How it works
Create a client, project, and workstream — pre-wired for consulting engagements.
Define deliverables, milestones, and owners against your proposed methodology.
Log time, status updates, and risks in one place — visible to your whole team.
Export status reports and client updates with one click in your brand.
See real outputs from this workflow on the sample outputs page.
The Client & Project Hub is consulting project management software designed for how consultants actually work. Unlike generic project management tools, it's structured around engagements, deliverables, and client relationships — not sprints and user stories.
Each client gets a dedicated profile with full engagement history, contact details, and linked documents. Every project has its own dashboard with deliverables, tasks, files, and timelines. Switch between Kanban boards and list views depending on how you prefer to work.
For freelance consultants managing 3-5 concurrent clients, the Project Hub eliminates the chaos of scattered files and forgotten deadlines. For consulting agencies running larger teams, it provides the visibility and structure that keeps engagements on track and clients satisfied.
Documents generated in the Document Studio are automatically linked to their project. Invoices reference the correct engagement. Meeting notes connect to the right client. Everything stays organized without manual filing.
The consulting practice management software tracks deadlines, milestones, and deliverable status at a glance. No more missed deliveries. No more searching through email for the latest version of a document.
Full engagement history, contacts, and linked documents for every client. See your complete relationship at a glance.
Deliverables, tasks, files, and timelines for each engagement. Track progress in real-time.
Switch between visual Kanban boards and structured list views. Work the way you prefer.
Milestones and deliverable deadlines with automated reminders. Never miss a client commitment.
Documents, exports, and attachments organized by project. No more searching through folders.
Manage multiple concurrent engagements without losing context. Built for the consulting workflow.