Commission complete to final fee, client review and cost library
We take off your hands: catching unbilled fee stages and extras, closing the job, preparing the client review and getting cost data into your benchmarks.
You get: a final fee account for your commission director to approve, client review actions, cost data for your benchmarks and deeds logged with their end dates.
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The problem
At the end of a job we forget the extra fees, never hold the client review, and the cost data never reaches our benchmarks.
How the steps join up
It starts when: the last deliverable on a commission is issued, such as the final certificate, final account or closing report.
Flag finished fee stages and extra work ready to invoice each month
Your team checks and decides at this step.
Spot out-of-scope work on an instruction and draft the additional fee request before the work is done
Close finished jobs in the accounts and catch late costs and unbilled income
Prepare and record the post-project review with the client
Ask satisfied clients for reviews and testimonials at the right moment
Turn the practice's old cost reports and final accounts into a searchable cost benchmark library
Your team checks and decides at this step.
Capture lessons learned at project close and make them searchable
Keep a register of deeds, warranties and bonds and when each one ends
Keep project records for Building Safety Act claim periods
What you end up with: Every fee stage and out-of-scope item is billed, the job is closed in the accounts, the client review turns into repeat-work actions, cost data reaches the benchmark library, lessons are saved, deeds are logged with their liability end dates and records are kept for the right period.
Who signs it off: Your commission director approves the final fee account, a senior cost consultant checks benchmark data and your risk partner owns the deed register.
What it needs to work
- Time and fee records by stage
- A cost report archive
- A records retention schedule
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Surveyors and cost consultants
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?