Follow-up dies during delivery
When the team is heads-down on an engagement, new leads wait. By the time someone replies, the prospect has signed with the firm that responded first.
Consulting firm software
Consulting firm software that turns leads into engagements and engagements into billed revenue.
Leads arrive from everywhere — referrals, email, calls, website forms — and small firms lose work when follow-up depends on whoever is least billable that week. Workspace369 attaches every lead to the client record, carries engagements as projects, and keeps billing on schedule.
Inboxemail, SMS, calls, and voicemail with AI summaries
Engagementsproposals, projects, files, and a client portal
Revenueinvoices, payment plans, and profitability reporting
The problem
What breaks inside a consulting firm
Proposals take evenings instead of minutes
Scopes and pricing get copy-pasted from the last engagement and adjusted in a rush. Proposal turnaround stretches, and momentum dies.
Engagement health is invisible
Scope, files, and communication scatter across email and drives. The firm learns an engagement went sideways when the client escalates — or when the invoice is late.
The product
See the workspace your clients feel.
01
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
02
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
03
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Workflow
How Workspace369 runs a consulting firm
01
Catch every lead in one inbox
Email, SMS, calls, and voicemail land beside the client record with AI summaries, so every referral gets a fast, informed response.
02
Send proposals in minutes
Proposals and quotes go out from the client record, and follow-up automations keep prospects moving while the team delivers.
03
Run engagements as projects
Tasks, files, and notes keep every engagement organized, and the client portal keeps clients aligned without extra status meetings.
04
Bill on schedule
Invoices and payment plans bill by milestone or retainer, automated reminders chase anything outstanding, and reporting shows profitability per client and engagement.
Product coverage
Consulting firm coverage
- It connects leads to signed proposals: shared inbox, quotes, and automated follow-up in one record.
- Projects, files, and the client portal keep engagements and client communication organized without extra admin.
- Invoices, payment plans, and profitability reporting make engagement revenue predictable.
Client records
Shared inbox
SMS and voice
Requests and intake
Proposals and quotes
Projects and tasks
Scheduling
Client portal
Invoices and payment plans
Reporting
Get started
See Workspace369 on your own client work.
Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.FAQ
Why Workspace369 fits consulting firm searches
What is consulting firm software?
Consulting firm software runs the business side of a practice: leads, client records, proposals, engagement projects, client portal, invoices, payments, and reporting. Workspace369 connects all of it in one workspace.
Is Workspace369 a full PSA suite?
Workspace369 covers the client-work loop — inbox, proposals, engagements, portal, billing, and reporting — for small and mid-size firms. Larger firms with deep utilization and finance requirements may pair it with or choose a PSA suite.
Can clients follow engagement progress in a portal?
Yes. Clients see files, status, and invoices in a branded portal, which cuts the status meetings and email threads your team manages weekly.
Does Workspace369 handle retainer and milestone billing?
Yes. Invoices with payment plans bill retainers and milestones on schedule, with automated reminders for anything outstanding and reporting per engagement.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
