Circumference Compass, the client suite for Circumference consulting engagements
The suite we use with clients to run consulting engagements: one place for project status, deliverables, contract documents, and messages.
One place for you and your consultants
Circumference Compass is the client suite Circumference uses to run its consulting engagements. Consultants and consulting clients work in the same suite, so the project record you see is the one the team works from.
How Compass works
From invitation to final documents, on one project record.
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Get invited to your project
Access is by invitation. Circumference staff invite the signatories named in the signed contract when the project is created; there is no self sign-up.
Signatories and guests
A signatory can approve documents and milestones, request changes, manage Project Credentials, and invite guests who share the same email domain. A guest has a read-only view of the projects they are granted and can upload to Project Files; guests cannot approve, cannot see Project Credentials, and cannot see contract documents. A project opens to its signatories once the deposit is paid.
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Follow the work
The dashboard and My Projects show each project with its progress, milestones, and latest activity. Messages with the team sit in one inbox.
What you can see
Each project shows its milestones and their status, hours used against the budget by milestone and by week, and an activity log of what has happened on the project.
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Review, approve, and close out
Signatories review deliverables and approve milestones in the portal. Change requests are priced as lines before you decide on them.
Final documents
Final documentation can be previewed in the portal at any time. It can be downloaded once you have acknowledged completion and the final invoice is paid.
What clients can do in Compass
The working parts of a consulting engagement, in one place.
Project status and milestones
See progress, milestone status, and the activity log for every project you have access to.
Review and approval
Signatories approve documents and milestones and acknowledge project completion. Guests do not approve.
Contract documents
Signatories can download the quote, statement of work, MSA, NDA, and change orders for their projects.
One message inbox
Conversations with the Circumference team are kept with the project, in a single inbox.
Project Files
Signatories and guests upload files to the project. Executable file formats are not accepted.
Project Credentials
Signatories store the credentials that give staff access to their systems, and can delete them. Secret values are kept in Azure Key Vault and are never shown to guests.
Already a consulting client?
Sign in with the account you were invited on. New to Circumference consulting? See Consulting Services to start an inquiry.