow · no commitment · reply within one business day