For consultants
A client portal built for consultants — pay once.
You sell the engagement well on a call, and then execution turns into a scattered thread of emails, PDFs and a Google Form nobody reopens. This is what replaces that thread.
Sound familiar
What this usually looks like.
- 01
The proposal gets a verbal yes, then the actual start of work stalls on "did they sign yet, did they pay yet" — chased over email, one message at a time.
- 02
The signed contract lives in one inbox, the first invoice in another tool, and the intake questionnaire in a Google Form you have to go check separately.
- 03
Every new client gets a slightly different setup, because the process is being rebuilt by hand each time rather than followed the same way twice.
What replaces it
The modules that cover this.
Real pieces of the product, not a promise of what could be built.
Welcome
The first thing a new client sees — set expectations before the call, not during it.
Steps
Sign, pay, fill in the intake form, book the kickoff — laid out as one visible checklist.
E-signature
Your engagement agreement, signed by typed name, timestamped and fingerprinted.
Invoices
The first payment, taken online, before you start the work it is paying for.
Intake
Their goals and timeline, answered once, before your kickoff call rather than during it.
Where to start
Your starting template.
Every template builds a complete set of pages, already written — rewrite any of it, nothing is locked.
Consultancy
7 pagesFor consultants and agencies who sign an agreement, take payment, then get to work.
The Consultancy template is built around exactly this sequence — sign, pay, tell us about your business, book the call — because it is modelled on a real consulting engagement, not adapted from a generic project-tracker layout.
- Welcome
- Getting started
- Service agreement
- Invoices
- About your business
- Documents
- Messages
Straight answers
A couple of things worth asking.
I already have a contract I use — can I keep it?
Yes. Paste your own agreement text into the e-signature page; the placeholder text is there to be replaced, not kept.
What if I bill hourly instead of a fixed engagement fee?
Raise an invoice for whatever the amount is, whenever it is due — there is no fixed-fee assumption built in, and no recurring billing automation either, so hourly work is just more invoices raised as you go.
Ready when you are
Set it up this afternoon, invite your next client tonight.
One payment, the whole product, no monthly bill for anything on this page.
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