Monitor active engagements, milestones, deliverables, and team assignments across your entire practice.
OpenFull client relationship management with contact history, org charts, decision-maker mapping, and account health.
OpenAI-assisted proposal generation with scope templates, pricing models, and automated follow-up sequences.
OpenTrack billable hours by engagement, generate invoices, manage retainers, and monitor utilization rates.
OpenGantt charts, sprint boards, and milestone tracking for every consulting engagement with dependency mapping.
OpenVersion-controlled document storage for reports, presentations, and deliverables with client access portals.
OpenTrack prospects from initial contact through proposal to signed engagement with weighted revenue forecasting.
OpenVisual frameworks for SWOT, Porter's Five Forces, value chain analysis, and competitive positioning.
OpenMap client stakeholders by influence and interest. Track alignment, objections, and champion development.
OpenBalance consultant workloads, forecast capacity, and optimize team assignments across concurrent engagements.
OpenBuild polished client decks with branded templates, data visualization, and executive summary generators.
OpenResearch competitor positioning, pricing, and market share. Build battlecards and win/loss analysis reports.
OpenSecure self-service portal where clients view project status, download deliverables, and provide feedback.
OpenAuto-generate Statements of Work from engagement templates with scope, timeline, pricing, and terms.
OpenCollect client satisfaction surveys, NPS scores, and testimonials. Track feedback trends over time.
OpenPractice-wide metrics: utilization, realization, average engagement value, client retention, and growth trends.
OpenMonitor NDAs, conflict-of-interest disclosures, insurance requirements, and regulatory obligations.
OpenKanban and list views for engagement tasks with assignees, due dates, priorities, and progress tracking.
OpenTrack team certifications, CPE credits, training requirements, and professional development milestones.
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