Consult Flow

Small
Professional Services · Consultant, clients

Project and invoice tracking for consultants.

Coding Ideas

Built in this build

  • Project/delivery view
  • Project list
  • Invoice tracking
  • Settings
  • Action items from meeting notes
  • Simple profitability summary

Vision (needs external services)

  • Approval and feedback
  • Invoice viewing
  • Delivery/approval reminder
  • PDF invoice
  • Calendar

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

  • Project/delivery view
  • Approval and feedback
  • Invoice viewing

Admin modules

  • Project list
  • Invoice tracking
  • Settings

AI capabilities

  • Action items from meeting notes

Automations

  • Delivery/approval reminder

Analytics & reports

  • Simple profitability summary

Integrations

  • PDF invoice
  • Calendar

Mobile

  • Approval notification

Roles & permissions

  • Consultant
  • Client

Professional Services

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