/Agreements
MSAs, rate cards, and terms that travel with the work.
Set the commercial relationship once. Apply it to every Work Request that sits underneath. Stop pasting the same rate card into every proposal.
What this replaces.
“Which agreement covers this work?”
Three folders deep, dated 2023.
“What rate did we agree for senior consultants?”
Different in every SOW.
“When does our MSA actually expire?”
Some Tuesday in October. We think.
“Did we ever sign that engagement?”
Email chain says yes. Signed copy says find it.
Agreements, end to end.
Create the agreement on the partner relationship
MSA or Programme Engagement. Tied to a specific partner, the commercial relationship has a home.
Set the pricing model
Fixed price, time and materials, retainer, or rate card with role-based hourly rates.
Set start, end, and value
Track duration, total value, and renewal dates. Get alerted before expiry.
Link Work Requests
Every Work Request can optionally link to a parent agreement. The commercial terms come with it.
Lifecycle
Draft → Active → Expired or Terminated. Update terms as the relationship evolves. Full version history.
The full capability list.
- MSA and Programme Engagement types
- Fixed price, T&M, retainer, and rate card pricing models
- Role-based hourly rates on rate cards
- Start, end, and value tracking
- Status lifecycle (Draft, Active, Expired, Terminated)
- One-to-many link to Work Requests
- Expiry alerts on the dashboard
- Document attachment for signed copies
- Soft-delete with restoration
- Audit log on every change
Works well with.
Set it once. Use it everywhere.
Bring one partner. Bring one MSA. See it stop being a folder problem.