Complete Consulting Engagement Management Platform
Organize strategic phases, track billable hours by consultant level, and manage deliverable workflows while maintaining stakeholder transparency.
Organize consulting engagements into phases like discovery, analysis, strategy development, and implementation with milestone tracking and deliverable deadlines.
Track time spent on research, stakeholder interviews, data analysis, and deliverable creation with separate rates for senior consultants, analysts, and support staff.
Handle monthly retainer agreements, fixed-price project billing, and hourly overage charges with automated invoicing and payment tracking.
Share strategic plans, market analysis reports, and recommendations securely with version control, client approval workflows, and access expiration dates.
Track project margins, consultant utilization rates, and identify which types of consulting work generate the highest returns for your firm.
Coordinate with multiple client stakeholders, internal consultants, and subject matter experts with centralized communication and document sharing.
From Engagement Setup to Strategic Delivery
Discover how phase-based project management, accurate time tracking, and automated retainer billing accelerate consulting engagements.
Define Scope
Create engagement documents, set project phases, establish deliverables, and define success metrics with client approval
Deliver Analysis
Track research hours, stakeholder interviews, and data analysis while building strategic recommendations and reports
Present Recommendations
Share deliverables through secure portal, collect stakeholder feedback, and manage approval workflows before final presentation
Bill by Phase
Generate invoices per project phase or monthly retainers, track payments, and bill for scope changes and additional work
Trusted by Consulting Firms That Deliver Strategic Value
Leading business consultants use AgencyPro to optimize consultant utilization, prevent scope creep, and maintain healthy engagement margins.
Deliver Projects 3.2x Faster
Streamlined phase management and deliverable tracking help you complete engagements faster while maintaining quality standards
Increase Project Margins by 45%
Accurate time tracking and scope management prevent scope creep and ensure you bill for all billable hours worked
Achieve 91% Client Satisfaction
Professional deliverable sharing and transparent project communication build trust and lead to repeat engagements
Optimize Consultant Utilization
Track consultant hours across projects to ensure optimal allocation and identify when to hire additional team members
Streamline Retainer Management
Automated monthly retainer invoicing and overage tracking eliminate billing disputes and improve cash flow
Improve Deliverable Quality
Version-controlled document sharing and client approval workflows ensure deliverables meet expectations before final delivery
Faster project delivery
Higher project margins
Client satisfaction
Frequently Asked Questions
Get answers to common questions about our platform.