Verity for consulting firms

A consulting firm sells expertise by the week. The margin leaks in the weeks nobody counted.

A consultancy has few products and many promises: a scope in a proposal, a team on a project, a deliverable on a date, an invoice at a milestone. Every one of these can drift. A consultant is on two projects at once, a client adds a workstream, a deliverable waits for sign-off, a milestone invoice goes out three weeks after the milestone. Verity gives each engagement one record with its scope, team, time, deliverables and invoices, so the firm sees drift while it can still be fixed.

Verity in one line

One system that knows every engagement, every consultant's week, every deliverable and sign-off, and every rupee billed or waiting to be billed, and tells you what needs a partner today.

See your consulting firm in Verity See the 16 problems we solve

Free: we set up a working demo of your own business, on your own data, within 7 days. You pay only if your team decides to use it.

Built for firms where the same few people sell, deliver and chase the invoice. Entry takes seconds, and most records come from work already being done.

Verity / Firm / This week

9 live engagements

Live

Utilisation, 4 weeks

68%

target 75%

Unbilled work

₹14.6 lakh

3 milestones accepted

Overdue invoices

₹22.4 lakh

5 clients

Weighted pipeline

₹58 lakh

next 90 days

Hours used against plan, live engagements

  • Retail pricing diagnostic95% of hours, 60% of scope
  • Plant operations review58% of hours, 55% of scope
  • ESG reporting set-up40% of hours, 45% of scope
  • HR policy redesign72% of hours, 70% of scope

Retail pricing diagnostic is likely to use all planned hours before the second workshop.

Review scope
  • Milestone 2 accepted 3 Oct, no invoicePlant operations review, ₹4.5 lakhInvoice
  • Two consultants over 100% next weekAnil and RituRestaff

Illustrative screen with sample figures. Yours is set up with your own engagements, utilisation, deliverables, billing and pipeline.

How it runs today

Most consulting firms are strong on thinking and light on the machinery behind it.

The work is varied: strategy, operations, finance, HR, technology, sustainability, market entry. Each engagement has a scope, a team, a plan and a fee. The commercial shape is always the same: sell, staff, deliver, bill, collect.

In small and mid-sized firms, those five steps are held together by the partners. The pipeline is in their heads, the staffing is on a spreadsheet, the status of each project is a call, and milestone invoices go out when someone remembers.

The market is crowded and priced hard. One research estimate puts India's management consulting market at about USD 8.2 billion in 2025, and says IT services majors can undercut pure-play firms by 20 to 30 percent while clients increasingly accept outcome-based fee clauses. A small firm has little margin to waste.

What most consulting firms run on

  • Partners' memory and a pipeline sheet
  • Excel for staffing and timesheets
  • Word and PowerPoint for proposals and deliverables
  • Email and WhatsApp with clients
  • The accountant's sheet for invoices

Each one is fine for its job. None of them tell the partner, early, that a project has used 80 percent of its fee at 50 percent of its scope.

16 problems, one by one

Where a consulting firm actually loses margin and time.

These are the situations partners and engagement managers describe again and again. For each one: what it looks like on an ordinary day, what it costs, and what Verity does about it.

  1. 01Pipeline

    Proposals sent and then forgotten

    What it looks like

    A proposal went to a manufacturing client three weeks ago. The partner thought the associate was following up. The associate thought the partner would call.

    What it costs you

    Large engagements are won on follow-up as much as on content. A proposal with no next step is a project quietly lost to a faster competitor.

    How Verity fixes it

    Each opportunity is a record with the client, the contact, the fee, the stage and the next step with an owner and a date. Verity shows opportunities with no recent activity and creates a follow-up task. Partners still make the call.

    See the screen
  2. 02Engagements

    Scope in the proposal is not the scope in the project

    What it looks like

    The proposal said three stakeholder workshops and one report. The client now expects six workshops, a dashboard and a board presentation, and the team has agreed to each in a meeting.

    What it costs you

    Unpaid work and a team that is tired by the middle of the project. Scope creep is a common complaint in consulting, and the more the firm says yes, the harder a later yes-or-no becomes.

    How Verity fixes it

    The engagement record holds the agreed scope, the fee and the plan. Extra requests are logged as scope changes with hours estimated and a decision: accept, charge or decline. Verity shows hours against scope so the partner sees creep early.

    See the screen
  3. 03Engagements

    Project status is a phone call

    What it looks like

    Ask three engagement managers where their projects stand and you get three sentences. One project is amber, but no one has written down why.

    What it costs you

    Problems reach the partner after the client has noticed. Decisions about staffing and escalation come late.

    How Verity fixes it

    Each engagement shows a status, milestones, risks and the next client touchpoint, updated by the manager in a minute. The partner's board shows all engagements by status, with the ones that slipped first.

    See the screen
  4. 04People

    Consultants double-booked or on the bench

    What it looks like

    One consultant is promised to two projects in the same fortnight. Another has had no billable work for three weeks, but nobody noticed because the staffing sheet is a month old.

    What it costs you

    Missed commitments on one side and unpaid time on the other. A bench week is a cost that no client will ever pay.

    How Verity fixes it

    Each person's allocation across engagements is a plan with dates and percentages. Verity highlights over-allocation and open capacity for the next eight weeks, so the partner staffs new work and fixes conflicts before they hurt.

    See the screen
  5. 05People

    Utilisation known only at year end

    What it looks like

    The partners suspect that the firm's billable share is low, but the data is in timesheets that were filled in at the end of each month, if at all.

    What it costs you

    Hiring, pricing and bench decisions are made without knowing how many hours were actually sold. Example arithmetic: a team of 10 with a utilisation 8 points lower than planned loses about 320 hours a month, or about ₹8 lakh at ₹2,500 an hour.

    How Verity fixes it

    Staff log time against engagements in a few taps. Verity shows billable and non-billable hours per person and per engagement, against plan, every week.

    See the screen
  6. 06Money

    Fixed-fee projects that quietly run at a loss

    What it looks like

    A ₹12 lakh fixed-fee diagnostic was planned at 400 hours. By week 6 it has used 380 and the client wants a second phase "to wrap up".

    What it costs you

    Margin disappears one extra week at a time. Example arithmetic: 150 extra hours at an internal cost of ₹1,500 an hour is ₹2.25 lakh of unpaid work.

    How Verity fixes it

    Fee, planned hours, hours used and cost to date sit on the engagement. Verity warns the manager at the thresholds you set, such as 70 percent of hours used with 50 percent of milestones done.

    See the screen
  7. 07Money

    Milestone invoices raised weeks late

    What it looks like

    The inception report was accepted on the 3rd. The invoice went out on the 28th because the associate was waiting for a PO number and the partner was travelling.

    What it costs you

    Cash arrives a month later than it should. For a firm with 15 clients, that is a permanent working capital gap.

    How Verity fixes it

    Each milestone is linked to a deliverable and an invoice amount. When the deliverable is marked accepted, Verity creates an invoice task for the engagement manager with the amount, PO details and contact. The firm raises the invoice; Verity tracks it.

    See the screen
  8. 08Money

    Receivables chased from memory

    What it looks like

    A client is 80 days past due. The last reminder was a polite message eight weeks ago. The partner is reluctant to chase because he is also pitching for the next project.

    What it costs you

    Cash tied up, and an uncomfortable conversation delayed until it is bigger. Under Section 43B(h), a buyer who pays a micro or small enterprise late may lose the tax deduction for that year, so your client may care more than you think, if you are registered as a micro or small enterprise.

    How Verity fixes it

    Verity ages invoices by client, shows the agreed payment terms and creates follow-up tasks for the right person with the history of earlier reminders. Whoever chases is not the person who has to sell.

    See the screen
  9. 09Deliverables

    Deliverables with no owner and no version

    What it looks like

    The final deck exists as "final_v6", "final_v6_partner" and "final_v7_client_changes". A reviewer edits the older one. The client receives the wrong version.

    What it costs you

    Rework, an embarrassing correction and a partner's last-hour review.

    How Verity fixes it

    Each deliverable is a record with an owner, a due date, a version history and a state: draft, in review, with client, accepted. Verity shows who is holding it and flags the ones that are late.

    See the screen
  10. 10Deliverables

    Client sign-off that drifts

    What it looks like

    A draft report sits with the client's CFO for three weeks. The project plan assumed two days. The team has nothing to do and the next milestone slips.

    What it costs you

    Delayed milestones mean delayed invoices, and a team that costs money while waiting.

    How Verity fixes it

    Each deliverable has a client reviewer and a review date. Verity shows items waiting on the client and for how long, so the engagement manager can escalate with facts. The next milestone date moves visibly.

    See the screen
  11. 11Knowledge

    Knowledge locked in individual laptops

    What it looks like

    A senior consultant built a pricing model for a retailer last year. A new project in the same sector starts from scratch because nobody knows it exists.

    What it costs you

    Hours spent redoing work, inconsistent quality and weaker proposals.

    How Verity fixes it

    Reusable material, such as templates, frameworks, benchmarks and past reports, is stored as records tagged by sector and topic with permissions for client confidentiality. People search and find it, with the engagement it came from.

    See the screen
  12. 12Compliance

    Confidentiality across clients

    What it looks like

    A team member working on two competing clients has access to both folders. A shared drive link meant for one client is forwarded to another.

    What it costs you

    A breach of an NDA is a serious loss of trust, and in a small market, a reputation problem. The Digital Personal Data Protection Rules, notified in November 2025, add duties for personal data when most provisions apply about 18 months later.

    How Verity fixes it

    Access to an engagement and its documents follows the team on it. A conflict flag shows when one person is on competing clients, and every document view is logged.

    See the screen
  13. 13Money

    Expenses and subcontractors that are not billed back

    What it looks like

    Flights, a research subscription and an associate consultant's invoice are paid by the firm. Some are billable under the contract and some are not. The list is on three emails.

    What it costs you

    Recoverable costs that are never recovered, and margins that look better than they are until the accounts are closed.

    How Verity fixes it

    Each expense and subcontractor invoice is recorded against an engagement with a billable flag. Verity shows unbilled recoverable costs by client and adds them to the next invoice task.

    See the screen
  14. 14People

    Hiring decisions based on a hunch

    What it looks like

    The firm is busy, so the partners decide to hire two analysts. A quarter later the pipeline is thin and the new hires are on the bench.

    What it costs you

    A salary line that does not match the work. In a firm of 12, two idle people is a visible dent.

    How Verity fixes it

    Verity shows the signed pipeline, the probability-weighted pipeline and the capacity for the next quarter on one screen, so hiring follows work that is likely to come.

    See the screen
  15. 15Clients

    Repeat clients not noticed

    What it looks like

    A client you did a diagnostic for in March is now planning a rollout. Nobody has been in touch, and another firm has been called in.

    What it costs you

    The cheapest business a consulting firm wins is its own past clients.

    How Verity fixes it

    Each client has a relationship record with engagements, contacts, outcomes and the next touchpoint. Verity lists past clients with no contact for your set number of months and creates a task for the partner who knows them.

    See the screen
  16. 16Owner

    The partner cannot see the whole firm

    What it looks like

    At the monthly partner meeting, every partner reports their own projects. Nobody has a combined view of margin, utilisation, receivables and pipeline.

    What it costs you

    Decisions about hiring, pricing and which clients to chase are argued, not read from a page.

    How Verity fixes it

    The owner's screen shows engagements by status and margin, utilisation, unbilled work, receivables and pipeline, live from the records the team already updates.

    See the screen

The numbers behind it

The numbers that make these problems worth fixing.

From published sources, with the source named under each figure. Your own numbers will differ, and showing you yours is the first thing Verity does.

  • USD 8.17 billion

    estimated size of India's management consulting services market in 2025, forecast to grow at about 12.7 percent a year from 2026 to 2031.

    Mordor Intelligence, 2026

  • 20 to 30%

    the amount by which IT services majors can undercut pure-play consulting firms using delivery-centre scale, according to the same report. Clients also increasingly accept outcome-based fee clauses.

    Mordor Intelligence, 2026

  • 45 to 50%

    the estimated share of 2025 revenue held by the top ten firms, so most smaller firms compete in what is left.

    Mordor Intelligence, 2026

  • 45 days

    the longest credit period generally allowed under a written agreement when buying from a micro or small enterprise, with 15 days if there is no agreement. Late payment generally defers the buyer's tax deduction to the year of payment, from 1 April 2024.

    ClearTax, Section 43B(h), 2026

The market size and fee-pressure figures come from a market research publisher's estimate, not audited accounts. The payment rule is summarised from a tax-help site; confirm it with the Act and your adviser. No reliable utilisation or margin benchmark for Indian boutique consultancies was found, so none is quoted.

What you will actually see

The screens you would use every day.

Six views, each built for one job. Names, columns and terms are set up in your firm's own language.

Screen 1 of 6

The managing partner's view

Engagement status and margin, utilisation, unbilled work, receivables and pipeline on one screen, with the items that need a partner listed below. It replaces the monthly meeting where each partner reports separately.

Fixes

  • 16 The partner cannot see the whole firm

Verity / Firm / This week

9 live engagements

Utilisation, 4 weeks

68%

target 75%

Unbilled work

₹14.6 lakh

3 milestones accepted

Overdue invoices

₹22.4 lakh

5 clients

Weighted pipeline

₹58 lakh

next 90 days

Hours used against plan, live engagements

  • Retail pricing diagnostic95% of hours, 60% of scope
  • Plant operations review58% of hours, 55% of scope
  • ESG reporting set-up40% of hours, 45% of scope
  • HR policy redesign72% of hours, 70% of scope

Retail pricing diagnostic is likely to use all planned hours before the second workshop.

Review scope
  • Milestone 2 accepted 3 Oct, no invoicePlant operations review, ₹4.5 lakhInvoice
  • Two consultants over 100% next weekAnil and RituRestaff

Screen 2 of 6

From proposal to signed work

Every proposal with its fee, stage, next step and owner. Opportunities with no recent activity are flagged. Past clients with no contact are listed so the cheapest work is not missed.

Fixes

  • 01 Proposals sent and then forgotten
  • 14 Hiring decisions based on a hunch
  • 15 Repeat clients not noticed

Verity / Pipeline

Open opportunities

Proposal sent2

  • Supply chain review, Kapoor Foods₹18 lakh, sent 21 days agoFollow up
  • Pricing study, Zenith Retail₹9 lakh, sent 6 days agoWaiting

Negotiation1

  • ESG roadmap, Rao Cement₹24 lakh, scope under discussionPartner call

Signed1

  • HR policy, Lotus Hospitals₹11 lakh, starts 3 NovStaff
  • Past client, no contact in 7 monthsMehra Auto Components, diagnostic in MarchReach out
  • Capacity next quarter2 consultants free from 15 DecPlan

Screen 3 of 6

Scope, hours and status for each project

Each engagement with its fee, planned hours, hours used, milestones and status. Scope changes are logged with a decision, so extra work is accepted, priced or declined on purpose.

Fixes

  • 02 Scope in the proposal is not the scope in the project
  • 03 Project status is a phone call
  • 06 Fixed-fee projects that quietly run at a loss
  • 12 Confidentiality across clients

Verity / Engagements

Live projects

EngagementFeeHours usedMilestonesLeadStatus
Retail pricing diagnostic₹12 lakh fixed380 of 4002 of 4NehaOver pace
Plant operations review₹15 lakh fixed290 of 5002 of 4VikramOn track
ESG reporting set-up₹9 lakh fixed160 of 4001 of 3AnilOn track
HR policy redesign₹11 lakh fixed310 of 4302 of 3RituWatch

Retail pricing diagnostic

Zenith Retail, 10 weeks, 4 milestones

Agreed scope
3 workshops, 1 report
Requested
6 workshops, dashboard, board deck
Hours estimate for extras
120
Decision
Pending
  1. 12 OctClient asked for dashboard in call
  2. 5 OctWorkshop 3 held
  3. NoteClient reviewer: CFO, slow on sign-off

Screen 4 of 6

Who is on what, and who is free

Each person's allocation across engagements by week, with over-allocation and free capacity marked. Logged time sits beside the plan, so utilisation is known every week.

Fixes

  • 04 Consultants double-booked or on the bench
  • 05 Utilisation known only at year end

Verity / Staffing and utilisation

Next 8 weeks

PersonThis weekNext weekWeek +44-week useStatus
Neha, Manager100%100%60%82%Full
Anil, Consultant120%110%40%79%Over
Ritu, Consultant110%100%70%74%Over
Arjun, Analyst40%30%0%41%Bench
Divya, Analyst80%80%80%72%On track

Billable share of logged hours, last 4 weeks

  • Billable on client work68%
  • Proposals and pipeline14%
  • Internal and training11%
  • Bench7%

Screen 5 of 6

Drafts, reviews and client sign-off

Every deliverable with its owner, version and state, and how long it has been with the client. A reusable template or benchmark is a record too, tagged by sector and kept with its confidentiality rules.

Fixes

  • 09 Deliverables with no owner and no version
  • 10 Client sign-off that drifts
  • 11 Knowledge locked in individual laptops

Verity / Deliverables

Open deliverables

DeliverableEngagementOwnerVersionStateStatus
Pricing reportRetail pricingNehav4With client 11 daysChase CFO
Plant benchmarking deckPlant operationsVikramv2In reviewPartner review
ESG data templateESG set-upAnilv3With client 2 daysWaiting
Policy handbook draftHR redesignRituv1DraftDue 20 Oct
  • Partner review of benchmarking deckVikram, due 17 Oct
  • Client references removed from templateAnil, done 9 Oct
  • Template saved to sector library, retailNeha, due 25 Oct

Screen 6 of 6

Milestones, invoices and expenses

Every accepted milestone with its invoice, payment terms and status, plus expenses and subcontractors that can be billed back. Accepted milestones with no invoice are the first thing shown.

Fixes

  • 07 Milestone invoices raised weeks late
  • 08 Receivables chased from memory
  • 13 Expenses and subcontractors that are not billed back

Verity / Billing

This quarter

ClientMilestoneAmountAcceptedInvoiceStatus
Rao CementInception report₹4.5 lakh3 OctNot raisedInvoice
Zenith RetailWorkshop phase₹3.0 lakh20 SepRaised 22 SepOverdue 24 days
Lotus HospitalsKick-off₹3.3 lakhNot yetPlanned 3 NovPlanned
Kapoor FoodsFinal report₹6.0 lakh28 AugRaised 30 AugOverdue 47 days
  • Flights and hotel, Plant operations₹86,400, billable under contractAdd to invoice
  • Associate consultant, ESG data₹1.2 lakh, passed through at cost plus 10%Bill back

Illustrative screens with sample data. Layouts, fields, names and terms are set up around how your consulting firm works.

An ordinary day

The same Thursday in a project-heavy month, before and after.

What changes is not the consulting. It is that scope, time, deliverables and invoices are on the same record.

WhenTodayWith Verity
9:00 TodayThe partner opens email and a sheet to see who is on which project. With VerityThe staffing screen shows two people over-allocated next week and one on the bench, with a suggested swap.
11:30 TodayA client asks for a dashboard in a workshop and the team says yes. With VerityThe manager logs a scope change with an hours estimate and sends a short note on how it will be handled. The partner decides.
2:00 TodayA draft report sits with the client for a third week and nobody has counted. With VerityThe deliverables screen shows 11 days with the CFO and prompts an escalation call.
4:30 TodayA milestone is accepted by email and the invoice waits for someone to remember. With VerityAccepting the milestone creates an invoice task with amount and PO details.
6:00 TodayA partner finds out at the end of the week that a project has used its hours. With VerityThe engagement warned the manager at 70 percent of hours, two weeks ago.
Month end TodayReceivables are chased from memory and the bench is a surprise. With VerityThe overdue list has reminder histories, and utilisation was visible every week.

How we work with you

We set it up with you, in four weeks.

You do not get a login and a manual. We sit with your partners and managers through a real project week, build Verity around how you sell, staff and bill, bring your data in, then stay on.

  1. Week 1

    Discovery and mapping

    What we do
    Sit with a partner, two engagement managers and whoever raises invoices. Follow one engagement from proposal to final invoice, and note where scope, time, deliverables and money are held today.
    What we need from you
    Two to three hours of a partner's time and an hour from each manager. Your pipeline sheet, two recent proposals, staffing sheet and invoice tracker.
    What you have at the end
    A written map of how your firm works: service lines, engagement types, fee models, staffing rules, deliverable stages and the first gaps we will close.

  2. Weeks 2 to 3

    Configuration

    What we do
    Set up engagement templates by service line, scope and change logging, milestone and fee structures, time codes, utilisation targets, deliverable states, billable expense rules, conflict flags and permissions for partners, managers, consultants and finance.
    What we need from you
    Review the setup with one partner and two managers. Tell us where a stage, a fee model or a rule is wrong.
    What you have at the end
    A working Verity with your engagement types, fee models and staffing rules, ready for your data.

  3. Weeks 3 to 4

    Migration and training

    What we do
    Bring in your pipeline, live engagements with scope and milestones, staffing plan, open invoices and clients from the sheets and files you use. Train partners, managers and consultants on their own screens during real work.
    What we need from you
    Your pipeline and staffing sheets in whatever form they exist, and a check of each live engagement's scope and fee. An hour with each role.
    What you have at the end
    Your live engagements, people and invoices inside Verity, and a team that has logged a week of time on it.

  4. After go-live

    Operations partnership

    What we do
    Stay on after launch. Review the first months of utilisation, margin and receivables with you, tune the thresholds and stages, and handle changes when you add a service line, a partner or an office.
    What we need from you
    A short monthly review with the managing partner.
    What you have at the end
    A system that keeps matching how the firm runs, with someone responsible for it.

Bring these on day one

  • Your pipeline sheet and two recent proposals
  • Staffing plan and last three months of timesheets
  • List of live engagements with scope, fee and milestones
  • Open invoices and payment terms by client
  • Standard contract and fee model templates

Your time

About 10 to 12 hours of a partner's time across the four weeks, mostly in week 1. Managers and finance need a few more.

After go-live

Nobody is hired to run Verity. Time, scope changes and milestones are recorded as part of work the team already does.

Verity AI

Ask your firm a question. Get an answer, not a report to build.

Verity AI reads your own engagements, time, deliverables and invoices, and only what the asker is allowed to see. Ask in plain language, then turn the answer into tasks.

  • Your records only Answers come from your own consulting firms data, not from generic knowledge.
  • Right person, right view It only shows what the person asking is allowed to see.
  • Turns into action An answer can become a task assigned to a named person.

Verity / Ask

Which engagements have used more than 80 percent of hours with less than 70 percent of milestones done?

Two. The retail pricing diagnostic is the furthest ahead of its scope.

  • Retail pricing diagnostic95% hours, 60% scope
  • HR policy redesign72% hours, 70% scope (watch)

Create a scope review task for each lead

Verity / Ask

Which accepted milestones have no invoice?

Two, worth ₹7.5 lakh. The older one was accepted on 3 October.

  • Rao Cement inception report₹4.5 lakh
  • Plant operations phase 1₹3.0 lakh

Create invoice tasks for the engagement managers

Verity / Ask

Who has capacity from December and what are we likely to win?

Two consultants are free from 15 December. Weighted pipeline is ₹58 lakh over 90 days, enough to staff both if Rao Cement closes.

Draft a staffing plan for partner review

Sample questions and answers with illustrative figures.

Without chasing

The follow-ups nobody has time to make.

Set once, then they run from your records. Partners still speak to clients; Verity makes sure the right person knows what to do.

When

A proposal has no activity for your set number of days

  • Flagged on the pipeline
  • Task to the owner with the last contact
  • Outcome recorded: won, lost or paused

When

Hours used reach your threshold against scope done

  • Warning to the engagement lead
  • Scope review task created
  • Partner shown on the dashboard

When

A deliverable is with the client beyond the planned days

  • Marked as waiting on client
  • Escalation task to the manager
  • Milestone date shown as at risk

When

A milestone is marked accepted

  • Invoice task created with amount and PO details
  • Recoverable expenses listed
  • Status tracked until paid

When

An invoice passes its due date

  • Added to the follow-up list
  • Task to the person who is not selling
  • Reminder history kept on the invoice

When

A person is over-allocated in any coming week

  • Alert to the partner staffing the work
  • Free capacity listed
  • Change recorded on the plan

Rules and paperwork

The rules a consulting firm has to keep up with.

Verity does not give legal or tax advice and does not file anything. It keeps the records these rules depend on in order, so you are not searching when a client, an auditor or an authority asks.

  • Payment terms and the MSME rule

    What is expected

    Where a buyer purchases from a micro or small enterprise, payment is generally due within 15 days, or the agreed period up to 45 days under a written agreement. Late payment generally defers the buyer's tax deduction to the year of payment, from 1 April 2024. This matters if you are a registered micro or small enterprise or if you buy from one, such as an associate consultant.

    How Verity helps

    Each client and subcontractor has its terms on the record, and invoices age against them.

    ClearTax, Section 43B(h), 2026

  • Data protection

    What is expected

    The Digital Personal Data Protection Rules were notified on 13 November 2025, with most duties due about 18 months later. If you handle personal data for clients, such as employee records in an HR project, check with your adviser how the rules apply.

    How Verity helps

    Engagement documents have permissions by team, and every view and change is logged.

    Mondaq, 2025

  • Client contracts and confidentiality

    What is expected

    Consulting work is usually governed by an engagement letter, a statement of work and a non-disclosure agreement. Terms on ownership, liability and confidentiality differ for each client.

    How Verity helps

    The signed agreements are stored on the engagement with their key dates, and team access follows the NDA.

  • Tax on professional fees

    What is expected

    Fees are generally subject to GST and clients may deduct tax at source. The details depend on your registration and your client.

    How Verity helps

    Invoice tasks carry the details your accountant needs. Your accountant prepares returns and Verity files nothing.

Rules change and depend on your firm's structure and your clients. Confirm current requirements with your accountant and legal adviser.

Who sees what

Everyone sees the same records, through their own window.

A consultant should not see other people's pay or another client's folder. Each role opens on what it needs.

  • Managing partner

    Is the firm profitable, busy and getting paid?

    Margin by engagement, utilisation, unbilled work, receivables and pipeline.

  • Partner

    How are my engagements and my pipeline?

    Own engagements, scope changes, deliverables with the client, proposals and past clients to call.

  • Engagement manager

    What is on track and what is slipping?

    Hours against scope, milestones, deliverables, risks and team capacity.

  • Consultant or analyst

    What am I on this week?

    Own allocations, tasks, deliverables and time entry.

  • Finance

    What can I bill and what is owed?

    Accepted milestones, billable expenses, invoice status and ageing.

Straight answers

What changes, and what stays the same.

Keep using

  • Word, PowerPoint and Excel for your deliverables.
  • The accounting software your finance person uses. We agree during setup how data reaches Verity.
  • Email and WhatsApp for clients. Staff reply
  • Verity tracks who owes a reply.
  • Your proposal and contract templates.

Verity does not

  • Write your proposals or deliverables.
  • Send invoices or reminders to clients on its own.
  • Run payroll or file returns.
  • Replace the partner's judgement on scope, price or staffing.

We bring your pipeline, live engagements, staffing plan, open invoices and client list across from the sheets and files you use now, in stages, so projects keep moving while it happens.

  • Excel
  • Google Sheets
  • Legacy ERP
  • CRM
  • One operating environment

Questions

Questions consulting partners ask.

We are a firm of eight. Is this too much?

A small firm feels every unbilled week. We set up only what you need, in the same four weeks, and leave out what you do not.

Will my consultants actually log time?

Only if it takes seconds, so we set it up as a few taps per day against the engagements they are on, with a short list of codes. We start with what matters and add detail later.

Does Verity write proposals or reports?

No. You keep using Word and PowerPoint. Verity holds the fee, scope, versions, reviewers and states around them.

How does it help with scope creep?

The agreed scope and hours sit on the engagement. Extra requests are logged as changes with an hours estimate, and the partner decides to accept, charge or decline. Hours against scope are visible all the time.

Can it handle fixed-fee, time-and-materials and retainer work in one place?

Yes. Each engagement has its own fee model, and the same screens compare fee, hours and cost for all of them.

Can it keep clients' work confidential from each other?

Access follows the engagement team. A conflict flag shows when one person is on competing clients, and views are logged.

Does it send invoices?

No. Verity creates the invoice task with the amount and details, and your finance person raises the invoice. It tracks the status until payment.

Who can see my data?

Only the people you allow. Access is set by role and engagement, and every change is recorded with who made it and when.

How soon will I see something useful?

The pipeline, unbilled milestones and receivables need only your existing data, so we aim to have them first. Utilisation becomes reliable after a few weeks of logged time.

What does it cost?

It depends on the number of people and what you want set up. Message us and we will give you a clear number after a short conversation about how your firm runs.

Where the figures come from

Sources

  1. Mordor Intelligence, 2026
  2. ClearTax, Section 43B(h), 2026
  3. Mondaq, DPDP Rules 2025, 2025

Last checked 15 October 2026. Published figures vary by region and method, so treat them as indicative, not as a promise of your results.

Start with the milestones you have not invoiced.

Tell us how your firm runs and we will show you the unbilled milestones, the engagements running past their hours and the idle weeks it would find, using your own numbers.

Get your free demo Email us

Free: we set up a working demo of your own business, on your own data, within 7 days. You pay only if your team decides to use it.