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Protect the relationship. Delegate the admin.

Prepare proposals, invoice engagements, schedule meetings, and organize client follow-up under your firm accounts. Client-facing work stays behind approval.

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go.orbitdashboard.co/engagements
EngagementsA
Engagements
Inquiry from referral, reply drafted
Review
Engagement letter ready for review
Held
2 proposals awaiting signature, nudged
Tracking
Signed: quarterly advisory retainer
Signed

The engagement chain.

From inquiry to invoice as one supervised flow: agents draft and track, partners approve everything a client sees.

When

An inquiry arrives

ProposalsApprove-each

Draft engagement letter from your templates

ProposalsAuto-run

Send for e-signature, track and nudge

FinanceApprove-each

Generate and send the invoice

Outcome

Check-in scheduled for the review date

Two partner approvals. Zero partner paperwork.

Clients warm between engagements.

The agent remembers the review date, the renewal, and the client you have not spoken to since March - and drafts the right check-in at the right moment.

  • Check-ins timed to real client milestones.
  • Meetings booked into open calendar slots.
  • Referral thank-yous never forgotten.
go.orbitdashboard.co/clients
Renewal check-in drafted: Hollis LLP
Drafted
Q3 review scheduling underway
Scheduling
2 dormant clients pinged this month
Pinged
Positive reply: wants to talk next week
Reply

Confidentiality, by construction.

Scoped access to your accountsAgents see only what the engagement needs.
Every action logged and replayableNothing leaves the firm without an approval on record.
Per-partner approval queuesSplit by client or engagement so each partner reviews their own book.
Access revocable at any timeDisconnect an account and the agent's reach ends with it.

The practice, end to end.

Finance agents keep the engagement paper trail connected. Sales agents can continue from the same client context.

  • The engagement letter goes out for hosted e-signature.
  • The signed letter provides the approved inputs for an invoice draft.
  • Next year's renewal resurfaces without a spreadsheet.
go.orbitdashboard.co/matters
EL
Engagement letter · Marsh & Co
out for e-signature
Waiting
IN
Invoice · drafts on signature
numbers carried from the letter
Approve
RN
Renewal · next April
resurfaces on its own
Scheduled
Workspace-scoped · confidentialLetters awaiting signature
What that includesfor a practice
Engagement letters, e-signedHosted link, native signature, tamper-evident record.
Acceptance drafts the invoiceThe yes and the bill are one motion.
Renewal timing you can seeDeal dates and reminder cadences in one calendar of record.
Client-by-client marginRevenue minus proportional overhead, per client.
Scoped intelligence LiveAuthorized business checks keep sources and dates with the finding.
A defensible audit trailWho approved, what ran, what it cost - replayable.

One plan for the client lifecycle.

Everything is $599 monthly, or $479 effective monthly when billed annually. The plan includes 6,000 credits.

Everything plan All seven systems and 43 agents
$599/mo
Monthly credits6,000 included
Annual billing$479/mo

Effective monthly when billed annually · 7-day trial with 500 credits · card required · $0 charged today.

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What partners ask.

Agents work under scoped access to your accounts, actions are logged and replayable, and nothing leaves the firm without an approval. Access is revocable at any time.

Yes. Split approvals by client or engagement so each partner reviews their own book.

It removes non-billable admin, which is the point. The hours you reclaim go back on the clock; the agent does not touch your rates.

Faster responses and fewer dropped threads, in your voice. Everything a client sees passed through your approval first.

Bill the expertise, delegate the admin

Proposals, invoices, and follow-ups on agents, partner approval on everything. The practice feels bigger without getting heavier.

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No commitment. Month-to-month, cancel anytime.