Run your entire consulting firm—not just your projects.
From the first prospect conversation through project delivery, client approval, billing, profitability and the next engagement—one connected consulting operating system. ClientPulse connects business development, engagements, meetings, commitments, deliverables, people, time, billing, forecasting and margin in one intelligent system built specifically for consultants.
Opportunity — Global CPG
Direct-materials cost takeout
- Client revenue
- $4.2B
- Practice
- Procurement & Supply Chain
- Stage
- Proposal / SOW
- Weighted value
- $1.45M
- Next steering call
- Sep 9 · 10:00
Most systems manage one fragment of the consulting business.
A CRM may help win the opportunity. A project-management tool may organize the tasks. A time system may record the hours. An accounting system may generate the invoice. ClientPulse connects them.
Prospect → Engagement
The prospect becomes the engagement — history, meetings and documents carry forward.
Meeting → Approved action
The meeting becomes approved action — proposed by AI, approved by a person.
Work → Deliverable
The work becomes the deliverable — with its own acceptance and sign-off trail.
Approved time → Invoice
The approved time becomes the invoice — recognized revenue without re-keying.
Project data → Firm visibility
Project data becomes a clear view of progress, capacity, margin and client commitments.
Nothing important has to disappear between disconnected systems.
For independent consultants
Operate with the discipline of a larger consulting firm—without becoming a system administrator.
ClientPulse helps an independent consultant manage prospects, meetings, commitments, deliverables, time, expenses and billing while keeping complete attention on the client. You may be a one-person consulting practice — your clients should experience the organization, responsiveness and follow-through of a much larger firm.
For growing consulting firms
Know what is happening before it becomes a problem.
See which engagements are moving, which deliverables are waiting, who is overloaded, where the margin is changing and which client commitments require attention. As a firm grows, the founder can no longer remain the operating system — ClientPulse creates shared visibility, accountability and control without burying the firm beneath enterprise software.
Built around how consultants actually work
AI should never quietly rewrite your project plan
ClientPulse AI identifies possible tasks, risks, actions, milestones and deliverables from meetings—but a responsible person reviews and approves each proposal before it enters the engagement. AI assists the judgment. It does not replace it.
Project activity is not the same as project health
ClientPulse connects approved work, recognized revenue, incurred cost, project progress, outstanding cash and forecast margin—so consulting leaders can see both delivery performance and financial reality.
Meetings should create progress—not more administrative work
ClientPulse turns meeting notes and decisions into reviewable execution proposals, preserving the evidence, the approver and the connection to the original conversation.
Not another disconnected tool.
Traditional CRM
Helps manage the prospect — then loses visibility when the work begins.
Traditional project management
Tracks tasks — but often misses the relationship, financial reality and client commitments.
Traditional PSA
Offers extensive administration — but can bring enterprise cost and complexity.
ClientPulse Consulting
Connects acquisition, delivery, relationships and economics in one consulting-specific operating system.
Three practices, one system of record
Each practice gets its own pipeline, stages, fields, and cadences — while leadership sees the whole firm.
Procurement & Supply Chain
Spend analytics engagements, category strategy, supplier rationalization, RFx events, and cost-takeout programs.
- Addressable spend & baseline
- Category / commodity scope
- Savings target vs. realized
- Supplier & contract inventory
- RFx milestones and award dates
Program & Project Management
PMO stand-ups, transformation programs, ERP and systems rollouts, staffing plans, and steering-committee cadence.
- Workstreams & phase gates
- RAID log (risks, actions, issues, decisions)
- Consultant allocation & burn rate
- Milestones vs. baseline schedule
- Steering-committee readouts
Mergers & Acquisitions
Buy-side and sell-side diligence, synergy modeling, Day-1 readiness, TSA tracking, and post-merger integration.
- Deal stage & diligence workstreams
- Synergy targets by function
- Data-room and request-list status
- Day-1 / Day-100 readiness
- TSA exit and integration milestones
From a LinkedIn profile to a validated, sendable engagement sequence
Paste a prospect's profile. Get researched intelligence, a four-email sequence, discovery questions and correctly ordered CRM tasks — with every client-result claim traced to evidence you are actually permitted to use externally.
1 · Profile in
Role, seniority, remit and public company signals read straight from the LinkedIn profile you paste.
2 · Intelligence
Business hypothesis, likely priorities, matched practice areas and the angle that earns a reply.
3 · Four emails
Initial plus three progressively shorter follow-ups, each with one distinct purpose, in a senior-advisor voice.
4 · Discovery questions
What to ask on the first call — framed as areas to explore, never as problems you assumed.
5 · CRM tasks in order
Research day 0, send or schedule day 1, discovery prep day 2. Research always before sending.
6 · Controlled sending
Approving saves a draft sequence. Nothing sends until you review the account, recipient and schedule and press start.
Only proof points that pass your confidentiality ceiling and are cleared for external use can be referenced. Internal project prose never reaches the model, evidence is assembled on the server, and anything removed is shown as blocked internal content — excluded from the draft and from what is saved.
Scheduled, queued, sent, delivered, failed, bounced or cancelled — a step is only marked sent when the provider confirms acceptance, and a late bounce or complaint pauses every remaining step automatically.
Turn every connection into a measurable consulting opportunity
See how ClientPulse moves a relationship from first contact to a scoped, staffed and billable engagement — in 30 seconds.
Everything the practice runs on
The full ClientPulse platform, retuned for professional services.
Deal & opportunity pipeline
Full CRM pipelines with drag-to-advance stages — qualification, scoping, proposal, SOW, staffed, delivered. Weighted value and win/loss reason on every deal.
Enterprise account records
Built for $250M–$20B revenue clients: parent/subsidiary structure, multiple buying centers, procurement contacts, MSA and rate-card terms.
Consultant bench & staffing
Add professional staff by practice area, seniority, bill rate, certifications (CPSM, PMP, CFA, Six Sigma), and utilization target.
Internal + external video sessions
One-click working sessions between your team and the client's. Recordings are never stored — only the AI transcript recap lands on the account timeline.
AI meeting recaps & action items
Every call and video session becomes clean bullet notes, decisions, and owners — attached to the right account, deal, and workstream.
Sequenced outreach & nurture
Multi-step email sequences aimed at deals and opportunities: post-discovery follow-up, proposal chase, dormant-account revival, and quarterly executive check-ins.
Voice intake & dictation
Dictate a new account or a meeting debrief between flights; AI fills the fields and files the notes.
Booking & calendar sync
Client sponsors book discovery, working sessions, and steering committees against each consultant's real availability, two-way synced with Google Calendar.
Engagement document vault
NDAs, MSAs, SOWs, request lists, and readout decks stored per account with the full email thread beside them.
Practice dashboards
Open pipeline by practice, won this quarter, tasks due, overdue follow-ups, and consultant utilization at a glance.
Confidentiality by design
Row-level isolation per firm, no stored meeting video, SSO-friendly sign-in, and auditable communication history for deal work.
BUILT AROUND YOUR BUSINESS
Your business may require fields, functions or workflows that are not currently included in ClientPulse.
Ask us about customizing the application around the way you work.
With a one-year subscription, most approved customizations—other than major system redesigns—can be completed within hours at no additional charge.
Let’s discuss what would make ClientPulse work better for you.
See margin slip before it slips away
Real-time visibility into rates, utilization, commitments and cost — so you act while there is still time to protect profitability.
Consultants
- Role: Partner · Principal · Engagement Manager · Consultant · Analyst · Subject-matter advisor
- Practice area: Procurement/Supply Chain, Program/Project Management, M&A
- Certifications: CPSM, CPIM, PMP, PgMP, Prince2, Lean Six Sigma, CFA, CPA
- Bill rate, cost rate, and target utilization
- Availability, travel readiness, and client-site blackout dates
- Assigned accounts, workstreams, and open action items
Built for complex buying centers
- Legal entity, parent group, subsidiaries, and operating divisions
- Annual revenue band, employee count, sites, and geographies
- Economic buyer, procurement lead, and technical evaluators — mapped by influence
- MSA, rate card, PO number, payment terms, and diversity/compliance requirements
- Active engagements, prior work, and references given
- Full timeline: emails, calls, session recaps, documents, and decisions
Video meetings between your team and theirs — recap saved, recording destroyed
Launch a session straight from the account or deal. Internal-only stand-ups, joint client working sessions, diligence walkthroughs, and steering committees all run the same way.
No stored video
The recording is used for transcription only and is discarded when processing completes. Nothing sits in a video archive.
Transcribed recap saved
Decisions, owners, dates, risks, and next steps land on the account and deal timeline as searchable notes.
Emails preserved
Every outbound and inbound message tied to the engagement is retained alongside the recap and documents.
Cadences built around deals
Six ready-made sequences for advisory work — every step logged to the opportunity it belongs to.
Post-discovery follow-up
Day 0 recap · Day 2 scope outline · Day 5 proposal offer
Convert discovery into a scoped opportunity
Proposal / SOW chase
Day 1 confirm receipt · Day 4 objection handler · Day 9 exec nudge
Move proposal → signed SOW
Diligence sprint cadence
Weekly request-list status · Blocker escalation · Readout scheduler
Keep M&A diligence on the clock
Program steering cadence
Pre-read 48h out · Decisions recap · RAID follow-ups
Keep PMO governance tight
Savings-realization check-in
30 / 60 / 90-day post-award value tracking
Prove procurement savings stuck
Dormant-account revival
Insight share · Peer benchmark · Executive coffee invite
Reopen lapsed enterprise accounts
Your expertise should build client value—not feed disconnected systems.
ClientPulse quietly handles the operating discipline behind the engagement, giving consultants more time to think, advise, deliver and strengthen the relationships that grow the firm.
Ready to put your client work on autopilot?
Dictate, call, email, schedule, and store — every client touch in one place.