Manage contracts with e-signatures, convert statements of work into AI-assisted project plans, identify available resources, allocate employees and vendors, track tasks and timesheets, and prepare client invoices—all in one connected TalBoard workflow.
AI-generated plans and resource suggestions are reviewable; execution and billing depend on configured rules and approvals.
A visual operating model that connects sales, legal, project managers, HR, employees, staffing vendors, client approvers and finance—without repeatedly entering the same information.
Illustrative target workflow: approvals, e-signature integrations, AI extraction and automated invoice triggers must be configured and validated in your TalBoard environment.
Turn contractual commitments into an executable project plan and keep a traceable link between what was sold, what was delivered and what can be billed.
Maintain MSAs, NDAs, SOWs, purchase orders, amendments, contract owners, validity periods, renewal dates, billing terms and signed copies. Route agreements for electronic signatures and track signature completion.
Document version, signer, date, approval and audit evidence can be linked to the client and project record.
Upload a statement of work and use AI-assisted extraction to propose deliverables, assumptions, exclusions, skills, resource counts, milestones, acceptance criteria, dependencies and estimated effort.
A project manager reviews the generated scope before activating the project.
Prepare a project record, work breakdown structure, tasks, milestones, target dates, estimated hours and cost baselines from the approved SOW. Keep links to source clauses for scope traceability.
See which employees and consultants have matching skills, location, capacity, leave availability and current allocations. Identify bench resources, overload risks and resource gaps before staffing the project.
Recommend resources for SOW roles using required skills, available hours, dates, cost and utilization targets. Managers can approve assignments, adjust percentages or route gaps to staffing vendors.
Execute assigned work, record billable and non-billable hours, route time for approval, compare actual effort against estimates, and generate invoice drafts from approved billing events.
Select a sample SOW type to explore the suggested milestones, role requirements and available-resource matches. This preview illustrates the proposed workflow and does not process uploaded documents.
This is a front-end demonstration; it does not upload SOWs, invoke AI services or create records in TalBoard.
The right allocation depends on skills, workload, planned leave, time zone, bill rate and availability. TalBoard can present suggested matches for manager review instead of forcing teams to search spreadsheets.
Match scores and profiles are fictional. Real matching requires up-to-date employee skills, schedules and allocation data.
Compare contracted hours, planned work, available working hours, holidays and leave.
Monitor billable utilization, non-billable effort, bench time and over-allocation.
Filter by role, certifications, experience, region and client-specific requirements.
Identify staffing shortages early and prepare internal or vendor sourcing requests.
Support direct employee allocation and contract staffing in the same operating model, while keeping approvals, documentation and commercial responsibilities clear.
Swimlane represents a configurable business process, not a claim that every third-party approval or payment occurs natively in TalBoard.
Set project owners, deliverables, milestones, schedules, budget, acceptance criteria, dependencies and planned resources. Track changes against the approved SOW.
Assign tasks to named employees, contractors or teams with due dates, priority, estimates, checklists, attachments and clear ownership.
Track not started, in progress, blocked, in review and completed work. Capture comments, blockers, evidence and completion dates.
Mark eligible client work separately from internal meetings, training, administration and rework. Apply project billing rules to approved entries.
Employees submit hours against project and task codes. Managers review, approve or reject, and optionally obtain client approval before billing.
Compare estimated effort, actual labor costs, vendor charges, billable revenue and remaining budget. Identify delivery variance early.
Configure billing rules at the contract or project level, then use approved timesheets, milestones or placement periods as the basis for an invoice draft. Finance reviews the result before issue.
Demo excludes tax, discounts, expenses, currency conversion and contract-specific billing restrictions.
Client: Example Technologies LLC
Project: Digital Transformation Program
Invoice type: Time & Materials
| Line item | Amount |
|---|---|
| 128 approved hours × $100 | $12,800.00 |
| Illustrative tax / adjustments | — |
Illustrative invoice only; no actual invoice is generated or sent by this widget.
Bill approved eligible hours at agreed rates, with role or employee-specific pricing.
Prepare billing after milestone completion and documented client acceptance.
Calculate client receivables using placement terms, approved time and billing cycles.
Reconcile supplier rates and payable periods with client billing and project margin.
Give project leaders and finance teams a shared view of resource capacity, work completed, billable effort, costs and revenue—not disconnected spreadsheets.
All figures shown are sample visualization data, not actual TalBoard customer metrics.
Translate SOW deliverables into sprints, tasks, resource plans, milestones, time tracking and project billing. Monitor developer and QA utilization.
Manage client contracts, vendor consultants, assignments, rates, placement extensions, timesheets, client billing and supplier costs.
Plan consulting engagements, staff by skills, approve billable effort, manage retainers and measure project profitability.
Track retainers, campaigns, creative tasks, employee allocations, non-billable revisions, deliverables and recurring invoices.
Track project phases, specialist capacity, implementation milestones, change requests, acceptance and milestone billing.
Organize resources, project ownership, vendor relationships and reporting across business units, branches and clients.
Link signed contracts and amendments to project history.
Flag scope changes and assess effort, dates and billing impact.
Prompt owners about pending timesheets, approvals and milestones.
Separate client, vendor, project manager, employee and finance views.
Track edits, approvals, submission history and linked documents.
Surface projected overrun and low-margin work before escalation.
Capture evidence for hours, deliverables and invoice eligibility.
Support scheduled invoice drafts based on contract cycles and rules.
It is a connected system for managing client agreements, project planning, resource allocation, task execution, timesheets, approvals, billing and performance reporting from start to finish.
TalBoard can organize contract documents and signature workflows, subject to the e-signature capability or integration configured for your account. Signed SOWs can be linked to the associated project.
An AI-assisted SOW-to-project workflow can extract proposed scope, deliverables, milestones, tasks, skills and effort into a draft plan. A manager should verify extracted requirements and approve the resulting project.
Resource suggestions can be generated from employee skills, capacity, leave, current allocations and project dates when these records are complete and matching rules are configured.
AI can reduce manual planning by proposing allocations and filling draft assignments. Approval rules and exceptions remain important, particularly when skills, budget, availability or client restrictions conflict.
Tasks and timesheet entries can be categorized according to billing eligibility, allowing teams to separate client-chargeable work from internal or non-chargeable effort.
Project billing rules can use approved timesheets, accepted milestones, agreed rates and billing cycles to prepare invoice drafts for finance review and issuance.
Client contracts, vendor agreements, consultant placements, resource assignments, approvals, receivables and payables can be linked to the same engagement with appropriate permissions.
Billable utilization is commonly calculated as billable hours divided by available working hours for a defined period. Other utilization measures may include total allocated hours or productive hours.
With project costs, vendor charges and revenue recorded, teams can compare estimated versus actual spend, billing value and gross margin by project or client.
TalBoard's placement management capabilities support client, vendor and consultant relationships, commercial rates, assignment periods and related operational records. Explore the linked Placement Management page for details.
No. The interactive examples on this page use illustrative data and do not connect to a live TalBoard account. Production capabilities depend on account configuration and integrations.
Discover how TalBoard can connect contract management, AI-assisted planning, workforce allocation, project execution, timesheets and billing.
