Why consulting firms outgrow generic project tools
❌ Generic PM tools don't connect projects to revenue
✅ Every project links to proposals, time entries, and invoices — so you see margin in real-time
❌ No visibility into cross-project resource conflicts
✅ Capacity view shows who's overloaded and who has bandwidth across all engagements
❌ Status updates scattered across email, Slack, and spreadsheets
✅ Centralized project dashboards with automated status roll-ups and client-ready reports
❌ Scope creep erodes margins silently
✅ Budget tracking alerts you when hours consumed exceed estimates — before it's too late
Margin-Aware Projects
See project profitability in real-time — not just task completion. Every deliverable connects to billable hours and revenue.
Resource-Connected
Staff projects based on skills, availability, and utilization targets. Prevent over-allocation before it happens.
Client-Ready Reporting
Generate professional status reports and milestone updates that keep clients informed and reduce check-in meetings.
Project management that understands consulting
Engagement Dashboards
Bird's-eye view of all active client engagements
Milestone Tracking
Define and track key deliverable milestones
Budget vs. Actual
Real-time comparison of planned vs. consumed hours
Workstream Management
Organize work into parallel workstreams with dependencies
Team Allocation
See who's working on what across all projects
Risk Flags
Automated alerts for budget overruns, delays, and scope changes
Deliverable Tracking
Track individual deliverables from draft to client approval
Client Portal
Share progress and deliverables directly with clients
Proposal-to-Project
Convert won proposals into projects with one click