Engineering & Consulting

Built for licensed professionals who can't afford to miss a deadline

From forensic engineers to environmental consultants, Arbor keeps your cases organized, your licenses current, and your compliance airtight.

The Problem

Compliance risk grows with every disconnected system

Engineering and consulting firms face unique operational challenges. Regulatory compliance, license management, and case documentation all demand precision — but most firms still rely on a patchwork of tools that create gaps and risk.

CE credit tracking scattered across provider websites and personal records

License renewals tracked in spreadsheets with manual deadline reminders

Case files spread across shared drives, email, and physical folders

Time tracking disconnected from billing and client invoicing

Compliance requirements buried in lengthy regulatory documents

No single view connecting a case to its time entries, documents, and billing

The Arbor Solution

Cases, compliance, and billing in one place

Arbor connects your case management workflow to your compliance tracking, time entries, and client billing — so nothing falls through the cracks.

Case Management

Track every engagement from intake to close. Assign team members, manage deadlines, attach documents, and maintain a complete audit trail for each case.

CE Compliance Engine

Automatically track continuing education requirements by license type and jurisdiction. Get alerts before deadlines and maintain compliance records for audits.

License Tracking

Centralize all professional licenses for your team. Track expiration dates, renewal requirements, and jurisdictional rules in one dashboard.

AI Requirement Scanning

Upload regulatory documents and let Arbor's AI extract requirements, deadlines, and compliance checkpoints — turning dense PDFs into actionable checklists.

Time Tracking

Log time against cases and clients with one click. Support for billable and non-billable hours, approval workflows, and automatic rate calculations.

Client Billing

Generate invoices from tracked time and expenses. Support for hourly, fixed-fee, and retainer billing models with customizable invoice templates.

Modules Used

The modules that power engineering firms

Engineering & ComplianceFinancialsDocumentsTime TrackingClient Portal

Ready to streamline your firm's operations?

See how Arbor handles case management, compliance, and billing for engineering and consulting firms.

Book a Demo