Professional Services and Client Operations

A firm-wide view—without asking every project lead

A consulting firm tracks client engagements and consultant assignments across individual project leads' personal systems, so partners can't get a firm-wide view of what's in flight without asking each lead individually. Build one shared record every engagement lives in.

Start Building Explore More Solutions

Personal systems don't roll up into a firm view

When each project lead runs their engagement in their own spreadsheet or notes app, there's no way for a partner to see firm-wide utilization or engagement health without individually checking in—which doesn't scale past a handful of engagements.

Give every engagement the same structure—milestones, time, deliverables—so a firm-wide view is a query, not a round of emails.

From engagement to retrospective
  1. 1. Client and engagement are created with scope, milestones, and consultants
  2. 2. Consultants log time and progress against milestones
  3. 3. Deliverables are reviewed internally before client delivery
  4. 4. Client is billed against time or milestone completion
  5. 5. Engagement closes with a retrospective on scope, budget, and outcome
Who uses it

Three views of the same engagement

Consultant

Log time and progress against milestones, and see what's due next on their assigned engagements.

Engagement lead

Review deliverables before client delivery, and manage scope and milestone status.

Partner

A firm-wide engagement dashboard, consultant utilization, and engagement profitability.

What the system tracks and automates

Records

Clients, engagements, milestones, time entries, deliverables, invoices.

Automations

Milestone-due reminders, unbilled-time alerts, and engagement-close retrospective prompts.

Custom logic

Engagement-type billing rules, and partner-level approval for scope changes.

Platform

Own the application. P2HS runs the platform.

Example build brief

Example prompt
Build a consulting firm management app with client engagements, milestone tracking, consultant time logging, deliverable review, and firm-wide utilization reporting.

Scenarios to test in your preview

  • A scope change must require partner approval before billing rates are affected.
  • An engagement must not close with unbilled time still outstanding.
  • A deliverable must be reviewed internally before it's marked ready for client delivery.
FAQ

Common questions about consulting firm software

Who is this for?

Consulting firms with multiple concurrent client engagements that need a shared, firm-wide view instead of per-lead spreadsheets.

Can clients see their engagement status?

Yes—pair this with a client project portal for client-facing visibility.

Related platform pages

See how consulting firm management fits into the wider P2HS platform.

professional services automation client project portal resource planning full-stack AI app builder

Build the firm-wide view partners actually need

Describe the workflow. Review the foundation. Launch it on your own domain.

Start Building Explore More Solutions