Consultant Free workspace
Start with invited firm work plus one personal client and one personal project using CSV/manual workflows.
For independent consultants
Manage personal clients, projects, time records, invoice preparation and Xero sync from a workspace built for solo consultants and subcontractors.
Billable revenue
$128k
Subcontractor costs
$24k
Unbilled time
18h
Independent consultant features
Consultant Free gives you a lightweight starting point. Consultant Pro adds the personal clients, projects, analytics and Xero sync needed to run a solo consultancy professionally.
Start with invited firm work plus one personal client and one personal project using CSV/manual workflows.
Track direct clients, personal projects, time entries and billing preparation without creating a full firm workspace.
Log time to personal clients and projects so invoices, utilisation and project performance stay connected.
Consultant Pro helps solo consultants understand billable work, project progress and the commercial picture of their own practice.
Keep direct client work, subcontracting activity and invoice preparation in one personal workspace.
Consultant Pro creates draft invoices in your own Xero account and keeps consultant billing workflows connected.
Consultant Pro follows the consultant's email address across organisations they work with.
Submit consultant bills into Teams Plus firm workspaces when a client firm uses external consultants.
When invited into a firm workspace, consultant access is locked down so external users only see the work intended for them.
Move from Consultant Free to Consultant Pro when direct clients, personal projects, analytics or Xero sync become important.
Log time against direct clients, personal projects or invited firm projects so the record is ready before billing.
Use project-level context to see where your time is going and which work is becoming revenue.
Upgrade to Consultant Pro when you need unlimited personal workspaces and direct Xero sync.
Consulting Console
Replace disconnected spreadsheets with a calmer operating layer for time, projects, margin, subcontractors and Xero workflows.