Referral to repeat work.
Worxley tracks referrals, scoping conversations, engagement letters and repeat work — without asking fee-earners to become CRM administrators.
Apply for Cohort 01- ReferralVia Meera, CFO networkSource on the record
- Engagement letterSigned by both parties₹6.5L · 3 milestones
- Repeat workFY26 auditPlus one new referral
The pipeline lives in partners' heads
Business development is done by fee-earners in the brief gaps between client work. Without a system built for how partners work, commercial continuity breaks.
- 01
Referrals aren't tracked: the most valuable source of new work is the least measured, so nobody knows which relationships to invest in
- 02
Scoping conversations leave no record: a partner has three calls, forms a view, and the next person to touch the client starts from nothing
- 03
Engagement letters sit in inboxes: the commercial terms of live work are in an email thread rather than against a client record
- 04
Repeat work depends on who stays in touch: the second engagement happens when someone remembers the client, not when the client is ready
A day at Iyer & Associates
Rohan Iyer, partner — one working day, from first enquiry to money in.
Referral to repeat engagement — the whole lifecycle
Following Northwind Foods — Tax advisory · via CFO network.
- 01
Referral / enquiry
Referral source and initial introduction captured at intake.
Referral loggedSource: Meera · CFO network - 02
Qualification
Consulting scope, budget range, and decision timelines confirmed.
Qualified3 entities · ₹5–7L fit - 03
Scoping
Partner scoping conversations, deliverables, and fee structure logged.
ScopingCall notes on the record - 04
Proposal / draft SOW
Engagement letter and scope boundaries prepared for client review.
SOW drafted₹6.5L · 3 milestones - 05
Review & terms
Fee terms, liability limits, and milestone schedules agreed.
In reviewPayment terms · 30 days - 06
Engagement letter signed
Both parties e-sign the engagement letter directly from the record.
Letter signedE-signed by both parties - 07
Active engagement
Milestone payment auto-generates invoice linked to client profile.
ActiveMilestone 1 of 3 invoiced - 08
Review & recency
Partner contact recency and account health signal monitored.
Check-in dueLast contact 21 days ago - 09
Repeat & referral
Dormant relationships surfaced for follow-up and next engagement.
Repeat workFY26 audit + 1 referral
What the Professional Services pack sets up
Ready on the day you sign up. Rename, change or switch off any part of it.
Filing calendars follow your country: GST, TDS and ROC in India; Forms 1040, 1120, 941 and 1099 in the US; VAT, CT600, confirmation statement and PAYE in the UK; VAT, corporate tax and annual accounts in the EU.
How industry packs work- Records
- Engagements with billable hours, WIP and a budget alert, time entries, expenses, compliance items, conflict checks, KYC checks and lists of the documents you need from each client.
- Pipelines
- Scope, proposal, negotiation and signed-engagement stages. An engagement can't get its engagement letter until the conflict check is clear or waived.
- Reminders
- Recurring filings for every active engagement, with alerts 3 days before and when overdue. Document requests and reminders to clients, and a monthly invoice for retainer engagements.
- Documents
- Engagement proposal, engagement letter, statement of work and document request list.
- Portals
- A Client Portal with engagements, filings and due dates, proposals, and the list of documents you need, which clients upload to. A Referral Partner Portal for introducers.
- Reports
- Billable hours and WIP, compliance due in 30 days, realisation by client and by service, and expenses by client.
How Worxley Works for Consulting Firms
Worxley is built deliberately lean so busy partners and consultants can maintain commercial discipline without administrative burden.
Why Consulting & Advisory Firms Choose Worxley
Partner notes live in individual notebooks, engagement letters sit in personal inboxes, and tracking dormant clients requires exporting calendar events into spreadsheets. Generic CRMs require heavy data entry fee-earners refuse to do.
Referral source, scoping notes, and engagement letters attach to the client record without administrative friction. Sign and bill from the same place the relationship lives, with AI included in the core plan.
Automation, Transparency & Use Cases
Surfacing Dormant Client Relationships
Ask Worxley AI "which clients have had no logged activity in ninety days" — replacing manual calendar cross-referencing.
Automated Partner Recency Alerts
Health signals flag accounts when partner contact recency drops, prompting timely outreach before relationships lapse.
Conflict checks before the letter
An engagement can't move to its engagement letter until the conflict check is clear or waived. In the UK and the EU, KYC checks come with a yearly review.
Tracking Referral Sources
Track where high-value enquiries originate to measure referral partner ROI and focus networking effort effectively.
Signing Engagement Letters & Deposit Invoices
Send engagement letters, capture dual e-signatures, and raise deposit invoices on the client record in one step.
Quarterly Dormant Account Reviews
Review dormant client lists quarterly with AI assistance to identify cross-selling and repeat engagement opportunities.
Questions teams like yours ask
Yes. Worxley manages both fixed-scope project engagements and recurring advisory retainers on the same client record.
Yes. Both parties review and dual e-sign engagement letters and scope agreements from the deal record with full audit records.
No. Worxley manages the commercial relationship — referrals, scoping, engagement letters, milestone billing, and account health. Time tracking stays in your practice management tool.
Minimal. Worxley is designed specifically for fee-earners, capturing referral sources, engagement letters, and contact recency automatically without data-entry regimes.
Worxley offers transparent per-user pricing with all core commercial capabilities included, starting at standard tiers with no hidden per-seat AI fees.
Still have questions? Talk to our team
You've seen a day on Worxley. Now picture it with your team.
Start with a pipeline shaped for your industry, and make it yours as you grow.