Run every engagement from proposal to close-out

Engagement details live in too many places

Proposals are in Google Docs, timelines in spreadsheets, notes in email, and billing in QuickBooks. No single view shows you where an engagement actually stands.

Deliverable deadlines sneak up on you

Strategy decks, audit reports, and recommendation documents each have their own timeline. When you are juggling four clients, it is easy to miss a deliverable until the night before.

Billable hours disappear

You spend two hours on a client call, forget to log it, and eat the cost. Multiply that across a month and the lost revenue is significant — especially for solo consultants.

Client context vanishes between engagements

A client comes back six months later for a follow-up project. You cannot remember what you recommended, what they implemented, or who the key stakeholders were.

Client Management

Full engagement history for every client

Store company details, key contacts, past proposals, and notes from every meeting. When a client returns, you pick up exactly where you left off with complete context.

Project Boards

Track engagements from Discovery to Close-out

Create a visual pipeline with stages like Proposal, Discovery, Strategy, Delivery, and Close-out. See all active engagements at a glance and spot bottlenecks early.

Deliverables Tracking

Every report, deck, and document in one place

Attach deliverable files, set due dates, and track client sign-off. When the client asks for the competitive analysis from three months ago, you find it instantly.

Task Workflows

Break engagements into structured phases

Define tasks for each phase of an engagement: stakeholder interviews, data analysis, recommendation development, presentation prep. Assign owners and track progress.

Invoicing

Bill hourly, fixed-fee, or retainer — your choice

Generate invoices tied to engagement phases or time logged. Track payments against each project so you always know your outstanding receivables.

Notes

Meeting notes tied to clients and projects

Capture insights from discovery calls, stakeholder interviews, and strategy sessions. Notes live alongside the engagement, not scattered across notebooks and apps.