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Topic
A workspace for consultants and advisors
Engagement-centred work for people who sell judgement — retainers, projects, and follow-ups without project-management theatre.
Consultants do not need a factory floor
You sell advice, reviews, retainers, and discrete projects. You do not need story points, sprint boards, or a CRM built for outbound sales teams.
You need a calm place for each client engagement: what was promised, what is waiting, what is due, and what is unpaid.
Model work the way you already talk
One client, many engagements — annual retainer, one-off compliance review, board pack support.
Tasks and documents live inside the engagement. Activity stays with the matter so next week’s you (or a colleague) can catch up.
Billing stays visible on the engagement so “who owes us?” is not a separate hunt through WhatsApp and Excel.
A morning that scales from solo to small team
Solo: open Home, clear overdue, capture the day’s new asks.
Small firm: same Home, shared queue, clear owners on engagements — Practice or Firm seats when more than one person needs login.
Read the Kenya practice-management guide if you are choosing tools for a firm still running on spreadsheets and memory.