For consultants
Build client systems from one workspace
Clients, projects, proposals, days and templates in one place — and scoped access into each client's live system.
The delivery tool and the client system are usually different things
Most ISO consultants run two parallel businesses. There is the client work — documents, gap analyses, audits — and there is the practice: which client is at what stage, what was proposed, what was delivered, what has been billed.
The client work usually lives in the client's own tools. The practice usually lives in spreadsheets, a proposal template and an accounting package. Nothing connects them, so the question "where is that engagement up to" is answered by opening three things.
The consultant portal here is a practice tool that happens to sit on the same platform the clients use, which means the delivery work and the record of it are the same record.
Consultant portal
What the workspace holds
Clients
Client companies and their contacts with reference codes, so a growing book of business is a register rather than a memory.
Projects
Engagements whose status advances as the work does — accepted when a proposal is accepted, in progress when time is first booked.
Proposals
Branded proposals with a public accept link, so a client accepts without needing an account, and acceptance moves the project on by itself.
Days and approval
Day submission with a standard 7.5-hour day, day rate and estimated value, an approval workflow with the client, and an accounting export.
Your firm
Consulting firm management with a firm code, email invitations claimed at registration, and admin or member roles. Independent consultants are supported without a parent firm.
Scoped client access
Administrator-level access inside a client workspace, granted by the client, with a switch back to your own portal — plus upcoming internal audits and client external audit dates on your overview.