Deliver complex client engagements on time, prevent scope creep, capture every billable minute automatically, and maintain consistent quality across your consulting team.
Consulting firms and professional service agencies live and die by client delivery quality and accurate time capture. Yet most firms battle the same three headaches: forgotten billable hours logged in a rush at the end of the week, scope creep because the agreed proposal sits in an email PDF instead of on the team's task boards, and unorganized client contacts scattered across staff inboxes.
When a client contract is signed, create a dedicated project matrix linked to the engagement Statement of Work. Consultants can see contract boundaries, delivery phases, and milestone criteria directly alongside their day-to-day checklist steps.
Never rely on memory to log consulting hours. In DoneIsGood, consultants log time directly as they complete tasks and checklist steps. With categorization for billable vs. non-billable work, firms can instantly export timesheets filtered by project, consultant, and date range.
Keep client interactions organized in one shared location. Track client contacts with custom tags (e.g. #key-stakeholder, #procurement), set recurring relationship check-in alerts (e.g., bi-weekly governance calls, 90-day executive reviews), and log interaction notes right from the contact card.
Standardize how your firm runs discovery workshops, delivers technical audits, and manages handover sessions. Senior partners author corporate playbooks once, and project leads spawn clean copies for every new client engagement.
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