Questions, answered

Click Get started, then use Proto to configure PM + CRM for Consulting for your business. Begin with one client, its consulting organization, an active engagement, a scope proposal and service time for a complete review rehearsal.

The organization is the consulting firm’s operating context. The client is the counterparty receiving work. Each engagement links to both.

Add a proposal under the existing engagement with its revised scope, service line, proposed fee and validity date. Submit it for independent review.

Independent Reviewer records the decision, source revision, date and reason. Engagement Owner prepares the work and reconciles an approved change with the parent engagement.

Consultant uses service entries linked to the engagement. Each entry can carry a date, worker, hours, approved hours, rate and invoice reference.

Entered hours describe reported work. Approved hours record the amount accepted for the reviewed handoff. Read both before billing.

Attach them to the engagement with a title and evidence type. Choose internal or shared visibility according to the intended audience.

Use the operation receipt’s result state, failure reason and references. Operations Lead checks the effect before resolving the exception.

Service entries retain invoice references. Agree with the finance team which invoice or batch identifier to place there and verify it against the billing system.

After review and acceptance, Engagement Owner checks linked service, evidence and receipt records and then records the closed status.