ISIC section M
For professional servicesProfessional services
ISIC section M: Professional, scientific and technical activities
Consulting, engineering, legal, research and audit firms running engagements, deliverables and the time behind them.
Consulting and engineering firmsResearch institutesIndependent consultants
Next release This sector's pack (words, templates and standard indicators) is built for the next release. Today's live product uses the general words in each sector; the modules below carry their own labels.
Professional services: words, templates and indicators
Free in every plan. Next release Built and tested on the release branch, not in the live product yet. It reaches the live product with the next release.
The sector's words
The product says these instead of the general words, everywhere in the workspace.
| General word | In professional services |
|---|---|
| Project | Engagement |
| Beneficiary | Client |
| Milestone | Deliverable |
| Daily log | Time log |
Standard indicators, with their codes
This pack's templates bring their own indicators (listed under each template). The product's catalogue of 27 standard indicators from 7 published standards can be used in any sector.
Starter templates
A template brings tasks, milestones, risks and indicators with no figures in them: no amount, no baseline, no target.
Advisory engagement
An engagement with agreed deliverables, each one dated and accepted by the client.
4 tasks · 2 milestones · 2 risks
- Deliverables accepted deliverables
Feasibility study
A study run from inception report to final report, with each review recorded.
5 tasks · 2 milestones · 2 risks
- Reports accepted reports
Design and supervision assignment
Design work followed by site supervision, with visits and approvals kept.
4 tasks · 2 milestones · 2 risks · form: Site visit
- Supervision visits made visits
Site types
The places a project works at, each with its own fields. The same five types for each sector; a road section is measured by chainage.
- School
- Health facility
- Water point
- Road section
- Plot
The modules that matter most in professional services
Our suggestion, not a limit: any module can be used in any sector. Each label says what runs in the live product today. Labels checked on 14 October 2026 against the live product (the build of 8 October 2026) and the release branch.
In development
Time & Billing
Timesheets, their approval, and billable time on invoice lines.
List price $30 a month
Partly live
Planning & Schedule
The annual work plan, the activity outline and recorded progress.
Activities run today. The annual work plan is worked out by the engine but has no screen yet; its screen is built for the next release.
List price $40 a month
Partly live
Procurement & Contracts
Procurement plans, tenders to award, contracts, purchase orders and the vendor register.
Procurement plan lines and the contract screen run today. Bids, evaluation and award have no screen yet, and vendors, tenders and purchase orders are not in the live product yet.
List price $50 a month
Partly live
Finance & Books
Invoices, advances, budgets, the ledger and vouchers, and bank statement matching.
Invoices and expenditure run today, and advances in part. The books of account (ledger, vouchers and budgets) are built for the next release.
List price $60 a month
In development
People & Social
A project feed, spaces, messages and celebrations.
List price $20 a month
Included in every plan: Core Partly live Projects, activities, approval steps, risks, the audit log and the Project Book run today. Organisation structure, meetings, blockers, stage gates, lessons and the timeline are built for the next release. And the sector pack Next release.
Prices are list prices per workspace, as decided on 2026-10-12. They apply once modules can be added one by one, which comes with the next release; today the product is offered per programme, on quotation (see Pricing). A module that is not in the live product is not sold yet.
A consultancy runs a mid-term evaluation
A fictional consultancy, Ashby Associates, runs a mid-term evaluation for a water board in 12 weeks with a team of four.
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Partly live Procurement & Contracts
The engagement's contract sits on the contract screen with its award. Procurement plan lines and the contract screen run today. Bids, evaluation and award have no screen yet, and vendors, tenders and purchase orders are not in the live product yet.
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Partly live Planning & Schedule
The inception report, the field work and the final report are activities with their dates. Activities run today. The annual work plan is worked out by the engine but has no screen yet; its screen is built for the next release.
-
In development Time & Billing
Each expert's days are recorded on a timesheet, approved, and carried onto the invoice line.
| Deliverable | Due | Step |
|---|---|---|
| Inception report | Week 2 | Accepted |
| Field work | Week 8 | In progress |
| Final report | Week 12 | Not started |
Fictional organisation, places and figures. Each step carries the label of the module it uses. A step labelled Next release, In development or Planned describes the design, not today's product; a step labelled Partly live uses only the part that runs today.
Working in professional services?
Ask for early access to the sector pack and the modules above. We reply within two working days.