Subconsultant management that keep contracts and payments tidy.
One clean flow for contracts and bills. Separate subconsultant work from your own so progress and budgets stay accurate.
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“Factor keeps track of all our consultant budgets. That’s been really helpful because I was able to get rid of an entire Excel spreadsheet I used to rely on.”
Leilani Rose
100% reduction
in manual excel spreadsheets after switching to Factor.
<1 Min
for support team to answer live chats.
Know where every contract stands.
Set up contracts on each project, see original vs billed vs paid at a glance, and choose whether fees sit in fixed fee phases or pass through as reimbursables.
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Organized billing that updates itself.
Associate bills to the right project or phase and attach subconsultant invoice PDFs for client billing. Use our QuickBooks Online integration to bring bills into Factor as they’re entered in QBO and update paid status the moment they’re billed.
Unbilled made obvious, pay-when-paid made simple.
See subconsultant summaries on fixed fee and hourly invoicing so unbilled items are obvious. Use built-in pay-when-paid reporting to flag when subconsultant bills are ready to pay, so nothing gets missed.
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Understand your finances with subs connected.
View firm progress separate from subconsultants so completion and budgets aren’t skewed. Report profit by category like professional services and reimbursables or with subs included, and see which partners help or hurt quickly.
Factor’s impact on A&E firms is clear.
All metrics are based on self-reported customer data.
0hrs
saved every invoicing cycle.
000%
user adoption.
<1hr
to bill 30 projects.
1/00th
the price of Deltek.
Everything you need to get it done.
Frequently asked questions about subconsultant management
It is organizing outside partners like MEP, structural, and survey so scope, deliverables, dates, and fees are clear and tracked from kickoff to closeout.
Collect scope of work, fee and rate card, W-9, COI, and contract terms. Set deliverables, deadlines, and contacts. Share the project timeline and file standards on day one.
List each deliverable with an owner, due date, and required format. Tie it to the project phase and review dates so handoffs do not slip.
Document the change, update scope and fee, get written approval, and adjust dates. Keep an original vs current log so billing stays accurate.
Match the invoice to the approved scope, percent complete, and expense rules. Verify COI is current, note any retainage, and use pay-when-paid terms if the contract requires it.


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