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- PM + CRM for Consulting
- Who it's for
- Professional advisory teams
Professional advisory teams
An advisory practice may serve one client through several parallel assignments. Keeping each assignment as an engagement helps the team see its own owner, subject, agreed fee, billing method and due date. The client record remains shared across those assignments, while proposals and service entries stay with the engagement they affect.
How PM + CRM for Consulting is set up for you
Separate client and assignment
Use the client as counterparty and the engagement as the specific contract of work.
Show the decision
A reviewer records approval, rejection or return with a reason and the source revision.
Distinguish time
Approved hours support billing review; entered hours show the work originally reported.
Reconcile outcomes
Operation receipts give the operations lead a place to inspect failed or needs-review actions.
An advisory practice may serve one client through several parallel assignments. Keeping each assignment as an engagement helps the team see its own owner, subject, agreed fee, billing method and due date. The client record remains shared across those assignments, while proposals and service entries stay with the engagement they affect.
Choose a client with two active advisory assignments. Enter a separate engagement for each, with different subjects, owners and due dates. Add one proposal to just one engagement and verify that its fee and scope are easy to compare with the parent. Ask an independent reviewer to record the decision. Capture a few dated service entries and check the approved-hour total in Operations Overview before billing handoff.
At the review meeting, ask the engagement owners to explain any difference between agreed fee, proposed fee and approved time. Read the underlying service entries and decisions when a number needs explanation. If the work is accepted, record the acceptance date and review the related operation receipt before closing the engagement.
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.