Professional services
Protect the scope, judgement and evidence of every engagement.
A small practice must deliver the work while directly controlling client inputs, scope growth, fees, professional risk and records.
Operating contextThe engagement letter, professional duties, registration and insurance
Illustrative engagement
A structural engineer's fixed-fee appointment
A sole practitioner accepts design review, three inspections and regulated declarations, with stated exclusions and client information dependencies.
- Scope
- Defined deliverables, inspections, exclusions and client inputs
- Fees
- Fixed fee, stated GST basis, payment dates and suspension rights
- Practice
- Registration, insurance, competence, conflicts and confidentiality
- Records
- Advice, declarations, changes, completion and retention duties
Product proof
Nebula workspace
Engagement
A structural engineer's fixed-fee appointment
The engagement letter, professional duties, registration and insurance1 client input is overdue.
ReviewWhere it stands
Advisory work is active
2 of 4 deliverables acceptedWhat needs you
1 input
Operating data responseWho is involved
Engagement performance
Current delivery positionDelivery items
Scope, client inputs and deliveryDiscovery brief
VerifiedOperating model
ActiveOperating data response
OverdueThe engagement lifecycle
How the engagement moves through delivery.
01
Form
Accept a precise scope
The proposal, terms, deliverables, exclusions, fees, client inputs and dates are proposed for review. Registration and insurance evidence remain visible beside the authority that issued or verified them.
What stays connected
Scope, exclusion, fee, input, date and professional evidence.
02
Mobilise
Assign the client's dependencies
Design information, site access, specialist inputs and approval dates are connected to the consultant's deliverables. Questions show when missing client action affects the programme.
What stays connected
Client input, question, answer date, affected deliverable and delay risk.
03
Deliver
Keep advice with its source and acceptance
Reports, drawings, inspections and advice stay connected to their obligations. Technical judgement remains with the engineer, while the record shows delivery and client verification.
What stays connected
Deliverable, source, file, submission, response and verification state.
04
Change
Price work before the scope expands
A fourth inspection or redesign request is compared with the accepted scope. Fee and date effects are proposed before an agreed variation changes the working position.
What stays connected
Requested work, scope boundary, proposed fee, date effect and acceptance.
05
Respond
Preserve the record when an issue arises
An allegation retains the issue, advice, client information and correspondence. Insurance notification and legal response remain decisions for the professional and their advisers.
What stays connected
Issue, chronology, scope, advice, evidence and external notification duty.
06
Close
Finish delivery and continuing duties
Final deliverables, declarations, outstanding fees, record retention and post-completion responsibilities are explicit. Eligible reputation events require an independent counterparty.
What stays connected
Final acceptance, declarations, money, retained records and continuing responsibility.
One connected engagement
What Nebula keeps connected.
Connected record 01
Scope
Deliverables, exclusions, client inputs and accepted changes.
Connected record 02
Money
Fees, stated GST basis, payment state and approved extra work.
Connected record 03
Practice
Appropriate evidence of registration, insurance and continuing duties.
Connected record 04
Reputation
Eligible cross-party events contribute to a score built from verified delivery between organisations.
Delivery trust
Give capable small practices evidence that carries
Verified delivery, response and documentation help smaller practices compete on demonstrated performance. That execution record adds practical evidence alongside registration, competence and professional indemnity insurance.
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.