For consultants and advisory firms
Engagements and retainers, billed on schedule.
The discovery call is a booking. The engagement is a job with deliverables as tasks. The retainer bills in installments instead of a monthly reminder to yourself.
Built for consulting
Stop stitching your business together
Engagements as jobs
Deliverables become tasks with dates, tracked on a list or a Gantt view across the engagement.
Retainer installments
Bill a retainer as scheduled installments with pay links, and let reminders chase the late ones.
Documents with the client
Proposals, reports, and decks share by link from the engagement rather than a mail thread.
One connected workflow
- 1.
Discovery call booked
The prospect picks a time and answers your qualifying questions.
- 2.
Proposal as a quote
Send the scope and pricing as a quote they can accept.
- 3.
Engagement tracked
Deliverables run as tasks with owners and dates.
- 4.
Retainer billed
Invoice the installments on schedule, with reminders behind them.
Everything you need, focused on advisory work
Client record
Proposals, engagements, and invoices stay on one profile across the relationship.
Deliverable tracking
See what is due and who owns it without a status meeting.
Document sharing
Share reports by link and keep versions with the engagement.
Financial tracking
Retainer income posts to the ledger so recurring revenue is visible.
Ready to bill the retainer on schedule?
Book a 15-minute demo and we will walk through a discovery call, the engagement, and the billing.