By industry · Consulting firms

Engagements, the hours behind them and the invoice at the end, without three systems.

A consulting firm is a project business with a P&L attached. WorkBOS runs the engagement, the time against it and the ledger in one workspace, so engagement profitability comes from the same records as the work rather than from a reconciliation.

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Free for up to 5 seats · no card required

What usually goes wrong

01

Whether an engagement made money is a question answered weeks after it could have changed anything.

02

Staged invoicing means somebody checking a contract against a project board by eye.

03

Knowledge from the last engagement is in somebody’s drive, or nowhere.

What you get, by name

Every capability below is enforced on the server, not a demo screenshot. Anything that needs a paid plan says so on the card rather than leaving you to find out at checkout.

Engagements as projectsPro and up
Templates, timelines, approvals and portfolios for a firm running many at once.
Time tracking and workload
Timers next to the tasks, and a workload view showing open work and logged hours per person. There is no capacity or levelling model behind it.
Estimates, invoices and recurring billingPro and up
Quotes a client can accept online, converted to invoices, with recurring schedules for retainer work and server-computed totals throughout. Invoices are raised by you at the stage you choose: there is no milestone engine that bills on its own.
A branded client portalPro and up
Deliverables, files, invoices and approvals in one place your client will actually use.
Drives and workspace notes
Shared files with malware scanning and a place to keep what the firm learned.
Approve-first AI agents
An approve-first AI Chief of Staff that proposes the work and waits for a person to say yes. Every action it takes runs through the same permission checks a human would hit, is recorded against the person who approved it, and can be rolled back in one click. The full append-only audit log you can read back and export is an Enterprise capability.

Your first week

  1. 1

    Set up your engagement template and bring one live engagement onto it.

  2. 2

    Track a week of time against it and run the first invoice from the same workspace.

  3. 3

    Open the ledger and check the engagement in the P&L.

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What you are probably weighing this against

Each comparison opens by saying where the other product is the better choice, because that is the half of a comparison worth reading.

WorkBOS vs ClickUpWorkBOS vs WrikeWorkBOS vs SmartsheetWorkBOS vs BonsaiWorkBOS vs PlutioThe full matrix

Questions consulting firms ask

Does tracked time turn into an invoice automatically?

No, and we will not claim it does. Time tracking and invoicing live in the same workspace, but there is no automatic path from a tracked hour to an invoice line today. Raise it on the call if it is a requirement.

Can I bill in more than one currency?

Yes, from the Pro plan, with the FX rate stored on the transaction so a historical report does not silently revalue itself.

Can partners see firm-wide numbers without seeing everything?

Roles and per-page create, edit and delete rules are enforced in the database, so a view can be genuinely partial rather than visually hidden. The advanced role controls sit on the Enterprise plan.

Set it up the way consulting firms actually work.

Start free for up to five seats, or let the Business Architect lay out the whole workspace from a short conversation and show you the blueprint before anything is created.

Start freeMeet the Business Architect

Also worth a look: Operations and PMO, Client services, Finance