MOZAIC Core for
From first enquiry to final invoice — every engagement scoped, every hour tracked, every client reported to.
The Problem
Service firms sell outcomes, not hours — but they still have to know where the hours went. Engagements are scoped in a proposal document, delivered across email and shared drives, and reconciled at the end from memory. Nobody can say mid-engagement whether a fixed-fee project is still profitable, which deliverables are late, or what to put in front of the client at month end.
Work is quoted at a fixed price, then absorbs extra calls, revisions, and scope. Because time is never tracked against the engagement, the overrun only becomes visible once the work is delivered and the margin is already gone.
What was promised, when it is due, and whether it has shipped sits across proposals, chat threads, and personal to-do lists. When the client asks for status, someone has to reconstruct it from scratch.
Client reports are assembled manually from calendars, invoices, and memory. It takes hours, it reads differently for every account, and it is the first thing dropped when the team is busy.
How it works
A prospect submits an enquiry through the firm’s microsite. It enters the pipeline at Inquiry and moves through Qualified and Proposal, with the source attributed on the way in.
On acceptance the work opens as a service engagement — type, fee, start and due date — kept separate from any ongoing retainer. Status runs Planned to In Progress to Completed.
Deliverables and logged hours attach to the engagement as work proceeds, so an overrun is visible while there is still time to act on it — not after the invoice has gone out.
The client follows milestones in a secure branded portal, and receives a monthly report built from the same records the team already keeps, rather than assembled by hand.
Platform modules
Fixed-fee consulting, coaching, audit, and training work — scoped, dated, and tracked to completion.
What was promised, when it is due, and whether it has shipped — visible to the whole team.
Hours logged against engagements and retainers, so fixed-fee margin stays visible while the work runs.
Month-end reporting generated from live records instead of rebuilt from memory.
Ongoing monthly arrangements alongside one-off engagements, with renewal alerts.
Milestones, documents, and approvals in one secure branded space.
Inquiry to Qualified to Proposal to Active, with source attribution on every enquiry.
Service offering, team, and lead capture form — SEO-ready.
GDPR-aware by design
EU data residency
Full audit trail
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