Legal and Professional Services
Business Consultants
Advisory practices billing for expertise, where engagement scope and time recovery determine margin.
Also covers: Management Consultant · Business Advisory · Strategy Consulting
About this industry
Consulting sells time and judgement against a scope. Margin erodes when engagements run longer than quoted, which happens quietly unless time is recorded against the engagement. Proposals, deliverables and client communication all need to be retrievable long after the engagement closes.
Common operational problems
- Engagements exceed quoted scope without formal variation
- Time spent is not recorded, so realisation is unknown
- Proposals are rebuilt each time rather than reused
- Deliverables and client correspondence scatter across personal drives
- Pipeline of prospective engagements is tracked informally
Example workflows
Proposal creation with scope and fee structure
Engagement setup with milestones and deliverables
Time recording against engagements
Milestone-based invoicing
Document and deliverable storage per engagement
Needs no product covers yet
On RequestWhere a ready product does not reach far enough, these are the needs this industry raises most often. We do not build to order; telling us which of these you need is what shapes what we build next.
- Proposal templates with reusable scope libraries
- Time recording with utilisation reporting
- Client deliverable portal
Recommended solutions
The capabilities that matter most in this industry, the features inside each, and which product delivers it.
Project Management
Projects with milestones, budgets and a status you can report without assembling it.
- Projects with milestones and phases
- Team assignment and responsibility
- Budget tracking against actuals
- Boards and status views
- Project files kept with the project
Sales and CRM
Track enquiries from first contact to closed order, with follow-ups that actually happen.
- Lead and enquiry capture from multiple sources
- Customer database with full communication history
- Quotations and estimates that convert to orders without re-entry
- Scheduled follow-ups with reminders and ownership
- Sales pipeline by stage, value and owner
- Campaigns and bulk customer communication
Billing and Accounting
Invoices, payments, expenses and ledgers that stay in agreement without a month-end rebuild.
- GST-ready invoices with multiple formats and print sizes
- Customer and supplier ledgers with running balances
- Receivables and payables with ageing
- Cash and bank accounts with payment tracking
- Expense recording and categorisation
- Cash book and business reports including profit insights
Tasks and Work Management
Assign work with an owner and a deadline, and see what is actually moving.
- Tasks with owners, priorities and deadlines
- Checklists within a task
- Recurring tasks for routine work
- Progress and status tracking
- Comments and attachments kept with the task
Meetings
Agendas, minutes and decisions that turn into tracked follow-up tasks.
- Meeting scheduling with participants
- Agendas circulated before the meeting
- Minutes and recorded decisions
- Follow-up tasks created from decisions
Integration opportunities
Connections that commonly matter in this industry. Each carries its own honest status.
Talk to us about business consultants
Describe how your business runs today. We will be straightforward about whether a ready product fits or whether it needs building around.