Consultants. Engagements your clients can follow.
Advisers and small firms delivering work over weeks or months, where the client wants to see progress without asking for it.
A morning at Northgate Advisory. An example practice.
Northgate Advisory and everyone in it are invented to show the app in a firm’s own words: engagements, decisions, proposals and workshops.
Thursday
Good morning, Maya. Three things need you.
Needs you 3
Milestone invoice 412 viewed three times, unpaid
Harbor Freight Co-op · $22,000 · due FridayThe CFO approved the recommendations deck
Pinecrest Health Supply · ready for implementationProposal NA-27 opened a third time
Ellison Foods · operations review · undecided 5 daysToday Thu
In motion 6 engagements
Harbor Freight Co-op, cost review
Recommendations · board ThursdayPinecrest supply chain redesign
Implementation · week 2 of 6Ellison Foods operations review
Scoping · proposal outAlder Clinic finance function
AnalysisYour words. On every screen.
- Client
- client
- Project
- engagement
- What they decide
- decision
- Proposal
- proposal
- Invoice
- invoice
- Order
- expert order
- Visit
- workshop
- Lead
- engagement lead
- Part of a project
- workstream
- What they sign
- engagement letter
Your phases. As the client’s timeline.
- 1Scoping
- 2Discovery
- 3Analysis
- 4Recommendations
- 5Implementation
- 6Review
The queue. What needs you, and what’s out with clients.
Example rows from Northgate Advisory’s morning, in the order the app puts them.
Needs you
- Milestone invoice 412 viewed three times, unpaidHarbor Freight Co-op · $22,000 · due FridaySend reminder
- The CFO approved the recommendations deckPinecrest Health Supply · ready for implementationStart phase
- Proposal NA-27 opened a third timeEllison Foods · operations review · undecided 5 daysFollow up
Waiting on clients
- The engagement letter is with legalEllison Foods · sent 3 days agoSend reminder
- Data request: twelve months of inventoryHarbor Freight Co-op · due MondayTrack
What you’d use. Plainly, including what isn’t built yet.
- Engagements
- Each engagement as a project with its phases and deliverables.
- Engagement letters
- Letters and NDAs signed in the portal before the work starts.
- Invoices
- By milestone, by time, or a fixed fee, with time entries billed in one click.
- Client insights
- Whether the proposal was opened, the invoice viewed, or a client has gone quiet.
- Intake summaries
- A summary of each new client’s intake answers, drafted for you to check. Coming
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