Where engagement control turns into profit.
Perfect for digital agencies, design studios, architects, engineering firms – any professional services firm where project control matters.
Advisory work wins on utilisation, scope control, and clean billing. But most teams still stitch together engagement delivery across documents, spreadsheets, time tools and accounting. Sam keeps Jobs, time, costs, approvals and billing connected so leaders can protect margin and teams can deliver without admin noise.
Built for your teamBuilt for the people inside the engagement
Partners and Directors
See utilisation, margin signals, and delivery health without chasing updates.
Engagement Leads and Practice Managers
Keep scope, resourcing, and profitability aligned across multiple client engagements.
Consultants and Analysts
Log time quickly and clearly against the right engagement work, without friction.
Ops and Finance
Get cleaner billing inputs and fewer gaps before invoices flow into Xero or QuickBooks.
Engagement setup that stays clean through billing
Sam treats engagements as structured Jobs so scope, tasks, time, and costs stay connected from day one. When your work starts from a quote, proposal, or scope document, Sam helps keep the handover clean so delivery does not begin with missing detail and billing does not end with guesswork. You get a clearer engagement backbone that supports consistent delivery and consistent invoicing.
Better timesheets, stronger utilisation, calmer planning
Timesheets are the engine of advisory profitability. Sam makes it easier for consultants to capture time accurately, while giving leaders visibility into utilisation and capacity across the team. That means you can plan weeks ahead, spot overload early, and protect margins before they leak through unrecorded time or poor resourcing.
Billing confidence without write-off chaos
Sam helps you bring billing inputs together in a clean pre-invoice review – approved time, approved costs, and clear notes where needed. Approvals keep sensitive items controlled, and the workflow reduces the back-and-forth that leads to missed billables or rushed invoices. When ready, invoices can flow into Xero or QuickBooks so finance stays aligned with delivery.
Why SamWhy consulting and advisory firms are choosing Sam
Advisory firms pick Sam when they want profitability and utilisation discipline – without burdening consultants with heavy admin.
Utilisation visibility leaders can act on
Sam helps leaders see capacity pressure and utilisation patterns early. That supports better resourcing decisions and fewer last-minute fire drills.
Cleaner billing inputs, fewer write-offs
When time and costs are captured properly and reviewed before invoicing, you avoid missing billables and reduce painful write-offs. Billing becomes a controlled workflow, not a monthly debate.
Engagement governance that fits the client
Some clients need strict approvals, others need speed. Sam supports both within the same firm, keeping delivery smooth while protecting margin.
Ready to run engagements with margin confidence?
Start a free trial or book a demo. We'll map Sam to your engagement workflow – with timesheets, utilisation, approvals, and invoice-ready billing that connects to Xero or QuickBooks.
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Frequently asked questions
No. Sam is built for any service firm delivering client work and billing for it.
No. Sam is designed to connect to a proper accounting system. Invoices and financial workflows should live in Xero or QuickBooks.
Yes. Firms often mix fixed-fee, recurring, and time-based work. Sam's controls and billing workflow are built for flexible delivery models.
Sam aims to remove friction from time capture and make it feel useful, not punitive.