Consult Flow
SmallProfessional Services · Consultant, clients
Project and invoice tracking for consultants.
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 →
Time Bill
Time tracking and billing for consultants.
Milestone Pay
Tie work to milestones and invoice on time; late billing drains cash flow.
Sub Desk
Assign subcontractors and freelancers, track their pay; end payment chaos.
COI Vault
Collect vendor insurance and compliance certificates; expired paperwork is a liability.
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