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Engagement Tracking

Manage client engagements with milestones, deliverables, and billable time all tracked in one place. Know where every engagement stands at a glance.

  • Engagement pipeline from proposal to delivery
  • Milestone and deliverable tracking
  • Billable vs non-billable hours logged per engagement
  • Real-time engagement profitability view
  • Team member assignments per engagement
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Professional Proposals

Send polished, itemised proposals with scope, fees, and terms. Clients accept digitally - no printing, no scanning, no chasing signatures.

  • Itemised scope of work with fixed-fee or hourly options
  • Branded professional PDF proposals
  • Digital acceptance with client e-signature
  • Proposal acceptance converts directly to engagement
  • Retainer and ongoing fee structures supported
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Client Portal

Give your clients a professional, branded portal to view engagement progress, access deliverables, accept proposals, and pay invoices.

  • Branded client portal with your logo
  • Engagement progress visible to clients
  • Document sharing (proposals, reports, deliverables)
  • Online invoice payment
  • Messaging between client and your team

Time Tracking & Billing

Log billable hours against engagements and turn them into invoices in one click. Track retainer balances and know when to top them up.

  • Time entries against engagements with billable rates
  • Generate invoices from time entries
  • Retainer balance tracking with burn-down view
  • Consultant billing rate management
  • Invoice on milestone, time, or retainer models

Explore proposals, engagements, and the client portal. The demo is set up for a consulting firm with active client engagements.

Open Professional Services Demo

Compliance & Safety

Compliance Built In, Not Bolted On

Every industry has compliance obligations unique to their trade and region. AxiomBlue has the regulatory knowledge built into the platform: the right certificate fields, the right regulatory bodies, the right terminology for your work.

State-Aware Regulations

Your business location determines which regulatory bodies and certificate fields appear. VIC, NSW, QLD, SA, WA, TAS, NT, and ACT are all fully supported.

Certificate Register

Every compliance certificate is stored against the relevant job. Search by date, client, certificate type, or licence number in seconds.

Expiry Reminders

Licence renewals, insurance expiry, and certification due dates are tracked and flagged before they lapse - protecting your ability to work.

Your business. Your software.

AxiomBlue adapts to how your industry works, not the other way around. Start free or explore the demo with real sample data.

Explore Live Demo

No credit card required • Free plan, no time limit • Cancel anytime