for consultants.

Client Communication

Managing multiple client relationships, keeping everyone updated on project progress, and handling urgent requests can be overwhelming. You want to focus on delivering value, not managing communication.

Project Tracking

Keeping track of project timelines, deliverables, and milestones across multiple clients requires constant attention. Manual tracking takes time away from your core consulting work.

Invoice Management

Creating professional invoices, tracking payments, and following up on overdue accounts can be time-consuming and awkward. You want to focus on consulting, not chasing payments.

Client Portal

Professional client portal where clients can view project progress, access deliverables, and communicate directly with your AI agent.

• • Real-time project updates
• • Secure file sharing
• • Automated status reports
• • 24/7 client support

Project Automation

Automated project tracking that monitors timelines, sends milestone updates, and alerts you to potential delays before they become problems.

• • Automated milestone tracking
• • Deadline reminders
• • Progress analytics
• • Risk assessment

Professional Invoicing

Automated invoice generation based on time tracking, project milestones, or retainer agreements with professional branding.

• • Automatic invoice generation
• • Multiple billing models
• • Payment tracking
• • Professional templates

Time Tracking

Automatic time tracking that captures billable hours across different clients and projects. No more manual time sheets or forgotten billable time.

Client Relationship Management

Complete client profiles with communication history, project history, and preferences. Build stronger relationships with better data.

Proposal Generation

AI-powered proposal generation based on your past projects and client requirements. Create professional proposals in minutes, not hours.

Analytics & Insights

Detailed analytics on project profitability, client satisfaction, and business performance. Make data-driven decisions about your consulting practice.