Practical ideas for consultants on running projects, keeping clients informed and getting paid on time.
Kantata says it is built for firms with 50+ billable people. For consultancies of 2 to 30, here are six alternatives with real prices, setup effort and client access, and where GoCons fits.
Most free client portals are trials, or stop at five clients. Here are eight options that stay free, what each one limits, and the exact moment you start paying.
A one-page project status report template, a filled-in example and the RAG rules that make clients trust it. Plus how to stop rebuilding the report from scratch every Friday.
Who owns the model you built, and when must the client pay? A free consulting agreement template, clause by clause, with the sources behind payment terms, IP, data protection and liability.
A statement of work should settle what "done" means before the work starts. A free consulting SOW template with acceptance criteria, change control and milestone payments, and how to run it once signed.
Connect Claude to your contracts, tasks and invoices with one URL: no API keys, no code. The exact steps for web, desktop and Claude Code, five questions to ask first, and what Claude can and cannot change.
The best client portal software for consulting firms: 8 tools compared on price, client logins, contracts and billing, and where each one wins.
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