A consultant management system for firms of 3–30 people.

What it replaces

Most boutique firms run on four or five tools plus a spreadsheet. Each module below replaces one of them, and — because they share the same engagement record — the numbers finally agree.

• A CRM or pipeline spreadsheet

  Weighted pipeline with stages, probability and forecast, connected straight to proposals.

  Win →

• A project tool plus a folder of documents

  Engagements, deliverables, tasks and drafted documents grounded in your own past work.

  Deliver →

• Timesheets, rate cards and invoice templates

  Time capture, rate resolution, utilisation, budget burn and invoices generated from real entries.

  Run →

• Status emails and shared drives

  A branded client portal showing timeline, deliverables, approvals and messages you choose to publish.

  Client portal →

• A methodology folder nobody opens

  A searchable library of methodologies, proposal sections and past deliverables the AI drafts from.

  Knowledge library →

What changes once it's in one system

• One record per engagement: scope, budget, team, deliverables, time and invoices in the same place.
• Margin you can see while the work is running, not three weeks after it ends.
• Proposals assembled from sections that have already won work.
• Utilisation and capacity for the next twelve weeks, per person.
• A client experience that looks like the firm you say you are.

If you're weighing this against point solutions, the who it's for page describes the firms it fits, and our practice management software guide and buyer's guide walk through how to evaluate one.

Questions firms ask

What is a consultant management system?

A consultant management system is the single system of record a consulting firm uses to run its work: the pipeline of opportunities, signed engagements and their scope, deliverables and tasks, consultant time and utilisation, invoices, and what the client sees. Instead of a CRM, a project tool, a timesheet, a folder of documents and a spreadsheet for margin, one system carries an engagement from first conversation to final invoice.

How is it different from generic project management software?

Generic project tools track tasks. A consulting firm also has to track billable time against a fixed fee, budget burn against scope, rate cards per role, proposals reused from past work, and a client who expects visibility. ConsultSuite Pro models those objects natively, so budget burn, utilisation and realised margin are calculated rather than maintained by hand.

Do I still need a separate CRM?

Most firms of 3–30 people do not. The pipeline holds opportunities with stage, probability and weighted value, and it is connected to proposals and, once won, to the engagement itself. Firms with a large outbound sales motion sometimes keep a dedicated CRM and use ConsultSuite Pro from the proposal onward.

Can clients see the work?

Yes. Each client gets a portal with the timeline, published deliverables, approvals and messages — and you control exactly what is visible. It is the part of the system that most changes how clients experience an engagement.

How long does it take to move our firm across?

Onboarding walks you through your firm, your people, rate cards and your first engagement in a single sitting. Most firms run one live engagement in the system first, then migrate the rest as engagements start or renew, rather than doing a big-bang import.

How much does it cost?

Pricing is per seat with a 14-day trial and no card required. See the pricing page for current plans and what each tier includes.

Run the whole firm in one place, and let your clients see the work.