How DuePilot Works in the Real World
Built for agencies, consultants, and the clients they serve.
DuePilot supports real professional services workflows — including agencies, contractors, and end clients — without forcing rigid models.
Built for Agencies, Consultants, and Their Clients
DuePilot adapts to real-world consulting and agency workflows — not the other way around.
Consultant
Logs time weekly
Agency
Reviews and approves
Client
Receives transparent invoices
Consultant
Logs time weekly
Agency
Reviews and approves
Client
Receives invoice
Why This Matters
Track time weekly → Never lose billable hours
Systematic weekly tracking ensures no work goes unbilled
Submit for approval → No more chasing managers
Clear submission workflow eliminates follow-up emails
Generate invoices → Get paid faster, with fewer disputes
Approved work creates transparent client invoices
The Three-Role Model
DuePilot adapts to how teams already work — supporting agencies, consultants, and end clients.
The Agency
Owns the workspace. Sets up projects and team members.
Manages approvals. Reviews consultant timesheets before billing.
Handles invoicing. Converts approved time into client invoices.
Owns the data. Full control over team and billing records.
The Consultant
Logs time weekly. Simple timesheet for projects assigned by the agency.
Submits for approval. Manager reviews and approves or requests changes.
No billing responsibility. Agency handles invoicing and client communication.
Transparent process. Sees approval status and historical records.
The End Client
Receives invoices. Clean, professional invoices based on approved time.
No account needed. Invoices can be exported, emailed, or integrated via API.
Integrates easily. Works with accounting software or manual processing.
Complete visibility. Knows work has been reviewed before billing.
The Workflow, Step by Step
From work assignment to client invoice — the complete lifecycle.
Work is assigned to a project
The agency creates a project and assigns it to one or more consultants. Each project has a rate, scope, and timeline.
Consultant logs time weekly (including backdated time)
Each week, consultants fill in their timesheet. They can enter hours retroactively, copy from previous weeks, or use templates for repeating work.
Timesheet is reviewed and approved
The agency manager reviews the submission. They can approve it immediately or request adjustments. The audit trail shows who changed what and when.
Approved time becomes an invoice
DuePilot aggregates approved timesheets into a clean, professional invoice. Multiple consultants, projects, and weeks can be combined into one invoice.
Invoice is sent to the client
The agency sends the invoice directly to the end client — either by email, integrated system, or API. No DuePilot access required.
Audit trail remains intact
Every action — entry, edit, approval, invoice generation — is logged. You can prove that work was reviewed before billing.
Built for How Teams Really Work
DuePilot adapts to your workflow — not the other way around.
Backdated entries
People log time late. That's reality. DuePilot allows consultants to enter hours retroactively — managers can still review and approve.
Approval-first billing
Approvals happen before invoicing. No surprises. No disputes. Managers protect the client relationship by reviewing work first.
Multiple contributors
Multiple consultants can work on the same project. One invoice can include time from different team members across multiple weeks.
Flexible invoicing
Invoice by project, by week, by person, or by client. One invoice for the month, or one invoice per project per week. Your choice.
Built in Collaboration with Customers
DuePilot isn't designed in isolation. We work directly with agencies, consultants, and freelancers to understand real workflows and real pain points.
Every major feature — from approval workflows to invoice generation — has been shaped by customer feedback. We actively listen to how teams use the product and what they need next.
Your feedback shapes our roadmap. If you're using DuePilot in a way we didn't anticipate, or if you need something we don't have — tell us. We evolve the product based on real usage, not assumptions.
This is how we stay relevant to actual professional services teams.
Have feedback? We'd love to hear it.
Contact us to discuss your workflow, request a feature, or share how your team uses DuePilot.
Get in TouchWho This Is For
✓ DuePilot Works Best For:
- Digital agencies
- Consulting firms
- Contractor networks
- Teams billing by time
- Organizations requiring approval workflows
→ Might Not Be the Right Fit For:
- –Teams that bill fixed projects (not hourly)
- –Organizations where invoicing is handled elsewhere
- –Solo freelancers with no approval process
- –Teams that don't need audit trails
Built on Trust and Transparency
Clear Approvals
Managers review before billing. No hidden automation. Full transparency.
Clean Audit Trail
Every change is logged. You can prove work was approved before invoicing.
Professional Services Focus
Built specifically for teams that bill clients by the hour.