Keep each client engagement together—from the assessment proposal to the final invoice. One Windows application, with company information stored locally.
HR consultants · Operations consultants · Training specialists · Organizational development consultants · Change management consultants
Follow an example ↓You scope the assignment, review the material, meet with the client and deliver your recommendations. Keep the business records for that engagement connected.
Set out the scope, deliverables and fee.
Organize review, meeting and delivery tasks.
Keep time records associated with the work.
Create the invoice within the connected workflow.
Return to the proposal and plan for a similar assignment.
Illustrative engagement, not a customer case study or a prebuilt industry template. Release capabilities remain subject to final verification.
The focus is managing your client engagements: proposals, projects, time, invoices and related information. Do not assume support for payroll, employee case management or regulated HR recordkeeping.
A client requires Microsoft Project? See the supported import workflow and prerequisites →