Professional practices
The management software for professional practices.
Consultants, firms, experts, trainers: track your assignments and time spent, invoice your fees and retainers, get engagement letters signed online and keep your documents in one place.
Day to day
Your day, with eKo.
Who is it for?
Consultant, consulting firm, expert, architect or trainer, alone or with a small team, who invoices time and assignments.
Before eKo
- Time spent that never gets invoiced for lack of tracking
- Engagement letters printed, signed, then scanned
- Recurring fees invoiced one by one
- Customer documents scattered everywhere
What changes
- Time spent is finally tracked, and invoiced.
- Engagement letters signed in a few minutes.
- A clear view of each assignment's profitability.
The workflow in eKo
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1
The assignment is created for the customer, with its budget and, if needed, its stages.
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2
The engagement letter is signed online by link or by email, with a legally binding signature.
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3
Time spent is logged by each team member, assignment by assignment.
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4
Fees are invoiced on time spent, as a fixed fee or as a retainer invoiced automatically each month.
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5
Assignment documents are filed on the customer record and shared with your team.
Frequently asked questions
Your questions, our answers.
Can I invoice on time spent with eKo?
Yes. The time logged by each team member is linked to the assignment and the customer, so you can invoice on time spent and track profitability.
Can an engagement letter be signed online?
Yes, with eKo e-signature, which relies on a qualified timestamp compliant with the European eIDAS regulation.
Does eKo handle recurring fees?
Yes. Retainers are scheduled and invoiced in batches at each due date, with SEPA direct debit available.
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