CONSULTING & ADVISORY
Run your consulting practice without losing track of billable hours
- See utilization by consultant and practice group in real time, not at month-end
- Bill time-and-materials and fixed-fee clients from the same timesheet data
- Catch resource conflicts before they hit a client commitment
- Convert signed SOWs directly into projects - no re-entry
- Track project margin against the original estimate as work happens
Engagement Pipeline
Active This WeekMeridian Retail - Strategy Review
Phase: Discovery · Lead: J. Sterling
62 hrs billable
Volt Beverages - Market Entry
Phase: Execution · Lead: M. Chen
14 hrs billable
Nordholm Advisory - Op Model
Phase: Delivery · Lead: L. Osei
On track
Billable Capture+15% Capture
How Consulting Firms Actually Bill
Time-and-materials, fixed-fee, and retainers - tracked in one ledger
Consulting firms often run mixed billing models simultaneously - a T&M project for one client, a fixed-fee engagement for another, and a monthly retainer for a third - often for the same consultant. CrmLeaf PSA logs time once per task and routes it to whichever billing model that client is on, so consultants don't need to think about billing type when they log hours.
Where Consulting Margin Slips
Six places captures billable time and project margin quietly slip
PainConsultants capture time at the end of the week, losing 15–20% of billable minutes to memory gap.
SolutionIntegrated mobile time tracking and one-click timers on every project task.
PainFixed-fee projects run over budget because no one tracks utilization against the fee in real time.
SolutionLive project margin tracking updated every time a timesheet is approved.
PainSigned SOWs are manually re-typed into a separate project tool for resource planning.
SolutionSigned contracts auto-create the project record, resource requirements, and billing runs.
PainUtilization is calculated manually in a spreadsheet, often weeks after the data is relevant.
SolutionReal-time utilization dashboard per consultant, practice group, and service line.
PainResource conflicts (two partners booking the same person) surface at project kickoff.
SolutionForward-looking capacity view and automated conflict detection before commitment.
PainClient approvals for milestones and deliverable sign-offs are buried in email threads.
SolutionBranded client portal for formal milestone sign-off and shared document visibility.
Modules Used
Built from the CrmLeaf PSA modules consulting firms use most
Time Tracking & TimesheetsResource & Staff SchedulingClient Billing & InvoicingContracts & ProposalsLead & Pipeline CRM
91%
Average utilization visibility across consultants
34%
Reduction in billing leakage on T&M engagements
2 days
Average time-to-invoice after milestone sign-off
3×
Faster SOW-to-project conversion
Customer Story
"[Specific pre-CrmLeaf problem]. [Specific result with a number]. [One sentence on what changed operationally]."
[Full Name] · [Partner] · [Consulting Firm Name] · [City, Country]
Questions consulting firms ask
Common questions from global consulting and advisory practices about PSA automation.
Stop losing billable hours between the pitch and the invoice.
Start your 14-day free trial and see utilization, billing, and project status in one platform.