Professional services
Keep the client work, the agreed fees and the changes in one place
A small practice still has to manage scope, fees and sign-offs while doing the work its clients hired it for.
The agreement and rules behind the work
The professional services agreement, delivery items, evidence and recorded decisions
Illustrative engagement
A structural engineer's fixed-fee appointment for a regulated NSW building
An engineering practice and client record design reviews and site inspections through delivery items, evidence, payment claims, variations and questions.
- Delivery
- Items, owners, dates, dependencies and evidence
- Money
- Budget, stated GST basis, payment claims and certified amounts
- Change
- Variation reason, cost impact, time impact and recorded response
- Collaboration
- Questions, answer-by dates, journal entries and attached files
Product example
Nebula workspace
Project
A structural engineer's fixed-fee appointment for a regulated NSW building
The professional services agreement, delivery items, evidence and recorded decisions1 delivery item needs evidence.
ReviewWhere it stands
Engineering services are active
2 of 4 delivery items verifiedWhat needs you
Human steer1 item
Inspection recordWho is involved
Delivery position
Current delivery positionDelivery items
Engineering delivery items and evidenceDesign review
VerifiedSite inspection
ActiveInspection record
Needs evidenceThe engagement lifecycle
How the engagement moves through delivery
01
Form
Record the agreed delivery position
Project members can upload the professional services agreement and create delivery items. Each item records its owner, counterparty and due date; an item read from the document can also show its clause reference.
What stays connected
Agreement file, item, owner, counterparty, due date and source clause.
02
Plan
Connect inputs, questions and dates
Design reviews, site inspections and requested inputs can be recorded as delivery items. Dependencies connect prerequisites to later work, while project members can add questions with an optional answer-by date.
What stays connected
Delivery item, owner, due date, dependency, question and optional answer-by date.
03
Deliver
Separate claimed delivery from verification
The item owner can claim completion and attach supporting evidence. The other project party can review the evidence and record verification or a dispute against the delivery item.
What stays connected
Completion claim, supporting evidence, acting organisation, verification or dispute.
04
Money
Record a payment claim and decision
Where the parties use a payment claim, Nebula records the claimed amount, currency, stated GST basis and supporting evidence. A member with Nebula's recorded payment authority can record the certified amount.
What stays connected
Payment claim, claimed amount, certified amount, currency, stated GST basis and evidence.
05
Change
Record a proposed services change
A variation records its description, reason, cost impact, time impact and clause reference. The other project party can place it under review and record its response, responder and effective date.
What stays connected
Variation, reason, cost impact, time impact, clause reference, response, responder and recorded effective date.
06
Report
Prepare a current engagement report
Authorised project members can generate a current engagement report from the records Nebula reads. It includes delivery items, variations, payment claims and project risks for the selected period and audience.
What stays connected
Report period, audience, source snapshot, delivery items, variations, payment claims and risks.
One connected engagement
What your engagement holds together
Delivery
Items, owners, counterparties, due dates, dependencies, current states and evidence.
Money
Budget and stated GST basis, payment claims, certified amounts and recorded status.
Collaboration
Questions, answers, journal entries, project-party messages and attached files.
History
Current engagement report, variations, risks, eligible verified item events, and the engagement archive with its audit trail and proof references.
Delivery trust
Keep eligible verified delivery history available
For verified item events, Nebula applies its eligibility rules before it can record a reputation event in an organisation's service history. A prospective client decides whether that record is relevant to a later appointment.
See how record verification worksStart with the documents that define the work
Build the delivery plan and manage the work, or talk to us about a portfolio.