Consulting & Agencies
Sold, delivered, and billed for what it took.
Clients and pipeline in one record, projects that start from the last one that went well, hours logged against the work they belong to, retainers drawn down line by line, and agreements from wording you already approved.
This is the business of running a practice, not the work itself. GetBizApps does not carry design tools, code repositories or analytics platforms. It runs the client record, the delivery plan, the hours, the agreement and the money around whatever you actually do for them.
Why consulting & agencies businesses run on it
The second project starts from the first
A delivery that went well becomes a template with its tasks, milestones and roles, so a proposal is a copy rather than a blank page.
Hours attached to the work
Time logged against the project and task it belongs to, with notes on what it was spent on — which is what makes a utilisation figure defensible.
Money before the work, drawn down after
A retainer takes payment up front and is consumed line by line, converting to a sales invoice when it completes.
Only the modules you run
Pricing is per add-on, per user, per term. A four-person studio is not paying for what a hundred-consultant firm needs.
Winning work
Pipeline that adds up to a number.
A consultancy's pipeline is a small number of large, slow conversations. Losing one to a follow-up nobody made is expensive in a way a high-volume business never feels.
Leads with their source
Every enquiry carries where it came from, so business development effort follows the channels that actually produce engagements.
People and their companies
Contacts linked to the organisation they work for, so a client's history reads as one account across several stakeholders.
Stages and values
Deals move through the stages your process uses, each carrying its value and expected close date, so the pipeline is a forecast.
Proposals with versions
Quotations keep every revision in a parent-child relationship, so the scope you priced three weeks ago is still there when it is questioned.
Approval before it goes
Draft, sent, accepted, rejected — with an approval step, so a discount on a day rate is a decision rather than a discovery.
Accepted, then invoiced
An accepted quotation converts into a sales invoice with its data carried across, so billing matches what was agreed.
Delivery
Run the engagement you already know how to run.
Most professional work is a variation on work the firm has done before. Rebuilding the plan each time is where the margin goes, and where the inconsistency creeps in.
A delivery becomes a template
Convert a finished project into a reusable template and choose which components come across, so method becomes an asset.
A library you can search
Templates filtered by status and date, so a growing library stays usable rather than becoming a folder nobody opens.
Milestones with cost and dates
Each milestone carries a title, a cost, start and end dates, with a progress slider and milestone-based completion.
Team and client assigned
Multiple team members and clients on a template, so the roles an engagement needs are part of the plan rather than an afterthought.
Tasks with an owner
Every task carries a named owner, a due date, a priority and a status, as a board when you want flow or a list when you want to scan.
Decisions kept on the work
Comments and attachments live on the task, so the reasoning behind a change stays attached rather than in somebody's inbox.
Hours
Time recorded once, against the thing it was spent on.
Reconstructing a week on Friday afternoon produces a number, not a fact. Two different approaches work here, and firms usually need both.
A day, logged as hours and minutes
Entries added straight from the list rather than through a form, each carrying a time type so hours are classified as they are logged.
Notes on what it went on
A detailed note against every entry, which is the difference between a timesheet that can be billed and one that has to be explained.
Against projects and tasks
With the project add-on enabled, hours attach to the project and task they belong to rather than to a week in the abstract.
Or timed as it happens
Start a timer on an active task with a description, stop it when you move on, and the duration is calculated for you.
Sessions on the record
Every tracking session stored with its detail and full history, per user, with real-time monitoring across the team.
Own entries, or everyone's
Staff see and manage their own entries; administrators see and control every timesheet, with automatic timestamps behind both.
Getting paid
Money agreed up front, consumed line by line.
The retainer is the shape most professional relationships want to be, and the one most badly served by an invoicing tool that only understands a bill after the fact.
Agreed with its items
Select the customer, set the dates and add the products or services the retainer covers, each with quantity, price, discount and tax.
Numbered, and a draft first
Every retainer is numbered automatically and starts in draft, where it can still be changed before it becomes the agreement.
Balance on the record
Subtotal, tax, total and outstanding balance shown on the retainer itself, so what is left is a figure rather than a calculation.
Payments allocated
Record partial or full payments and allocate the amounts to specific items, so drawdown is visible at line level.
Converted when complete
A completed retainer converts into a sales invoice, so the agreement ends where the ledger begins.
Into the ledger
Invoices, payments, bank accounts and reconciliation on one chart of accounts, producing ledgers and statements from what was recorded.
Agreements
Wording you approved once, signed many times.
Professional services agreements are mostly boilerplate with a schedule attached. The risk is not the schedule — it is the version of the boilerplate somebody pasted from an old engagement.
Save what you negotiated
Keep a finished contract as a template, so the wording your lawyer already approved is the wording you start from.
Template to contract in one step
Convert a template into an active contract and change only what differs, rather than rebuilding a near-identical agreement.
Consistent across the firm
Because every agreement starts from the same approved template, clause wording does not drift between partners or offices.
Signed, with an audit trail
Verified digital signatures from both parties, stored with the trail that makes an agreement defensible later.
Renewals that announce themselves
Status updates and renewal logs on every contract, so a renewal is a prompt rather than a client's reminder.
Schedules attached
Supporting files held on the contract itself, with comments where the team discussed a clause.
The month in numbers
Reporting you stop rebuilding by hand.
Utilisation, project health and what is still unpaid — three questions a partner asks every month, and three spreadsheets somebody usually rebuilds to answer them.
Smart Dashboard
Utilisation
71%
billable, this month
Retainer balance
9
active agreements
Overdue
6
invoices past due
Billable hours by week
Ready to run
- Project progress report
- Sales invoice report
- Deal pipeline report
- Attendance summary
Illustrative view — figures are examples, not customer data.
Whole-firm overview
Finance, sales, projects and people on one screen, so performance is read across the firm rather than practice by practice.
Project progress report
Task completion, milestones and budget tracking with a project health status, and indicators for the ones running over.
Profit and margin, properly
True profit and margin for any period, rather than a fee figure that hides what delivering it cost.
Pipeline movement
Where deals are progressing and where they are stalling, and which efforts are turning into engagements.
Sales invoice report
Client bills, payments received and outstanding balances, filtered by client or month — the chase list, already made.
Cash position
Money in and money out with enough forward visibility to see a gap between a retainer ending and the next one starting.
Whichever modules you run
What holds true across the platform.
These are not add-ons you switch on. They are how the Suite behaves once any of it is running.
Switch on what you need
Every capability on this page is an add-on. Start with clients, projects and timesheets, add retainers when the billing model changes, and leave the rest off.
Practice and branch scoping
Records and reports filter by branch and department throughout, so a practice lead reads their own numbers rather than the firm total.
Approvals where they matter
Outgoing quotations carry an approval step, and retainers start in draft, so a commercial term is agreed internally before a client sees it.
Audit trail with names on it
Modification history with timestamps and user attribution, automatic timestamps on every timesheet entry, and an audit trail on every signature.
Documents with access control
Agreements, schedules and deliverables in folders with document types and controlled access, attached to the record they belong to.
Mobile apps
Several modules have companion mobile apps, so a consultant between meetings can update a record without opening a laptop.
AI assistant
Drafting and summarising inside the workflow, with your team reviewing the wording before it goes anywhere.
Payments and integrations
Payment gateways, calendars, messaging and storage connect as add-ons, so the tools the firm already uses stay in use.
FAQ
Consulting & Agencies questions, answered.
No. GetBizApps runs the business of the practice — clients and pipeline, delivery plans, hours, agreements and money. The work itself stays in whatever tools you already use, and the platform connects to storage, calendars and messaging as add-ons.
Yes. Project Template converts a finished project into a reusable template, and you choose which components come across — tasks, bug reports, milestones with their costs and dates, and the team and client roles. Templates are searchable and filterable, with role-based permissions controlling who can create, edit and convert them.
Two ways, and most firms use both. Timesheet logs a day as an hour and minute split with a time type and a note, against a project and task where the project add-on is enabled. Time Tracker runs a timer on an active task and calculates the duration for you, storing each session with its full history.
A retainer is created against a customer with dates and the products or services it covers, each line carrying its own quantity, price, discount and tax. It is numbered automatically and starts in draft. Payments are recorded and allocated to specific items, the outstanding balance shows on the retainer, and a completed retainer converts into a sales invoice.
Pricing is per add-on, per user and per term, so it depends on which modules you switch on and how many people use them. A studio running clients, projects, timesheets and invoicing pays for those rather than for a full suite licence.
One platform, only the parts you run.
Start with the modules on this page and add the rest when you need them. We will walk you through it on your own numbers.