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- PM + CRM for Consulting
- Who it's for
- Management consulting
Management consulting
A management consulting team often runs several scoped assignments for the same client. Each engagement needs a clear subject, owner, due date and agreed fee. A new workstream or changed deliverable can be recorded as a proposal linked to the original engagement, with a revised fee and validity date for review.
How PM + CRM for Consulting is set up for you
Start with the client
Keep the client organization and main contact clear before opening an engagement.
Name the scope
Use the engagement subject and scope revision to distinguish an assessment from a later implementation assignment.
Review the change
Put an added workstream through an independent proposal decision before changing the contracted fee.
Track delivery
Record consultant hours against the parent engagement and separate approved hours from hours entered.
A management consulting team often runs several scoped assignments for the same client. Each engagement needs a clear subject, owner, due date and agreed fee. A new workstream or changed deliverable can be recorded as a proposal linked to the original engagement, with a revised fee and validity date for review.
Choose one client with an active advisory assignment. Enter the current contracted fee, due date, owner and billing method. Add a proposal for a genuine scope change and have a reviewer record a reasoned decision on its revision. Record service time for the work already delivered, then check the acceptance evidence and operation result. This case gives the team a shared reference for how the client, engagement, proposal and review records relate.
At the first weekly operations meeting, use Operations Overview to check contracted value and approved time, then open any exception on the underlying engagement. If a receipt needs review, confirm its external reference before treating the action as complete. When billing time, match the invoice reference on service entries to the connected finance process.
Features to start with
Operations Overview
Review contracted value, approved delivery time and open exceptions across consulting engagements.
Engagements
Follow contracted consulting work from draft scope through delivery, review and acceptance.
Service Entries
Keep dated consultant work, approved time, rates and invoice references beside the engagement.
Roles on the team
- Admin
- Maintains organization and membership records and checks access across the practice.
- Engagement Owner
- Owns client engagement details and prepares scope proposals for review.
- Consultant
- Records service time against the engagement being delivered.
- Independent Reviewer
- Records a reasoned decision against the current engagement revision.
- Billing Lead
- Checks approved hours, rates and invoice references before billing handoff.
- Operations Lead
- Reviews portfolio value, delivery time and unresolved operation results.
Set up PM + CRM for Consulting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.