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For consultants

Client workspace for independent consultants

Consulting is sold on outcomes and renewed on evidence. ProPortalBusiness keeps the engagement history in one place and turns completed work into a summary the client can actually read.

No card. Free to start — 3 clients.

Engagements with a paper trail

Contracts signed and stored, scope and notes on the record, time tracked against the engagement, invoices raised from the same data. When a renewal conversation starts, the history is already assembled.

  • Time tracking that converts into invoice lines
  • Client portal access to documents and invoices
  • Files and deliverables stored securely per client

Impact Summaries for renewal conversations

The Impact Summary engine turns completed work into a short statement of what was delivered, what value it created and what comes next — presented from your own data rather than invented.

Professional without the tool sprawl

One workspace replaces the usual mix of spreadsheet, folder tree, e-signature trial and invoice template, while your accounting software stays exactly where it is.

Start free with your first 3 clients

Free includes 10 invoices a month, projects, time tracking and 2 contracts with e-sign. Pro adds unlimited use, full portal branding and accountant access.

Common questions

Can I bill by the hour?
Yes. Track time against a client or project and convert the tracked time into invoice lines.
Can clients log in?
Yes. Client portal access shows the customer their own invoices, files and contracts.