How do clients see progress?

Consulting engagements are visible in the client portal with milestones and deliverables, so status meetings become optional.

Can one contract cover recurring engagements?

Yes — a framework contract can spawn quarterly or monthly engagements as your retainer cadence requires.

Industries

From scoping to deliverable handover — advisory work gets the same structured pipeline as physical goods.

Advisory engagements with deliverables, tracked end to end.

What the module adds

Scope, milestones, and owners on every engagement — consulting work stops living in email threads.

Reports, filings, and evidence packs tracked as deliverables your client can see arriving.

Your customer watches progress in their portal instead of asking for status updates.

Where it fits

Questions

Subscribe to this module and your storefront, pipeline, and delivery workflow go live together.