Legal and Professional Services
Consulting
Professional service firms delivering expertise against defined engagements and retainers.
Also covers: Professional Services · Advisory · Specialist Consulting
About this industry
Consulting businesses of all kinds share a common shape: a pipeline of opportunities, engagements with defined scope, and recovery that depends on delivering within the time assumed when the fee was quoted. Retainers add predictability but also the risk of unbounded scope.
Common operational problems
- Retainer clients expand their asks without the fee changing
- Engagement profitability is only visible after completion
- Pipeline conversion rates are unknown
- Knowledge from past engagements is not reusable
- Team utilisation is not measured
Example workflows
Pipeline management from enquiry to signed engagement
Engagement setup with scope, fee and milestones
Time and effort recorded against engagements
Retainer billing with scope monitoring
Utilisation reporting across the team
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.
- Retainer scope tracking against agreed limits
- Utilisation and capacity dashboards
- Knowledge library from past engagements
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
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
Dashboards, Reports and Business Intelligence
Role-based dashboards that answer the question each person actually has.
- Role-based dashboards showing what each role needs
- KPI tracking with trends over time
- Drill-down from summary to source records
- Custom report filters
- Export to Excel and CSV
Integration opportunities
Connections that commonly matter in this industry. Each carries its own honest status.
Talk to us about consulting
Describe how your business runs today. We will be straightforward about whether a ready product fits or whether it needs building around.