Consultant Free workspace
Work on projects firms invite you to, plus one personal client and one personal project.
For independent consultants
Run your own consulting work without adopting a firm-sized system.
Manage personal clients, projects, time records, invoice preparation and Xero sync from a workspace built for solo consultants, including those who work for firms.
Illustrative example
Billable revenue
$128k
Consultant costs
$24k
Unbilled time
18h
Client billing pipeline
Northstar AdvisoryStrategy retainer78%$42,800
Aster DigitalXero implementation64%$18,250
Harbour RiskRisk review71%$31,600
Rates and costs setExternal consultant bill releasedDraft sent to Xero
Independent consultant features
Run your own consulting practice without pretending you are a large firm.
Consultant Free covers the work firms invite you to plus one client of your own. Consultant Pro adds unlimited clients and projects, your own Xero sync and referral fees.
Run your own practice
Track your direct clients, projects and time without setting up a firm workspace.
Timesheets that become invoices
Log time against your projects and turn it into a client invoice in a few clicks.
Project reporting
See hours and billable value by project across your own work.
Bill the firms you work for
When a firm on Teams Plus releases your time, submit your bill to them and track its status.
Personal Xero sync
Consultant Pro creates draft invoices in your own Xero account, including bills you raise to firms.
One account across firms
Consultant Pro follows your email address across every firm you work with.
Locked-down access in firm workspaces
Inside a firm's workspace you only see the work assigned to you.
Upgrade when you need it
Move to Consultant Pro for unlimited clients and projects, Xero sync and referral fees.
Capture direct work and work for firms
Log time against direct clients, personal projects or invited firm projects so the record is ready before billing.
See your own practice clearly
Use project-level context to see where your time is going and which work is becoming revenue.
Invoice with less admin
Upgrade to Consultant Pro when you need unlimited personal clients and projects, and direct Xero sync.
Consulting Console
Make every client engagement easier to bill.
Start free with up to 5 projects. Upgrade when you want Xero sync or external consultant billing.