Custom software for consultancies - so your consultants can consult
A consultancy is the purest people business there is: you sell your people's thinking, by the hour, the project or the retainer. Which makes it painful that your consultants spend so much of the week on admin between the real work - rebuilding the proposal from the last one, writing the Friday status update by hand, chasing the client for sign-off, reconciling timesheets against the project budget, rekeying the won deal into the delivery tool.
Generic project tools don't fit, because every consultancy runs differently. Enterprise PSA suites are built for 500-person firms. So the gap gets filled with spreadsheets and your best people's evenings. We build the specific tools that fit how your firm runs, connect them to the apps you already use, and run them - so your consultants' hours go to clients and thinking.
We built our first tools for the Fame team - a 6-year-old people business with 100+ clients. They now give those hours back every week.
Read the Fame story →What we build for consultancies
Proposals and SOWs that draft themselves
From your CRM deal and your templates, reviewed by a partner, sent in minutes; the signed SOW creates the project automatically
Client onboarding and kickoff
One link collects stakeholders, access and context; kickoff materials and the project space are ready before the first call
Delivery and status tracking
Every engagement's stage, owner, budget burn and next milestone visible without the status-meeting scramble
Client status reports and portals
Clients see progress, deliverables and decisions live; the weekly update drafts itself from the project data and a consultant reviews it
Time-to-invoice flow
Hours moving from timesheets to budgets to invoices, with margin visible before the project ends, not after
Capacity and utilisation dashboards
Who's on what, who's free next month, where the bench is
Knowledge and past-work assistant
Answers from your previous engagements, decks and SOPs, with sources, so nobody rebuilds what the firm already knows
What this looks like for your people
A principal who spent Sunday evening assembling the proposal now edits a draft that already has the scope, team and pricing from the deal. A project lead who wrote three status reports every Friday now reviews three that wrote themselves. An operations manager who reconciled timesheets against budgets in a spreadsheet now sees margin live and calls a problem in week two instead of week eight. The thinking - the advice, the facilitation, the judgement - stays entirely with your consultants.
How it works
- 01
Scope
2 weeksAn ops audit: we interview partners, consultants and ops and map your tools - CRM, project tool, timesheets, docs, finance - to find where the hours go. Then we choose what to build - a roadmap with the three builds that recover the most, scoped and priced. The fee ($2,500 / £2,000) is credited to your first month.
- 02
Build
2-6 weeksThe first tool, built and tested, shaped to how your firm runs and connected to your systems. You approve it before it counts.
- 03
Roll out
We train your consultants and manage the change so people actually use it.
- 04
Improve
MonthlyWe watch usage, fix and keep improving it, and ship the next thing from your backlog in two-week sprints.
Why not a PSA suite?
You can buy a professional-services platform and spend six months bending your firm to fit it. Or you can keep the tools your people already like and connect them so the copying stops - which is faster, cheaper, and the firm keeps working the way it works. The audit will tell you honestly which you need.
What it costs
| Ops audit | $2,500 / £2,000 · two weeks · credited to your first month |
| Run · starter / growth / embedded | $2,000 / $3,500 / $7,500 a month (£1,600 / £2,800 / £6,000) · first build included |
3-month minimum on run plans · it runs on your own accounts, so you own it - you pay those tool costs directly · client data stays in your systems
Tools we built and run for our own team
Client health score and churn signals
A health score for every client built from real signals, early churn warnings, and a timeline of everything that happened on the account.
See the build →02Outreach campaigns
Email sequences from the team's own mailboxes, AI-drafted personal lines, one shared inbox for replies, and a manual LinkedIn queue.
See the build →Questions, answered plainly
What can be automated in a consulting firm?
Proposals and SOWs, onboarding and kickoff, status reporting, project and budget tracking, timesheet-to-invoice flow, capacity views, and finding past work. The consulting itself stays with your consultants.
Do you integrate with our CRM, project and time tools?
Yes - HubSpot, Pipedrive, common project and timesheet tools, Google Workspace or Microsoft 365, and your finance system, via official integrations and custom code where needed.
We're not technical - is that a problem?
No. We need a partner or ops lead who can describe how the firm runs. We do all the building, and we keep looking after it.
How much does it cost for a consultancy?
A two-week audit is $2,500 (£2,000), credited to your first month; run plans $2,000-7,500 a month, first build included. All published.
Will this reduce our team?
No. It gives your consultants back the hours lost to admin so they can spend them on clients - which usually means more billable capacity, not fewer people.