For consultants
Run a consulting practice without a back office
Track inquiries, send proposals, deliver engagements and invoice on time, with one workspace that remembers everything about each client.
Sound familiar?
What slows consultants down
Proposals written from scratch
Every new inquiry means rebuilding the same document in a word processor and hunting for the last rate card.
Delivery lives in email
Decisions, files and deadlines are scattered across threads, so status updates take an hour to write.
Invoices go out late
Billing waits until there is time to reconstruct what was delivered, which means cash arrives later than it should.
The workflow
From inquiry to payment, in your language
Each step reads from the one before it, so the detail entered at the start is the detail on the invoice.
- 01
Inquiry logged
A prospect's request becomes a lead with a next action.
CRM & CustomersEarly access - 02
Proposal sent
Build the proposal from a template and your rate card; track when it is opened.
Documents & QuotationsEarly access - 03
Engagement planned
Acceptance creates the engagement with phases and the agreed budget.
ProjectsEarly access - 04
Work tracked
Tasks and time are logged against the engagement.
TasksEarly access - 05
Invoice raised
Bill a phase or a period of time without retyping scope.
InvoicingEarly access - 06
Next actions surfaced
Ask the assistant what needs attention this week.
AI AssistantEarly access
An illustration
Example: a three-person strategy consultancy
Illustrative scenario. The firm runs six engagements at a time. Proposals, delivery notes and invoices were spread across a document folder, a spreadsheet and an inbox.
With one workspace, a new inquiry moves from proposal to invoice without re-entering client details, and the weekly status update is drafted from real milestones.
Modules used
What this workflow is built from
FAQs
Questions from consultants
Your entire business. One intelligent workspace.
One intelligent workflow, from customer inquiry to payment.
Request Early Access